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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$899K
COI
227
Connable Office Inc
Michigan
$879K
Ensign Peak Advisors
228
Ensign Peak Advisors
Utah
$845K
QEI
229
QSV Equity Investors
Illinois
$843K
VA
230
Vident Advisory
Georgia
$800K
BBVA
231
Banco Bilbao Vizcaya Argentaria
Spain
$759K
GC
232
Guggenheim Capital
Illinois
$726K
CB
233
Commerce Bank
Missouri
$713K
BTI
234
Blue Trust Inc
Georgia
$679K
AIP
235
Ameritas Investment Partners
Nebraska
$652K
KeyBank National Association
236
KeyBank National Association
Ohio
$644K
EGM
237
Engineers Gate Manager
New York
$642K
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$634K
I
239
InceptionR
California
$630K
BC
240
Burney Company
Virginia
$623K
X
241
Xponance
Pennsylvania
$622K
SLAM
242
Swiss Life Asset Management
$621K
ECM
243
Evergreen Capital Management
Washington
$620K
Kayne Anderson Rudnick Investment Management
244
Kayne Anderson Rudnick Investment Management
California
$616K
BF
245
BOK Financial
Oklahoma
$615K
BWM
246
Baron Wealth Management
Michigan
$602K
CIM
247
CIM Investment Management
Pennsylvania
$601K
QCG
248
Quadrant Capital Group
Ohio
$600K
CCM
249
Coldstream Capital Management
Washington
$598K
RRA
250
Round Rock Advisors
Connecticut
$595K