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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
Invesco
Georgia
$43.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$264M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
301
Arax Advisory Partners
Colorado
$36K +$20.7K +156 +134%
WT
302
Whittier Trust
California
$34.7K – – –
Bessemer Group
303
Bessemer Group
New Jersey
$31K +$15.4K +116 +98%
BIG
304
Brooklyn Investment Group
New York
$25K +$5.7K +43 +29%
TPWA
305
Twin Peaks Wealth Advisors
California
$21.8K +$21.8K +137 New
QL
306
Quarry LP
New York
$21.2K -$51.8K -391 -71%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$20.7K -$2.39K -18 -10%
AIC
308
Archer Investment Corporation
Indiana
$19.9K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$19.1K -$663 -5 -3%
WOSD
310
WFA of San Diego
California
$18.6K +$18.6K +140 New
PWM
311
Proathlete Wealth Management
Florida
$18.2K – – –
CTC
312
Central Trust Company
Missouri
$15.6K – – –
IA
313
IFP Advisors
Florida
$15.1K -$2.67K -28 Closed
WSFS
314
Wilmington Savings Fund Society
Delaware
$14.2K -$133 -1 -0.9%
RA
315
Rise Advisors
New York
$12.9K +$530 +4 +4%
SCM
316
Sterling Capital Management
North Carolina
$12.1K +$6.89K +52 +133%
MEG
317
Millstone Evans Group
Colorado
$11.3K -$11.3K -85 -50%
PTC
318
Private Trust Company
Ohio
$10.5K – – –
HWM
319
Hemington Wealth Management
Virginia
$10K – – –
BFS
320
Bare Financial Services
Pennsylvania
$9.81K +$6.76K +51 +222%
Mitsubishi UFJ Asset Management
321
Mitsubishi UFJ Asset Management
Japan
$9.54K – – –
TWD
322
True Wealth Design
Ohio
$9.54K +$4.77K +36 +100%
GRP
323
Global Retirement Partners
California
$9.15K +$9.15K +69 New
TSMHT
324
Thurston Springer Miller Herd & Titak
Indiana
$8.61K – – –
BIA
325
Bell Investment Advisors
California
$8.08K +$1.59K +12 +24%
11 12
13
14 15