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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bell Investment Advisors
California
$8.08K
SS
327
SBI Securities
Japan
$8.08K
HIM
328
Hillsdale Investment Management
Ontario, Canada
$7.95K
FFA
329
Farther Finance Advisors
California
$7.55K
GC
330
Globeflex Capital
California
$7.29K
W
331
WealthCollab
Washington
$6.89K
RIL
332
Rothschild Investment LLC
Illinois
$5.96K
MAFA
333
MJT & Associates Financial Advisory
Minnesota
$5.3K
HNW
334
High Note Wealth
Minnesota
$5.3K
CFD
335
Creative Financial Designs
Indiana
$5.04K
HFS
336
Hantz Financial Services
Michigan
$5K
Jones Financial Companies
337
Jones Financial Companies
Missouri
$4.89K
TC
338
Truvestments Capital
Florida
$3.71K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$3.44K
RAM
340
Riggs Asset Management
Pennsylvania
$3.44K
SO
341
Sierra Ocean
California
$3.18K
AEPWM
342
Atlantic Edge Private Wealth Management
Florida
$3.05K
AGWCA
343
Annis Gardner Whiting Capital Advisors
Florida
$2.78K
CT
344
Clearstead Trust
Maine
$2.65K
RWM
345
Rialto Wealth Management
New York
$2.25K
NC
346
NewSquare Capital
Pennsylvania
$1.85K
MA
347
Montag & Associates
Georgia
$1.69K
HFS
348
Hughes Financial Services
Virginia
$1.68K
FNWA
349
Financial Network Wealth Advisors
Utah
$1.32K
JWA
350
JFS Wealth Advisors
Pennsylvania
$1.19K