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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$418K
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$417K
HFO
253
Heritage Family Offices
Arizona
$413K
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$403K
GI
255
GAMMA Investing
California
$385K
IFS
256
Ifrah Financial Services
Arkansas
$382K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$379K
William Blair & Company
258
William Blair & Company
Illinois
$378K
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$374K
HR
260
Howe & Rusling
New York
$369K
MSAM
261
Moloney Securities Asset Management
Missouri
$367K
OF
262
Optimize Financial
California
$350K
TPI
263
Trust Point Inc
Wisconsin
$349K
CWAG
264
Compton Wealth Advisory Group
Virginia
$347K
CGH
265
Crossmark Global Holdings
Texas
$345K
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$343K
DJYG
267
David J. Yvars Group
Florida
$341K
DADC
268
D.A. Davidson & Co
Montana
$316K
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$314K
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$308K
SLAML
271
Swiss Life Asset Management Ltd
$304K
CL
272
Choreo LLC
Illinois
$298K
CG
273
Caprock Group
Idaho
$297K
HAG
274
HighPoint Advisor Group
Illinois
$293K
DTL
275
Dynamic Technology Lab
Singapore
$293K