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Advanced Energy

574 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 201

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
226
Amundi
France
$2.13M
MML Investors Services
227
MML Investors Services
Massachusetts
$2.12M
PAS
228
Park Avenue Securities
New York
$2.12M
QCM
229
QRG Capital Management
Illinois
$2.1M
NP
230
NorthRock Partners
Minnesota
$2.07M
MYIA
231
Mount Yale Investment Advisors
Colorado
$2.06M
GC
232
Guggenheim Capital
Illinois
$2.04M
PWS
233
Peterson Wealth Services
Utah
$2.04M
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$2.02M
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$1.99M
PFPG
236
Pinnacle Financial Partners (Georgia)
Georgia
$1.86M
MYLI
237
Meiji Yasuda Life Insurance
Japan
$1.84M
CCS
238
Concentric Capital Strategies
Connecticut
$1.82M
SSWM
239
Sheets Smith Wealth Management
North Carolina
$1.76M
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$1.76M
SOADOR
241
State of Alaska Department of Revenue
Alaska
$1.75M
X
242
Xponance
Pennsylvania
$1.73M
M&T Bank
243
M&T Bank
New York
$1.71M
IQI
244
Integrated Quantitative Investments
Washington
$1.71M
Jennison Associates
245
Jennison Associates
New York
$1.68M
IA
246
IAM Advisory
Pennsylvania
$1.67M
AC
247
Allstate Corporation
Illinois
$1.66M
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$1.63M
AAP
249
Ardsley Advisory Partners
Connecticut
$1.61M
NYLIM
250
New York Life Investment Management
New York
$1.61M