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Advanced Energy

397 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%106.77% (+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
397
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
EWA
326
EverSource Wealth Advisors
Alabama
$63.6K
MCM
327
MAI Capital Management
Ohio
$63.5K
MCM
328
Manchester Capital Management
Vermont
$55.3K
UB
329
UMB Bank
Missouri
$55.3K
UFF
330
USA Financial Formulas
Michigan
$53.8K
SL
331
Salomon & Ludwin
Virginia
$45.9K
MWPCG
332
Measured Wealth Private Client Group
New Hampshire
$36.1K
DB
333
Danske Bank
Denmark
$34K
FFA
334
Farther Finance Advisors
California
$29.4K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$26.9K
PTC
336
Private Trust Company
Ohio
$25.9K
AIC
337
Archer Investment Corporation
Indiana
$25.5K
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$24.3K
CFB
339
Cullen/Frost Bankers
Texas
$23.5K
PWM
340
Proathlete Wealth Management
Florida
$23.4K
HFS
341
Hantz Financial Services
Michigan
$23K
Jones Financial Companies
342
Jones Financial Companies
Missouri
$23K
RA
343
Rise Advisors
New York
$17.2K
SCM
344
Sterling Capital Management
North Carolina
$15.7K
LFG
345
Larson Financial Group
Missouri
$15.1K
C
346
Covestor
United Kingdom
$15K
BFS
347
Bare Financial Services
Pennsylvania
$14.6K
MEG
348
Millstone Evans Group
Colorado
$14.5K
HWM
349
Hemington Wealth Management
Virginia
$14K
RFP
350
Root Financial Partners
California
$13.4K