Advanced Energy
AEIS
371 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 134 reducing their positions, and 38 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 38
38% more capital invested
Capital invested by funds: $3.83B → $5.28B (+$1.45B)
5% more funds holding
Funds holding: 355 → 371 (+16)
3% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 134
0.66% less ownership
Funds ownership: 106.5% → 105.84% (-0.66%)
67% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $30.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$25.5M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$24.8M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$17.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$15.6M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.8M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$26.2M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$17.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.3M |
| 5 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$14.2M |
AEIS Hedge Fund Activity: Q2 2025 in Review
371 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2025, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AEIS positions and 38 closed out — a net gain of 21 holders — while 138 added to existing stakes and 134 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $25.5M. The largest seller was Ameriprise, cutting an estimated $35.8M.
- 371 institutional investors held Advanced Energy (AEIS) as of Q2 2025, up from 355 in Q1 2025.
- Funds reported $5.28B of Advanced Energy stock for Q2 2025, up 38% quarter-over-quarter.
- 59 funds opened new Advanced Energy positions in Q2 2025 and 38 closed out, a net change of +21 holders.
- The largest Advanced Energy buyer in Q2 2025 was Franklin Resources, an estimated $25.5M added.
- The largest Advanced Energy seller in Q2 2025 was Ameriprise, an estimated $35.8M sold.
Based on aggregated 13F filings for Q2 2025.