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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$475K
NAAA
227
New Age Alpha Advisors
New York
$456K
JCIA
228
Jackson Creek Investment Advisors
Colorado
$451K
CB
229
Commerce Bank
Missouri
$451K
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$445K
BTI
231
Blue Trust Inc
Georgia
$415K
Voloridge Investment Management
232
Voloridge Investment Management
Florida
$401K
BF
233
BOK Financial
Oklahoma
$392K
II
234
Inspire Investing
Idaho
$390K
X
235
Xponance
Pennsylvania
$389K
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$386K
BWM
237
Baron Wealth Management
Michigan
$381K
IIC
238
Integrated Investment Consultants
Michigan
$376K
ECM
239
Everence Capital Management
Indiana
$368K
AIM
240
Aigen Investment Management
New York
$367K
RR
241
Robotti Robert
$361K
M1FG
242
Mach-1 Financial Group
Arkansas
$357K
FDP
243
Financiere des Professionnels
Quebec, Canada
$357K
FCH
244
Freestone Capital Holdings
Washington
$354K
VI
245
Vestcor Inc
New Brunswick, Canada
$354K
MSAM
246
Moloney Securities Asset Management
Missouri
$351K
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$335K
CGH
248
Crossmark Global Holdings
Texas
$326K
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$324K
HR
250
Howe & Rusling
New York
$324K