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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Principal Securities
Iowa
$241K
KBC Group
327
KBC Group
Belgium
$240K
FTWA
328
Fifth Third Wealth Advisors
Ohio
$239K
RWM
329
Ritholtz Wealth Management
New York
$234K
SPIA
330
Steward Partners Investment Advisory
New York
$233K
GC
331
Globeflex Capital
California
$231K
TSWM
332
Triangle Securities Wealth Management
North Carolina
$228K
TPWM
333
Twelve Points Wealth Management
Massachusetts
$227K
GT
334
Greenleaf Trust
Michigan
$221K
AAM
335
Advisors Asset Management
Colorado
$221K
SFS
336
Symphony Financial Services
Ohio
$220K
KF
337
Krilogy Financial
Missouri
$218K
HNB
338
Hilltop National Bank
Wyoming
$214K
NL
339
Navalign LLC
California
$214K
M1FG
340
Mach-1 Financial Group
Arkansas
$211K
CFG
341
Cooper Financial Group
California
$209K
VCM
342
Versant Capital Management
Arizona
$200K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$190K
ETC
344
Exchange Traded Concepts
Oklahoma
$173K
HI
345
Horizon Investments
North Carolina
$173K
PWPS
346
Pinnacle Wealth Planning Services
Ohio
$168K
AF
347
Allworth Financial
California
$142K
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$139K
MGP
349
M&G plc
United Kingdom
$136K
CPBTD
350
Central Pacific Bank - Trust Division
Hawaii
$124K