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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
276
Savvy Advisors Inc
New York
$290K +$26.1K +173 +11%
PA
277
Profund Advisors
Maryland
$289K -$5.72K -38 -2%
I
278
InceptionR
California
$287K -$80.9K -537 -24%
SFI
279
Susquehanna Fundamental Investments
Pennsylvania
$281K -$386K -2,564 -61%
EI
280
Ellevest Inc
New York
$280K -$87K -578 -26%
QCG
281
Quadrant Capital Group
Ohio
$267K +$903 +6 +0.4%
SCM
282
Shelton Capital Management
Colorado
$266K -$3.17M -21,040 -93%
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$265K +$234K +1,557 New
SFA
284
Sequoia Financial Advisors
Ohio
$262K -$452 -3 -0.2%
AssetMark Inc
285
AssetMark Inc
California
$261K -$30.4K -202 -12%
PWMAG
286
Pinnacle Wealth Management Advisory Group
New Jersey
$248K +$219K +1,455 New
RFC
287
Regions Financial Corp
Alabama
$244K +$216K +1,432 New
Bessemer Group
288
Bessemer Group
New Jersey
$238K +$175K +1,163 +497%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$237K -$63.1K -419 -23%
SRC
290
Sage Rhino Capital
California
$232K +$205K +1,361 New
GCM
291
Graham Capital Management
Connecticut
$231K -$473K -3,143 -70%
VT
292
Vise Technologies
New York
$229K +$203K +1,346 New
LAM
293
Longboard Asset Management
Arizona
$225K +$199K +1,321 New
SSIM
294
Sheets Smith Investment Management
Texas
$210K +$186K +1,233 New
PAM
295
PVG Asset Management
Colorado
$210K +$186K +1,233 New
EF
296
Empowered Funds
Pennsylvania
$209K +$185K +1,226 New
HFM
297
Harvest Fund Management
China
$208K +$184K +1,224 New
TRCT
298
Tower Research Capital (TRC)
New York
$204K -$452K -3,000 -71%
HNB
299
Hilltop National Bank
Wyoming
$203K
Capstone Investment Advisors
300
Capstone Investment Advisors
New York
$201K +$178K +1,182 New

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.