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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
251
Round Rock Advisors
Connecticut
$595K -$85.5K -420 -13%
CFO
252
Callan Family Office
Pennsylvania
$586K +$569K +2,798 New
ECM
253
Everence Capital Management
Indiana
$582K
ET
254
Entropy Technologies
New York
$578K +$561K +2,759 New
IIC
255
Integrated Investment Consultants
Michigan
$574K -$19.7K -97 -3%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$573K -$374K -1,839 -40%
RR
257
Robotti Robert
$571K -$407K -2,000 -42%
FDP
258
Financiere des Professionnels
Quebec, Canada
$564K
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$564K +$101K +498 +23%
OQS
260
Occudo Quantitative Strategies
Florida
$557K -$144K -709 -21%
GI
261
GAMMA Investing
California
$543K +$66.5K +327 +14%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$530K +$14.7K +72 +3%
CWM
263
CIBC World Markets
New York
$523K +$508K +2,496 New
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$506K +$464K +2,279 New
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$505K
CG
266
Caprock Group
Idaho
$478K +$62.1K +305 +15%
FCH
267
Freestone Capital Holdings
Washington
$478K -$83.2K -409 -15%
II
268
Inspire Investing
Idaho
$467K -$100K -492 -18%
AHL
269
Abel Hall LLC
Louisiana
$464K +$451K +2,214 New
JF
270
Jump Financial
Illinois
$461K +$448K +2,200 New
OIA
271
OneDigital Investment Advisors
Kansas
$455K -$131K -646 -23%
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$451K +$27.7K +136 +7%
SFA
273
Sequoia Financial Advisors
Ohio
$448K +$122K +599 +39%
JCIA
274
Jackson Creek Investment Advisors
Colorado
$445K -$259K -1,273 -37%
OF
275
Optimize Financial
California
$436K +$5.7K +28 +1%