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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
276
Summit Global Investments
Utah
$203K +$203K +1,529 New
SAI
277
Savvy Advisors Inc
New York
$203K +$203K +1,531 New
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$201K -$148K -1,120 -42%
SAM
279
Shell Asset Management
Netherlands
$170K -$43.8K -330 -20%
CPBTD
280
Central Pacific Bank - Trust Division
Hawaii
$162K -$7.95K -60 -5%
HNB
281
Hilltop National Bank
Wyoming
$158K +$158K +1,193 New
BC
282
Bayforest Capital
United Kingdom
$155K -$355K -2,677 -70%
KBC Group
283
KBC Group
Belgium
$152K -$76.3K -574 -33%
SPIA
284
Steward Partners Investment Advisory
New York
$151K -$2.78K -21 -2%
S
285
SignatureFD
Georgia
$150K -$71.3K -538 -32%
SAM
286
Smartleaf Asset Management
Massachusetts
$139K -$25K -189 -15%
VCM
287
Versant Capital Management
Arizona
$127K -$12.3K -93 -9%
PS
288
Principal Securities
Iowa
$118K -$13.4K -101 -10%
MYIA
289
Mount Yale Investment Advisors
Colorado
$96.6K +$96.6K +729 New
AAM
290
Advisors Asset Management
Colorado
$87.6K +$16.2K +122 +23%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$79.1K +$5.04K +38 +7%
FHA
292
First Horizon Advisors
Tennessee
$72.7K +$5.04K +38 +7%
AF
293
Allworth Financial
California
$70.6K +$55.7K +420 +372%
MCM
294
MAI Capital Management
Ohio
$64.5K +$23.1K +174 +56%
HNB
295
Huntington National Bank
Ohio
$62.7K +$13.3K +100 +27%
PA
296
Parallel Advisors
California
$56.7K -$10.9K -82 -16%
Ohio Public Employees Retirement System (OPERS)
297
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.8K -$1.33K -10 -2%
MCM
298
Manchester Capital Management
Vermont
$43.1K – – –
UB
299
UMB Bank
Missouri
$41.5K +$12.5K +94 +43%
EWA
300
EverSource Wealth Advisors
Alabama
$41.3K +$16.7K +126 +68%
10 11
12
13 14