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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$347K
SFI
302
Susquehanna Fundamental Investments
Pennsylvania
$345K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$340K
RFC
304
Regions Financial Corp
Alabama
$340K
LWAM
305
Legacy Wealth Asset Management
Minnesota
$336K
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$335K
Canada Pension Plan Investment Board
307
Canada Pension Plan Investment Board
Ontario, Canada
$335K
EI
308
Ellevest Inc
New York
$327K
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$305K
SCM
310
Shelton Capital Management
Colorado
$302K
PWG
311
Portside Wealth Group
Utah
$300K
KAS
312
Kestra Advisory Services
Texas
$300K
AB
313
ANB Bank
Colorado
$293K
SAM
314
Smartleaf Asset Management
Massachusetts
$292K
SRC
315
Sage Rhino Capital
California
$281K
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$279K
FFM
317
Forum Financial Management
Illinois
$274K
NA
318
NewEdge Advisors
Louisiana
$263K
SFS
319
Sowell Financial Services
Arkansas
$262K
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$257K
HFM
321
Harvest Fund Management
China
$256K
Ohio Public Employees Retirement System (OPERS)
322
Ohio Public Employees Retirement System (OPERS)
Ohio
$253K
S
323
SignatureFD
Georgia
$251K
Focus Partners Wealth
324
Focus Partners Wealth
Massachusetts
$247K
HIC
325
Hartline Investment Corp
Illinois
$246K