AEIS icon

Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
326
Journey Strategic Wealth
New Jersey
$244K
RCAG
327
Rehmann Capital Advisory Group
Michigan
$243K
PS
328
Principal Securities
Iowa
$241K
KBC Group
329
KBC Group
Belgium
$240K
FTWA
330
Fifth Third Wealth Advisors
Ohio
$239K
RWM
331
Ritholtz Wealth Management
New York
$234K
SPIA
332
Steward Partners Investment Advisory
New York
$233K
GC
333
Globeflex Capital
California
$231K
TSWM
334
Triangle Securities Wealth Management
North Carolina
$228K
TPWM
335
Twelve Points Wealth Management
Massachusetts
$227K
GT
336
Greenleaf Trust
Michigan
$221K
AAM
337
Advisors Asset Management
Colorado
$221K
SFS
338
Symphony Financial Services
Ohio
$220K
KF
339
Krilogy Financial
Missouri
$218K
HNB
340
Hilltop National Bank
Wyoming
$214K
NL
341
Navalign LLC
California
$214K
M1FG
342
Mach-1 Financial Group
Arkansas
$211K
CFG
343
Cooper Financial Group
California
$209K
VCM
344
Versant Capital Management
Arizona
$200K
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$190K
ETC
346
Exchange Traded Concepts
Oklahoma
$173K
HI
347
Horizon Investments
North Carolina
$173K
PWPS
348
Pinnacle Wealth Planning Services
Ohio
$168K
AF
349
Allworth Financial
California
$142K
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$139K