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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$611K +$753 +5 +0.1%
CB
227
Commerce Bank
Missouri
$584K +$5.27K +35 +1%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$584K +$10.7K +71 +2%
Canada Pension Plan Investment Board
229
Canada Pension Plan Investment Board
Ontario, Canada
$578K -$256K -1,700 -33%
JCIA
230
Jackson Creek Investment Advisors
Colorado
$578K -$903 -6 -0.2%
OQS
231
Occudo Quantitative Strategies
Florida
$574K -$922K -6,120 -64%
NAAA
232
New Age Alpha Advisors
New York
$568K -$14.9K -99 -3%
RRA
233
Round Rock Advisors
Connecticut
$556K +$491K +3,264 New
BTI
234
Blue Trust Inc
Georgia
$550K +$14.6K +97 +3%
SCM
235
Sandler Capital Management
New York
$549K -$3.83M -25,404 -89%
AIP
236
Ameritas Investment Partners
Nebraska
$536K -$99.4K -660 -17%
BF
237
BOK Financial
Oklahoma
$504K +$151 +1 +0%
X
238
Xponance
Pennsylvania
$503K +$3.76K +25 +0.9%
EGM
239
Engineers Gate Manager
New York
$500K -$635K -4,216 -59%
ECM
240
Evergreen Capital Management
Washington
$500K +$165K +1,097 +59%
BWM
241
Baron Wealth Management
Michigan
$489K
CIM
242
CIM Investment Management
Pennsylvania
$489K -$466K -3,094 -52%
IIC
243
Integrated Investment Consultants
Michigan
$483K
MM
244
MQS Management
New York
$480K +$425K +2,822 New
OIA
245
OneDigital Investment Advisors
Kansas
$479K +$135K +894 +46%
CCM
246
Coldstream Capital Management
Washington
$475K +$92.9K +617 +28%
ECM
247
Everence Capital Management
Indiana
$473K
II
248
Inspire Investing
Idaho
$463K -$33.6K -223 -8%
FDP
249
Financiere des Professionnels
Quebec, Canada
$459K
FCH
250
Freestone Capital Holdings
Washington
$458K +$2.56K +17 +0.6%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.