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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
USAA
251
United Services Automobile Association
Texas
$228K 2,401 +2,401 New
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$226K 2,370
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$217K 2,279 +1,837 +416%
HFO
254
Heritage Family Offices
Arizona
$209K 2,189 +170 +8%
ECM
255
Evergreen Capital Management
Washington
$208K 2,178 +113 +5%
SFA
256
Sequoia Financial Advisors
Ohio
$207K 2,169 +187 +9%
CA
257
Clearstead Advisors
Ohio
$204K 2,141 -84 -4%
GI
258
GAMMA Investing
California
$194K 2,032 +801 +65%
CCM
259
Coldstream Capital Management
Washington
$172K 1,804 +50 +3%
SOW
260
State of Wyoming
Wyoming
$169K 1,775 +76 +4%
KBC Group
261
KBC Group
Belgium
$164K 1,718
S
262
SignatureFD
Georgia
$159K 1,673 +285 +21%
SAM
263
Shell Asset Management
Netherlands
$153K 1,610 -69 -4%
CPBTD
264
Central Pacific Bank - Trust Division
Hawaii
$122K 1,280
SAM
265
Smartleaf Asset Management
Massachusetts
$117K 1,236 +179 +17%
PS
266
Principal Securities
Iowa
$114K 989
SPIA
267
Steward Partners Investment Advisory
New York
$110K 1,159 -66 -5%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$103K 1,077 +496 +85%
VCM
269
Versant Capital Management
Arizona
$100K 1,049 +833 +386%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$78K 830 +830 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$53.3K 559 +233 +71%
QL
272
Quarry LP
New York
$52.5K 551 +551 New
AAM
273
Advisors Asset Management
Colorado
$51.4K 539 +174 +48%
FHA
274
First Horizon Advisors
Tennessee
$48.7K 511
PA
275
Parallel Advisors
California
$48.6K 510 +71 +16%