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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
JWA
326
JFS Wealth Advisors
Pennsylvania
$2K 21
HNW
327
High Note Wealth
Minnesota
$1.91K 20
HI
328
Harbour Investments
Wisconsin
$1.72K 18
FPF
329
First Pacific Financial
Washington
$1.62K 17 +17 New
TPCW
330
TD Private Client Wealth
New York
$1.62K 17 +17 New
NC
331
NewSquare Capital
Pennsylvania
$1.33K 14 +14 New
MA
332
Montag & Associates
Georgia
$1.21K 13
SC
333
Stephens Consulting
Michigan
$954 10 +10 New
HCP
334
Hexagon Capital Partners
Arkansas
$953 10
FNWA
335
Financial Network Wealth Advisors
Utah
$953 10 +10 New
PWA
336
Physician Wealth Advisors
Utah
$763 8 -5 -38%
SIC
337
SJS Investment Consulting
Ohio
$668 7
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$572 6
GFPC
339
Global Financial Private Client
Florida
$572 6 +4 +200%
GC
340
Garde Capital
Washington
$477 5 +5 New
HFS
341
Hughes Financial Services
Virginia
$476 5 +5 New
CPG
342
Cornerstone Planning Group
New Jersey
$274 3 +3 New
AWM
343
Abound Wealth Management
Tennessee
$191 2 -1 -33%
PWAM
344
Private Wealth Asset Management
Iowa
$191 2 +2 New
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$113 1 +1 New
TFM
346
TFC Financial Management
Massachusetts
$96 1
HIA
347
HFM Investment Advisors
New Jersey
$96 1 +1 New
LFG
348
Larson Financial Group
Missouri
$95 1
PWM
349
Parkworth Wealth Management
California
$95 1
BHWM
350
Bay Harbor Wealth Management
Maryland
$95 1 +1 New