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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
226
American Century Companies
Missouri
$300K +$97.7K +1,025 +48%
CAM
227
CenterStar Asset Management
Illinois
$285K +$285K +2,990 New
CIM
228
CIM Investment Management
Pennsylvania
$283K -$6.77K -71 -2%
BTI
229
Blue Trust Inc
Georgia
$282K +$243K +2,547 +621%
M1FG
230
Mach-1 Financial Group
Arkansas
$278K +$278K +2,922 New
BWM
231
Baron Wealth Management
Michigan
$274K
X
232
Xponance
Pennsylvania
$271K +$14.9K +156 +6%
Fuller & Thaler Asset Management
233
Fuller & Thaler Asset Management
California
$269K +$146K +1,531 +118%
ECM
234
Everence Capital Management
Indiana
$265K -$48.6K -510 -16%
Universal-Beteiligungs- und Servicegesellschaft
235
Universal-Beteiligungs- und Servicegesellschaft
Germany
$256K +$256K +2,690 New
Baird Financial Group
236
Baird Financial Group
Wisconsin
$256K +$75.6K +793 +42%
VI
237
Vestcor Inc
New Brunswick, Canada
$255K +$255K +2,675 New
MSAM
238
Moloney Securities Asset Management
Missouri
$253K +$253K +2,656 New
PSC
239
Portman Square Capital
United Kingdom
$252K -$584K -6,132 -70%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$252K -$24.9K -261 -9%
Osaic Holdings
241
Osaic Holdings
Arizona
$249K -$90.5K -949 -27%
GAM
242
Gotham Asset Management
New York
$249K +$249K +2,609 New
SO
243
STRS Ohio
Ohio
$248K -$9.53K -100 -4%
VA
244
Vident Advisory
Georgia
$242K +$242K +2,537 New
EI
245
Ellevest Inc
New York
$240K +$72.6K +762 +43%
JG
246
Jain Global
New York
$238K +$238K +2,500 New
TPI
247
Trust Point Inc
Wisconsin
$234K -$192K -2,012 -45%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$233K -$3.72K -39 -2%
IFS
249
Ifrah Financial Services
Arkansas
$229K -$9.25K -97 -4%
CGH
250
Crossmark Global Holdings
Texas
$228K +$6.67K +70 +3%