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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
Callan Family Office
Pennsylvania
$586K
ECM
252
Everence Capital Management
Indiana
$582K
ET
253
Entropy Technologies
New York
$578K
IIC
254
Integrated Investment Consultants
Michigan
$574K
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$573K
RR
256
Robotti Robert
$571K
FDP
257
Financiere des Professionnels
Quebec, Canada
$564K
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$564K
OQS
259
Occudo Quantitative Strategies
Florida
$557K
GI
260
GAMMA Investing
California
$543K
Baird Financial Group
261
Baird Financial Group
Wisconsin
$530K
CWM
262
CIBC World Markets
New York
$523K
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$506K
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$505K
CG
265
Caprock Group
Idaho
$478K
FCH
266
Freestone Capital Holdings
Washington
$478K
II
267
Inspire Investing
Idaho
$467K
AHL
268
Abel Hall LLC
Louisiana
$464K
JF
269
Jump Financial
Illinois
$461K
OIA
270
OneDigital Investment Advisors
Kansas
$455K
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$451K
SFA
272
Sequoia Financial Advisors
Ohio
$448K
JCIA
273
Jackson Creek Investment Advisors
Colorado
$445K
OF
274
Optimize Financial
California
$436K
FC
275
FORA Capital
Florida
$433K