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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
251
Osaic Holdings
Arizona
$322K
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$314K
IFS
253
Ifrah Financial Services
Arkansas
$309K
I
254
InceptionR
California
$294K
EI
255
Ellevest Inc
New York
$294K
Baird Financial Group
256
Baird Financial Group
Wisconsin
$292K
CA
257
Clearstead Advisors
Ohio
$288K
CCM
258
Coldstream Capital Management
Washington
$288K
CWAG
259
Compton Wealth Advisory Group
Virginia
$270K
DJYG
260
David J. Yvars Group
Florida
$266K
JFG
261
Jefferies Financial Group
New York
$265K
GI
262
GAMMA Investing
California
$264K
OIA
263
OneDigital Investment Advisors
Kansas
$255K
William Blair & Company
264
William Blair & Company
Illinois
$253K
TI
265
Tidal Investments
Wisconsin
$247K
ECM
266
Evergreen Capital Management
Washington
$244K
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$240K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$239K
DADC
269
D.A. Davidson & Co
Montana
$238K
AssetMark Inc
270
AssetMark Inc
California
$230K
PA
271
Profund Advisors
Maryland
$230K
B
272
Bailard
California
$225K
SRL
273
Scientech Research LLC
New Jersey
$218K
QCG
274
Quadrant Capital Group
Ohio
$207K
HFO
275
Heritage Family Offices
Arizona
$207K