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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 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: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
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
RRA
251
Round Rock Advisors
Connecticut
$595K
CFO
252
Callan Family Office
Pennsylvania
$586K
ECM
253
Everence Capital Management
Indiana
$582K
ET
254
Entropy Technologies
New York
$578K
IIC
255
Integrated Investment Consultants
Michigan
$574K
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$573K
RR
257
Robotti Robert
$571K
FDP
258
Financiere des Professionnels
Quebec, Canada
$564K
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$564K
OQS
260
Occudo Quantitative Strategies
Florida
$557K
GI
261
GAMMA Investing
California
$543K
Baird Financial Group
262
Baird Financial Group
Wisconsin
$530K
CWM
263
CIBC World Markets
New York
$523K
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$506K
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$505K
CG
266
Caprock Group
Idaho
$478K
FCH
267
Freestone Capital Holdings
Washington
$478K
II
268
Inspire Investing
Idaho
$467K
AHL
269
Abel Hall LLC
Louisiana
$464K
JF
270
Jump Financial
Illinois
$461K
OIA
271
OneDigital Investment Advisors
Kansas
$455K
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$451K
SFA
273
Sequoia Financial Advisors
Ohio
$448K
JCIA
274
Jackson Creek Investment Advisors
Colorado
$445K
OF
275
Optimize Financial
California
$436K