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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
WSFS
301
Wilmington Savings Fund Society
Delaware
$10.3K 108
RA
302
Rise Advisors
New York
$8.86K 93 -158 -63%
FFA
303
Farther Finance Advisors
California
$7.9K 83 +4 +5%
PTC
304
Private Trust Company
Ohio
$7.53K 79
HWM
305
Hemington Wealth Management
Virginia
$7K 83 +10 +14%
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$6.86K 72
TSMHT
307
Thurston Springer Miller Herd & Titak
Indiana
$6.2K 65
RIL
308
Rothschild Investment LLC
Illinois
$5.72K 60 -5 -8%
GC
309
Globeflex Capital
California
$5.24K 55
BIA
310
Bell Investment Advisors
California
$4.67K 49 +13 +36%
PWMG
311
Private Wealth Management Group
New Jersey
$4.67K 49 +15 +44%
CFD
312
Creative Financial Designs
Indiana
$4.67K 49 +11 +29%
CWC
313
Carolinas Wealth Consulting
North Carolina
$4.03K 42 -1 -2%
FIA
314
FNY Investment Advisers
New York
$4K 45 +45 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$3.79K 40 +40 New
SCM
316
Sterling Capital Management
North Carolina
$3.72K 39 +1 +3%
TWD
317
True Wealth Design
Ohio
$3.43K 36 +36 New
MAFA
318
MJT & Associates Financial Advisory
Minnesota
$3.05K 32 +32 New
IA
319
IFP Advisors
Florida
$2.67K 28
TC
320
Truvestments Capital
Florida
$2.67K 28
SC
321
SouthState Corp
Florida
$2.57K 27 +27 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$2.48K 26
SO
323
Sierra Ocean
California
$2.29K 24
AEPWM
324
Atlantic Edge Private Wealth Management
Florida
$2.19K 23
BFS
325
Bare Financial Services
Pennsylvania
$2.19K 23 +23 New