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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$41.3K
AAP
302
Arax Advisory Partners
Colorado
$36K
WT
303
Whittier Trust
California
$34.7K
Bessemer Group
304
Bessemer Group
New Jersey
$31K
BIG
305
Brooklyn Investment Group
New York
$25K
TPWA
306
Twin Peaks Wealth Advisors
California
$21.8K
QL
307
Quarry LP
New York
$21.2K
PFBT
308
Parkside Financial Bank & Trust
Missouri
$20.7K
AIC
309
Archer Investment Corporation
Indiana
$19.9K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$19.1K
WOSD
311
WFA of San Diego
California
$18.6K
PWM
312
Proathlete Wealth Management
Florida
$18.2K
CTC
313
Central Trust Company
Missouri
$15.6K
IA
314
IFP Advisors
Florida
$15.1K
WSFS
315
Wilmington Savings Fund Society
Delaware
$14.2K
RA
316
Rise Advisors
New York
$12.9K
SCM
317
Sterling Capital Management
North Carolina
$12.1K
MEG
318
Millstone Evans Group
Colorado
$11.3K
PTC
319
Private Trust Company
Ohio
$10.5K
HWM
320
Hemington Wealth Management
Virginia
$10K
BFS
321
Bare Financial Services
Pennsylvania
$9.81K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$9.54K
TWD
323
True Wealth Design
Ohio
$9.54K
GRP
324
Global Retirement Partners
California
$9.15K
TSMHT
325
Thurston Springer Miller Herd & Titak
Indiana
$8.61K