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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
276
Savvy Advisors Inc
New York
$290K
PA
277
Profund Advisors
Maryland
$289K
I
278
InceptionR
California
$287K
SFI
279
Susquehanna Fundamental Investments
Pennsylvania
$281K
EI
280
Ellevest Inc
New York
$280K
QCG
281
Quadrant Capital Group
Ohio
$267K
SCM
282
Shelton Capital Management
Colorado
$266K
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$265K
SFA
284
Sequoia Financial Advisors
Ohio
$262K
AssetMark Inc
285
AssetMark Inc
California
$261K
PWMAG
286
Pinnacle Wealth Management Advisory Group
New Jersey
$248K
RFC
287
Regions Financial Corp
Alabama
$244K
Bessemer Group
288
Bessemer Group
New Jersey
$238K
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$237K
SRC
290
Sage Rhino Capital
California
$232K
GCM
291
Graham Capital Management
Connecticut
$231K
VT
292
Vise Technologies
New York
$229K
LAM
293
Longboard Asset Management
Arizona
$225K
SSIM
294
Sheets Smith Investment Management
Texas
$210K
EF
295
Empowered Funds
Pennsylvania
$209K
HFM
296
Harvest Fund Management
China
$208K
TRCT
297
Tower Research Capital (TRC)
New York
$204K
HNB
298
Hilltop National Bank
Wyoming
$203K
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
$201K
HIC
300
Hartline Investment Corp
Illinois
$200K