Advanced Energy
AEIS
355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.
152% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 25
11% more funds holding
Funds holding: 319 → 355 (+36)
8% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 117
2.09% less ownership
Funds ownership: 108.59% → 106.5% (-2.1%)
19% less capital invested
Capital invested by funds: $4.73B → $3.83B (-$902M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
92% less call options, than puts
Call options by funds: $3.27M | Put options by funds: $40.8M
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$15.2M |
| 2 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
+$14.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$14.3M |
| 4 |
Jane Street
New York
|
+$8.73M |
| 5 |
JP Morgan Chase
New York
|
+$8.05M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$58M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$18.4M |
| 4 |
BlackRock
New York
|
-$17.8M |
| 5 |
Goldman Sachs
New York
|
-$13.8M |
AEIS Hedge Fund Activity: Q1 2025 in Review
355 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2025, worth a combined $3.83B — down 19% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AEIS positions and 25 closed out — a net gain of 38 holders — while 126 added to existing stakes and 117 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $58M.
- 355 institutional investors held Advanced Energy (AEIS) as of Q1 2025, up from 319 in Q4 2024.
- Funds reported $3.83B of Advanced Energy stock for Q1 2025, down 19% quarter-over-quarter.
- 63 funds opened new Advanced Energy positions in Q1 2025 and 25 closed out, a net change of +38 holders.
- The largest Advanced Energy buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
- The largest Advanced Energy seller in Q1 2025 was Fidelity Investments, an estimated $58M sold.
Based on aggregated 13F filings for Q1 2025.