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Advanced Energy

396 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
301
Hartline Investment Corp
Illinois
$200K
S
302
SignatureFD
Georgia
$199K
SPIA
303
Steward Partners Investment Advisory
New York
$197K
SAM
304
Smartleaf Asset Management
Massachusetts
$191K
GC
305
Globeflex Capital
California
$188K
PS
306
Principal Securities
Iowa
$181K
Walleye Capital
307
Walleye Capital
New York
$168K
VCM
308
Versant Capital Management
Arizona
$163K
AAP
309
Arax Advisory Partners
Colorado
$154K
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$154K
A
311
AlphaQuest
New York
$151K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$144K
AAM
313
Advisors Asset Management
Colorado
$142K
WC
314
Wexford Capital
Florida
$133K
CPG
315
Cornerstone Planning Group
New Jersey
$132K
CPBTD
316
Central Pacific Bank - Trust Division
Hawaii
$129K
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$115K
AF
318
Allworth Financial
California
$99K
HNB
319
Huntington National Bank
Ohio
$92K
SAM
320
Shell Asset Management
Netherlands
$88K
PA
321
Parallel Advisors
California
$73K
NA
322
NewEdge Advisors
Louisiana
$65.8K
Ohio Public Employees Retirement System (OPERS)
323
Ohio Public Employees Retirement System (OPERS)
Ohio
$65.5K
ASN
324
Advisory Services Network
Georgia
$64.8K
EWA
325
EverSource Wealth Advisors
Alabama
$63.6K