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Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAAA
226
New Age Alpha Advisors
New York
$456K -$35.8K -270 -7%
JCIA
227
Jackson Creek Investment Advisors
Colorado
$451K +$451K +3,406 New
CB
228
Commerce Bank
Missouri
$451K +$18.8K +142 +4%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$445K -$3.97K -30 -0.9%
BTI
230
Blue Trust Inc
Georgia
$415K +$23.6K +178 +6%
Voloridge Investment Management
231
Voloridge Investment Management
Florida
$401K +$401K +3,027 New
BF
232
BOK Financial
Oklahoma
$392K -$230K -1,739 -37%
II
233
Inspire Investing
Idaho
$390K -$85.5K -645 -18%
X
234
Xponance
Pennsylvania
$389K +$11.9K +90 +3%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$386K -$32.6K -246 -8%
BWM
236
Baron Wealth Management
Michigan
$381K – – –
IIC
237
Integrated Investment Consultants
Michigan
$376K -$229K -1,729 -38%
ECM
238
Everence Capital Management
Indiana
$368K – – –
AIM
239
Aigen Investment Management
New York
$367K +$367K +2,767 New
RR
240
Robotti Robert
$361K – – –
M1FG
241
Mach-1 Financial Group
Arkansas
$357K -$29.8K -225 -8%
FDP
242
Financiere des Professionnels
Quebec, Canada
$357K +$357K +2,696 New
FCH
243
Freestone Capital Holdings
Washington
$354K -$169K -1,277 -32%
VI
244
Vestcor Inc
New Brunswick, Canada
$354K – – –
MSAM
245
Moloney Securities Asset Management
Missouri
$351K -$795 -6 -0.2%
Kayne Anderson Rudnick Investment Management
246
Kayne Anderson Rudnick Investment Management
California
$335K +$33.5K +253 +11%
CGH
247
Crossmark Global Holdings
Texas
$326K +$9.94K +75 +3%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$324K – – –
HR
249
Howe & Rusling
New York
$324K +$324K +2,442 New
Osaic Holdings
250
Osaic Holdings
Arizona
$322K +$15.3K +130 +5%
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