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Advanced Energy

574 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 201

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
Callan Family Office
Pennsylvania
$808K
SCM
302
Sandler Capital Management
New York
$807K
DB
303
Danske Bank
Denmark
$773K
CIM
304
CIM Investment Management
Pennsylvania
$772K
CCM
305
Coldstream Capital Management
Washington
$763K
ECM
306
Everence Capital Management
Indiana
$760K
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$751K
Renaissance Technologies
308
Renaissance Technologies
New York
$749K
AHL
309
Abel Hall LLC
Louisiana
$745K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$734K
SFA
311
Sequoia Financial Advisors
Ohio
$728K
CGH
312
Crossmark Global Holdings
Texas
$719K
RWM
313
Ritholtz Wealth Management
New York
$711K
JWCA
314
J.W. Cole Advisors
Florida
$709K
DnB Asset Management
315
DnB Asset Management
Norway
$703K
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$698K
IFG
317
Independent Financial Group
California
$694K
CG
318
Caprock Group
Idaho
$694K
IIC
319
Integrated Investment Consultants
Michigan
$686K
CWAG
320
Compton Wealth Advisory Group
Virginia
$679K
NG
321
Norden Group
Utah
$658K
FCH
322
Freestone Capital Holdings
Washington
$652K
Walleye Capital
323
Walleye Capital
New York
$648K
DJYG
324
David J. Yvars Group
Florida
$647K
CCIA
325
Campbell & Co Investment Adviser
Maryland
$641K