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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
251
Baird Financial Group
Wisconsin
$418K +$37.9K +252 +11%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$417K
HFO
253
Heritage Family Offices
Arizona
$413K +$36.3K +241 +11%
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$403K
GI
255
GAMMA Investing
California
$385K +$41.4K +275 +14%
IFS
256
Ifrah Financial Services
Arkansas
$382K -$12.6K -84 -4%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$379K -$354K -2,353 -51%
William Blair & Company
258
William Blair & Company
Illinois
$378K +$46.8K +311 +16%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$374K +$102K +676 +44%
HR
260
Howe & Rusling
New York
$369K -$41.1K -273 -11%
MSAM
261
Moloney Securities Asset Management
Missouri
$367K -$74.4K -494 -19%
OF
262
Optimize Financial
California
$350K +$310K +2,056 New
TPI
263
Trust Point Inc
Wisconsin
$349K +$309K +2,052 New
CWAG
264
Compton Wealth Advisory Group
Virginia
$347K
CGH
265
Crossmark Global Holdings
Texas
$345K -$65.5K -435 -18%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$343K -$1.11M -7,364 -78%
DJYG
267
David J. Yvars Group
Florida
$341K
DADC
268
D.A. Davidson & Co
Montana
$316K +$9.49K +63 +4%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$314K +$6.32K +42 +2%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$308K -$109K -721 -28%
SLAM
271
Swiss Life Asset Management
$304K +$269K +1,788 New
CL
272
Choreo LLC
Illinois
$298K -$347K -2,305 -57%
CG
273
Caprock Group
Idaho
$297K +$298K +1,980 New
HAG
274
HighPoint Advisor Group
Illinois
$293K +$260K +1,725 New
DTL
275
Dynamic Technology Lab
Singapore
$293K +$260K +1,725 New

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.