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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$11K +$2.29K +20 +22%
WSFS
302
Wilmington Savings Fund Society
Delaware
$10.3K
RA
303
Rise Advisors
New York
$8.86K -$18.1K -158 -63%
FFA
304
Farther Finance Advisors
California
$7.9K +$457 +4 +5%
PTC
305
Private Trust Company
Ohio
$7.53K
HWM
306
Hemington Wealth Management
Virginia
$7K +$1.14K +10 +14%
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$6.86K
TSMHT
308
Thurston Springer Miller Herd & Titak
Indiana
$6.2K
RIL
309
Rothschild Investment LLC
Illinois
$5.72K -$571 -5 -8%
GC
310
Globeflex Capital
California
$5.24K
LSA
311
Leonteq Securities AG
Switzerland
$4.96K +$5.94K +52 New
BIA
312
Bell Investment Advisors
California
$4.67K +$1.49K +13 +36%
PWMG
313
Private Wealth Management Group
New Jersey
$4.67K +$1.71K +15 +44%
CFD
314
Creative Financial Designs
Indiana
$4.67K +$1.26K +11 +29%
CWC
315
Carolinas Wealth Consulting
North Carolina
$4.03K -$114 -1 -2%
FIA
316
FNY Investment Advisers
New York
$4K +$5.14K +45 New
Jones Financial Companies
317
Jones Financial Companies
Missouri
$3.79K +$4.57K +40 New
SCM
318
Sterling Capital Management
North Carolina
$3.72K +$114 +1 +3%
TWD
319
True Wealth Design
Ohio
$3.43K +$4.11K +36 New
MAFA
320
MJT & Associates Financial Advisory
Minnesota
$3.05K +$3.66K +32 New
IA
321
IFP Advisors
Florida
$2.67K
TC
322
Truvestments Capital
Florida
$2.67K
SC
323
SouthState Corp
Florida
$2.57K +$3.08K +27 New
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$2.48K
SO
325
Sierra Ocean
California
$2.29K