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Advanced Energy

395 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 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:

0.9% more ownership

Funds ownership: 105.86%106.76% (+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
395
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
MCM
326
Manchester Capital Management
Vermont
$55.3K
UB
327
UMB Bank
Missouri
$55.3K
UFF
328
USA Financial Formulas
Michigan
$53.8K
SL
329
Salomon & Ludwin
Virginia
$45.9K
MWPCG
330
Measured Wealth Private Client Group
New Hampshire
$36.1K
DB
331
Danske Bank
Denmark
$34K
FFA
332
Farther Finance Advisors
California
$29.4K
PFBT
333
Parkside Financial Bank & Trust
Missouri
$26.9K
PTC
334
Private Trust Company
Ohio
$25.9K
AIC
335
Archer Investment Corporation
Indiana
$25.5K
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$24.3K
CFB
337
Cullen/Frost Bankers
Texas
$23.5K
PWM
338
Proathlete Wealth Management
Florida
$23.4K
HFS
339
Hantz Financial Services
Michigan
$23K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$23K
RA
341
Rise Advisors
New York
$17.2K
SCM
342
Sterling Capital Management
North Carolina
$15.7K
LFG
343
Larson Financial Group
Missouri
$15.1K
C
344
Covestor
United Kingdom
$15K
BFS
345
Bare Financial Services
Pennsylvania
$14.6K
MEG
346
Millstone Evans Group
Colorado
$14.5K
HWM
347
Hemington Wealth Management
Virginia
$14K
RFP
348
Root Financial Partners
California
$13.4K
GRP
349
Global Retirement Partners
California
$12.9K
TWD
350
True Wealth Design
Ohio
$12.3K