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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
226
Picton Mahoney Asset Management
Ontario, Canada
$900K +$874K +4,297 New
Vontobel Holding
227
Vontobel Holding
Switzerland
$899K -$43.1K -212 -5%
COI
228
Connable Office Inc
Michigan
$879K -$69.8K -343 -8%
Ensign Peak Advisors
229
Ensign Peak Advisors
Utah
$845K -$708K -3,480 -46%
QEI
230
QSV Equity Investors
Illinois
$843K -$1.11M -5,436 -57%
VA
231
Vident Advisory
Georgia
$800K -$295K -1,449 -28%
BBVA
232
Banco Bilbao Vizcaya Argentaria
Spain
$759K -$292K -1,434 -28%
GC
233
Guggenheim Capital
Illinois
$726K +$706K +3,467 New
CB
234
Commerce Bank
Missouri
$713K -$6.31K -31 -0.9%
BTI
235
Blue Trust Inc
Georgia
$679K +$1.83K +9 +0.3%
AIP
236
Ameritas Investment Partners
Nebraska
$652K -$7.53K -37 -1%
KeyBank National Association
237
KeyBank National Association
Ohio
$644K +$626K +3,076 New
EGM
238
Engineers Gate Manager
New York
$642K +$25.4K +125 +4%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$634K -$82.2K -404 -12%
I
240
InceptionR
California
$630K +$269K +1,324 +79%
BC
241
Burney Company
Virginia
$623K -$333K -1,635 -35%
X
242
Xponance
Pennsylvania
$622K +$2.85K +14 +0.5%
SLAM
243
Swiss Life Asset Management
$621K +$240K +1,177 +66%
ECM
244
Evergreen Capital Management
Washington
$620K +$3.87K +19 +0.6%
Kayne Anderson Rudnick Investment Management
245
Kayne Anderson Rudnick Investment Management
California
$616K +$231K +1,133 +63%
BF
246
BOK Financial
Oklahoma
$615K -$5.09K -25 -0.8%
BWM
247
Baron Wealth Management
Michigan
$602K
CIM
248
CIM Investment Management
Pennsylvania
$601K
QCG
249
Quadrant Capital Group
Ohio
$600K +$263K +1,292 +82%
CCM
250
Coldstream Capital Management
Washington
$598K +$13.2K +65 +2%