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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$347K +$24.8K +122 +8%
SFI
302
Susquehanna Fundamental Investments
Pennsylvania
$345K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$340K -$122K -601 -27%
RFC
304
Regions Financial Corp
Alabama
$340K +$38.9K +191 +13%
LWAM
305
Legacy Wealth Asset Management
Minnesota
$336K +$326K +1,604 New
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$335K -$1.01M -4,953 -76%
Canada Pension Plan Investment Board
307
Canada Pension Plan Investment Board
Ontario, Canada
$335K -$366K -1,800 -53%
EI
308
Ellevest Inc
New York
$327K -$16.9K -83 -5%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$305K
SCM
310
Shelton Capital Management
Colorado
$302K -$25.2K -124 -8%
PWG
311
Portside Wealth Group
Utah
$300K +$292K +1,434 New
KAS
312
Kestra Advisory Services
Texas
$300K +$292K +1,433 New
AB
313
ANB Bank
Colorado
$293K +$285K +1,399 New
SAM
314
Smartleaf Asset Management
Massachusetts
$292K +$45K +221 +19%
SRC
315
Sage Rhino Capital
California
$281K -$3.87K -19 -1%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$279K +$87.7K +431 +48%
FFM
317
Forum Financial Management
Illinois
$274K +$267K +1,310 New
NA
318
NewEdge Advisors
Louisiana
$263K +$177K +870 +225%
SFS
319
Sowell Financial Services
Arkansas
$262K +$254K +1,249 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$257K -$249K -1,222 -50%
ASC
321
Ares Systematic Credit
$256K +$249K +1,225 New
HFM
322
Harvest Fund Management
China
$256K
Ohio Public Employees Retirement System (OPERS)
323
Ohio Public Employees Retirement System (OPERS)
Ohio
$253K +$167K +822 +214%
S
324
SignatureFD
Georgia
$251K +$5.9K +29 +2%
JRPIM
325
Journey Retirement Planning & Investment Management
Idaho
$249K +$242K +1,191 New