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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$314K – – –
IFS
252
Ifrah Financial Services
Arkansas
$309K -$10.1K -76 -3%
I
253
InceptionR
California
$294K -$151K -1,139 -34%
EI
254
Ellevest Inc
New York
$294K -$39.2K -296 -12%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$292K -$62.9K -475 -18%
CA
256
Clearstead Advisors
Ohio
$288K +$4.37K +33 +2%
CCM
257
Coldstream Capital Management
Washington
$288K +$49K +370 +21%
CWAG
258
Compton Wealth Advisory Group
Virginia
$270K +$270K +2,040 New
DJYG
259
David J. Yvars Group
Florida
$266K +$266K +2,005 New
JFG
260
Jefferies Financial Group
New York
$265K -$461K -3,479 -64%
GI
261
GAMMA Investing
California
$264K -$5.57K -42 -2%
OIA
262
OneDigital Investment Advisors
Kansas
$255K +$255K +1,923 New
William Blair & Company
263
William Blair & Company
Illinois
$253K +$253K +1,910 New
TI
264
Tidal Investments
Wisconsin
$247K +$247K +1,866 New
ECM
265
Evergreen Capital Management
Washington
$244K -$44.3K -334 -15%
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$240K +$240K +1,811 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$239K +$96.4K +728 +68%
DADC
268
D.A. Davidson & Co
Montana
$238K +$238K +1,797 New
AssetMark Inc
269
AssetMark Inc
California
$230K +$182K +1,372 +377%
PA
270
Profund Advisors
Maryland
$230K +$230K +1,734 New
B
271
Bailard
California
$225K +$225K +1,700 New
SRL
272
Scientech Research LLC
New Jersey
$218K -$354K -2,668 -62%
QCG
273
Quadrant Capital Group
Ohio
$207K -$367K -2,769 -64%
HFO
274
Heritage Family Offices
Arizona
$207K – – –
SFA
275
Sequoia Financial Advisors
Ohio
$205K -$82.7K -624 -29%
9 10
11
12 13