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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
326
Atlantic Edge Private Wealth Management
Florida
$2.19K
BFS
327
Bare Financial Services
Pennsylvania
$2.19K +$2.63K +23 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$2K
HNW
329
High Note Wealth
Minnesota
$1.91K
HI
330
Harbour Investments
Wisconsin
$1.72K
FPF
331
First Pacific Financial
Washington
$1.62K +$1.94K +17 New
TPCW
332
TD Private Client Wealth
New York
$1.62K +$1.94K +17 New
NC
333
NewSquare Capital
Pennsylvania
$1.33K +$1.6K +14 New
MA
334
Montag & Associates
Georgia
$1.21K
SC
335
Stephens Consulting
Michigan
$954 +$1.14K +10 New
HCP
336
Hexagon Capital Partners
Arkansas
$953
FNWA
337
Financial Network Wealth Advisors
Utah
$953 +$1.14K +10 New
PWA
338
Physician Wealth Advisors
Utah
$763 -$571 -5 -38%
SIC
339
SJS Investment Consulting
Ohio
$668
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$572
GFPC
341
Global Financial Private Client
Florida
$572 +$457 +4 +200%
GC
342
Garde Capital
Washington
$477 +$571 +5 New
HFS
343
Hughes Financial Services
Virginia
$476 +$571 +5 New
CPG
344
Cornerstone Planning Group
New Jersey
$274 +$343 +3 New
AWM
345
Abound Wealth Management
Tennessee
$191 -$114 -1 -33%
PWAM
346
Private Wealth Asset Management
Iowa
$191 +$228 +2 New
Toronto Dominion Bank
347
Toronto Dominion Bank
Ontario, Canada
$113 +$114 +1 New
TFM
348
TFC Financial Management
Massachusetts
$96
HIA
349
HFM Investment Advisors
New Jersey
$96 +$114 +1 New
LFG
350
Larson Financial Group
Missouri
$95