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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$247K -$3.37M -16,559 -93%
HIC
327
Hartline Investment Corp
Illinois
$246K -$814 -4 -0.3%
JSW
328
Journey Strategic Wealth
New Jersey
$244K +$237K +1,166 New
RCAG
329
Rehmann Capital Advisory Group
Michigan
$243K +$236K +1,160 New
PS
330
Principal Securities
Iowa
$241K +$18.3K +90 +8%
KBC Group
331
KBC Group
Belgium
$240K
FTWA
332
Fifth Third Wealth Advisors
Ohio
$239K +$232K +1,140 New
RWM
333
Ritholtz Wealth Management
New York
$234K +$227K +1,117 New
SPIA
334
Steward Partners Investment Advisory
New York
$233K -$8.14K -40 -3%
GC
335
Globeflex Capital
California
$231K
TSWM
336
Triangle Securities Wealth Management
North Carolina
$228K +$222K +1,090 New
TPWM
337
Twelve Points Wealth Management
Massachusetts
$227K +$210K +1,034 New
GT
338
Greenleaf Trust
Michigan
$221K +$215K +1,055 New
AAM
339
Advisors Asset Management
Colorado
$221K +$45.4K +223 +27%
SFS
340
Symphony Financial Services
Ohio
$220K +$214K +1,050 New
KF
341
Krilogy Financial
Missouri
$218K +$169K +829 New
HNB
342
Hilltop National Bank
Wyoming
$214K -$34.6K -170 -14%
NL
343
Navalign LLC
California
$214K +$208K +1,020 New
M1FG
344
Mach-1 Financial Group
Arkansas
$211K +$206K +1,010 New
CFG
345
Cooper Financial Group
California
$209K +$204K +1,000 New
VCM
346
Versant Capital Management
Arizona
$200K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$190K +$11.8K +58 +7%
ETC
348
Exchange Traded Concepts
Oklahoma
$173K +$168K +824 New
HI
349
Horizon Investments
North Carolina
$173K +$168K +824 New
PWPS
350
Pinnacle Wealth Planning Services
Ohio
$168K +$163K +801 New