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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$228K +$8K +70 +3%
USAA
252
United Services Automobile Association
Texas
$228K +$274K +2,401 New
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$226K
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$217K +$210K +1,837 +416%
HFO
255
Heritage Family Offices
Arizona
$209K +$19.4K +170 +8%
ECM
256
Evergreen Capital Management
Washington
$208K +$12.9K +113 +5%
SFA
257
Sequoia Financial Advisors
Ohio
$207K +$21.4K +187 +9%
CA
258
Clearstead Advisors
Ohio
$204K -$9.6K -84 -4%
GI
259
GAMMA Investing
California
$194K +$91.5K +801 +65%
CCM
260
Coldstream Capital Management
Washington
$172K +$5.71K +50 +3%
SOW
261
State of Wyoming
Wyoming
$169K +$8.68K +76 +4%
KBC Group
262
KBC Group
Belgium
$164K
S
263
SignatureFD
Georgia
$159K +$32.6K +285 +21%
SAM
264
Shell Asset Management
Netherlands
$153K -$7.88K -69 -4%
CPBTD
265
Central Pacific Bank - Trust Division
Hawaii
$122K
SAM
266
Smartleaf Asset Management
Massachusetts
$117K +$20.4K +179 +17%
PS
267
Principal Securities
Iowa
$114K
SPIA
268
Steward Partners Investment Advisory
New York
$110K -$7.54K -66 -5%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$103K +$56.7K +496 +85%
VCM
270
Versant Capital Management
Arizona
$100K +$95.2K +833 +386%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$78K +$94.8K +830 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$53.3K +$26.6K +233 +71%
QL
273
Quarry LP
New York
$52.5K +$62.9K +551 New
AAM
274
Advisors Asset Management
Colorado
$51.4K +$19.9K +174 +48%
FHA
275
First Horizon Advisors
Tennessee
$48.7K

AEIS Hedge Fund Activity: Q1 2025 in Review

355 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2025, worth a combined $3.83B — down 19% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AEIS positions and 25 closed out — a net gain of 38 holders — while 126 added to existing stakes and 117 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $58M.

  • 355 institutional investors held Advanced Energy (AEIS) as of Q1 2025, up from 319 in Q4 2024.
  • Funds reported $3.83B of Advanced Energy stock for Q1 2025, down 19% quarter-over-quarter.
  • 63 funds opened new Advanced Energy positions in Q1 2025 and 25 closed out, a net change of +38 holders.
  • The largest Advanced Energy buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
  • The largest Advanced Energy seller in Q1 2025 was Fidelity Investments, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2025.