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Advanced Energy

399 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 143 increasing their positions, 144 reducing their positions, and 35 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:

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
399
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
LSA
334
Leonteq Securities AG
Switzerland
$32.8K
FFA
335
Farther Finance Advisors
California
$29.4K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$26.9K
PTC
337
Private Trust Company
Ohio
$25.9K
AIC
338
Archer Investment Corporation
Indiana
$25.5K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$24.3K
WOSD
340
WFA of San Diego
California
$23.8K
CFB
341
Cullen/Frost Bankers
Texas
$23.5K
PWM
342
Proathlete Wealth Management
Florida
$23.4K
HFS
343
Hantz Financial Services
Michigan
$23K
Jones Financial Companies
344
Jones Financial Companies
Missouri
$23K
RA
345
Rise Advisors
New York
$17.2K
SCM
346
Sterling Capital Management
North Carolina
$15.7K
LFG
347
Larson Financial Group
Missouri
$15.1K
C
348
Covestor
United Kingdom
$15K
BFS
349
Bare Financial Services
Pennsylvania
$14.6K
MEG
350
Millstone Evans Group
Colorado
$14.5K