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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
FC
276
FORA Capital
Florida
$433K +$443K +2,179 New
CGH
277
Crossmark Global Holdings
Texas
$431K +$6.11K +30 +1%
State of Wisconsin Investment Board
278
State of Wisconsin Investment Board
Wisconsin
$428K -$315K -1,546 -43%
HAG
279
HighPoint Advisor Group
Illinois
$428K +$64.5K +317 +18%
CWAG
280
Compton Wealth Advisory Group
Virginia
$427K
NG
281
Norden Group
Utah
$425K +$414K +2,032 New
IFS
282
Ifrah Financial Services
Arkansas
$423K -$46.2K -227 -10%
DJYG
283
David J. Yvars Group
Florida
$420K
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$419K +$31.3K +154 +8%
FRM
285
Fox Run Management
Connecticut
$416K -$865K -4,251 -68%
William Blair & Company
286
William Blair & Company
Illinois
$416K -$47.8K -235 -11%
TPI
287
Trust Point Inc
Wisconsin
$415K -$14.2K -70 -3%
CL
288
Choreo LLC
Illinois
$413K +$37.9K +186 +11%
HFO
289
Heritage Family Offices
Arizona
$403K -$102K -503 -21%
TRCT
290
Tower Research Capital (TRC)
New York
$395K +$140K +688 +57%
VT
291
Vise Technologies
New York
$392K +$107K +528 +39%
BIG
292
Brooklyn Investment Group
New York
$392K +$367K +1,804 New
DADC
293
D.A. Davidson & Co
Montana
$386K -$3.66K -18 -1%
MFS
294
Mirabella Financial Services
United Kingdom
$368K +$358K +1,758 New
SAI
295
Savvy Advisors Inc
New York
$358K +$1.63K +8 +0.5%
TSS
296
Two Sigma Securities
New York
$356K +$346K +1,699 New
PA
297
Profund Advisors
Maryland
$354K -$814 -4 -0.2%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$352K +$25.6K +126 +8%
HR
299
Howe & Rusling
New York
$351K -$100K -493 -23%
HF
300
HRT Financial
New York
$347K -$1.67M -8,226 -83%