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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Sequoia Financial Advisors
Ohio
$205K
SGI
277
Summit Global Investments
Utah
$203K
SAI
278
Savvy Advisors Inc
New York
$203K
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$201K
SAM
280
Shell Asset Management
Netherlands
$170K
CPBTD
281
Central Pacific Bank - Trust Division
Hawaii
$162K
HNB
282
Hilltop National Bank
Wyoming
$158K
BC
283
Bayforest Capital
United Kingdom
$155K
KBC Group
284
KBC Group
Belgium
$152K
SPIA
285
Steward Partners Investment Advisory
New York
$151K
S
286
SignatureFD
Georgia
$150K
SAM
287
Smartleaf Asset Management
Massachusetts
$139K
VCM
288
Versant Capital Management
Arizona
$127K
PS
289
Principal Securities
Iowa
$118K
MYIA
290
Mount Yale Investment Advisors
Colorado
$96.6K
AAM
291
Advisors Asset Management
Colorado
$87.6K
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$79.1K
FHA
293
First Horizon Advisors
Tennessee
$72.7K
AF
294
Allworth Financial
California
$70.6K
MCM
295
MAI Capital Management
Ohio
$64.5K
HNB
296
Huntington National Bank
Ohio
$62.7K
PA
297
Parallel Advisors
California
$56.7K
Ohio Public Employees Retirement System (OPERS)
298
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.8K
MCM
299
Manchester Capital Management
Vermont
$43.1K
UB
300
UMB Bank
Missouri
$41.5K