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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
Invesco
Georgia
$43.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$264M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
326
SBI Securities
Japan
$8.08K +$8.08K +61 New
HIM
327
Hillsdale Investment Management
Ontario, Canada
$7.95K +$7.95K +60 New
FFA
328
Farther Finance Advisors
California
$7.55K -$3.45K -26 -31%
GC
329
Globeflex Capital
California
$7.29K – – –
W
330
WealthCollab
Washington
$6.89K +$6.89K +52 New
RIL
331
Rothschild Investment LLC
Illinois
$5.96K -$1.99K -15 -25%
MAFA
332
MJT & Associates Financial Advisory
Minnesota
$5.3K +$1.06K +8 +25%
HNW
333
High Note Wealth
Minnesota
$5.3K +$2.65K +20 +100%
CFD
334
Creative Financial Designs
Indiana
$5.04K -$1.46K -11 -22%
HFS
335
Hantz Financial Services
Michigan
$5K +$4.6K +34 +1,133%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$4.9K -$397 -3 -8%
TC
337
Truvestments Capital
Florida
$3.71K – – –
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$3.45K – – –
RAM
339
Riggs Asset Management
Pennsylvania
$3.45K +$3.45K +26 New
SO
340
Sierra Ocean
California
$3.18K – – –
AEPWM
341
Atlantic Edge Private Wealth Management
Florida
$3.05K – – –
AGWCA
342
Annis Gardner Whiting Capital Advisors
Florida
$2.78K +$2.78K +21 New
CT
343
Clearstead Trust
Maine
$2.65K +$2.65K +20 New
RWM
344
Rialto Wealth Management
New York
$2.25K +$2.25K +17 New
NC
345
NewSquare Capital
Pennsylvania
$1.86K – – –
MA
346
Montag & Associates
Georgia
$1.69K – – –
HFS
347
Hughes Financial Services
Virginia
$1.68K +$979 +7 +140%
FNWA
348
Financial Network Wealth Advisors
Utah
$1.33K – – –
JWA
349
JFS Wealth Advisors
Pennsylvania
$1.19K -$1.59K -12 -57%
GWM
350
Geneos Wealth Management
Colorado
$1.19K +$1.19K +9 New
12 13
14
15 16