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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
226
Picton Mahoney Asset Management
Ontario, Canada
$900K
Vontobel Holding
227
Vontobel Holding
Switzerland
$899K
COI
228
Connable Office Inc
Michigan
$879K
Ensign Peak Advisors
229
Ensign Peak Advisors
Utah
$845K
QEI
230
QSV Equity Investors
Illinois
$843K
VA
231
Vident Advisory
Georgia
$800K
BBVA
232
Banco Bilbao Vizcaya Argentaria
Spain
$759K
GC
233
Guggenheim Capital
Illinois
$726K
CB
234
Commerce Bank
Missouri
$713K
BTI
235
Blue Trust Inc
Georgia
$679K
AIP
236
Ameritas Investment Partners
Nebraska
$652K
KeyBank National Association
237
KeyBank National Association
Ohio
$644K
EGM
238
Engineers Gate Manager
New York
$642K
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$634K
I
240
InceptionR
California
$630K
BC
241
Burney Company
Virginia
$623K
X
242
Xponance
Pennsylvania
$622K
SLAM
243
Swiss Life Asset Management
$621K
ECM
244
Evergreen Capital Management
Washington
$620K
Kayne Anderson Rudnick Investment Management
245
Kayne Anderson Rudnick Investment Management
California
$616K
BF
246
BOK Financial
Oklahoma
$615K
BWM
247
Baron Wealth Management
Michigan
$602K
CIM
248
CIM Investment Management
Pennsylvania
$601K
QCG
249
Quadrant Capital Group
Ohio
$600K
CCM
250
Coldstream Capital Management
Washington
$598K