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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
301
Hartline Investment Corp
Illinois
$200K +$177K +1,178 New
S
302
SignatureFD
Georgia
$199K +$5.12K +34 +3%
SPIA
303
Steward Partners Investment Advisory
New York
$197K +$2.56K +17 +1%
KBC Group
304
KBC Group
Belgium
$195K
SAM
305
Smartleaf Asset Management
Massachusetts
$191K +$14.9K +99 +9%
GC
306
Globeflex Capital
California
$188K +$158K +1,048 +1,905%
PS
307
Principal Securities
Iowa
$181K +$26.2K +174 +20%
Walleye Capital
308
Walleye Capital
New York
$168K +$149K +987 New
VCM
309
Versant Capital Management
Arizona
$163K
AAP
310
Arax Advisory Partners
Colorado
$154K +$95.5K +634 +233%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$154K +$136K +903 New
A
312
AlphaQuest
New York
$151K +$134K +890 New
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$144K +$128K +847 +84,700%
AAM
314
Advisors Asset Management
Colorado
$142K +$25.7K +171 +26%
WC
315
Wexford Capital
Florida
$133K +$117K +779 New
CPG
316
Cornerstone Planning Group
New Jersey
$132K +$77.7K +516 +17,200%
CPBTD
317
Central Pacific Bank - Trust Division
Hawaii
$129K -$69.3K -460 -38%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$115K +$11.9K +79 +13%
AF
319
Allworth Financial
California
$99K +$7.38K +49 +9%
HNB
320
Huntington National Bank
Ohio
$92K +$10.2K +68 +14%
SAM
321
Shell Asset Management
Netherlands
$88K -$115K -761 -59%
PA
322
Parallel Advisors
California
$73K +$151 +1 +0.2%
NA
323
NewEdge Advisors
Louisiana
$65.8K +$58.3K +387 New
Ohio Public Employees Retirement System (OPERS)
324
Ohio Public Employees Retirement System (OPERS)
Ohio
$65.5K -$3.16K -21 -5%
ASN
325
Advisory Services Network
Georgia
$64.8K +$57.4K +381 New

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.