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Advanced Energy

574 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 201

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Gibbs Wealth Management
Georgia
$496K
RFC
352
Regions Financial Corp
Alabama
$483K
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$480K
MFS
354
Mirabella Financial Services
United Kingdom
$475K
SCM
355
Shelton Capital Management
Colorado
$471K
RRA
356
Round Rock Advisors
Connecticut
$460K
STA
357
Summit Trail Advisors
New York
$457K
Commonwealth Equity Services
358
Commonwealth Equity Services
Massachusetts
$455K
JSW
359
Journey Strategic Wealth
New Jersey
$451K
JCIA
360
Jackson Creek Investment Advisors
Colorado
$447K
S
361
SignatureFD
Georgia
$438K
AB
362
ANB Bank
Colorado
$436K
SFS
363
Sowell Financial Services
Arkansas
$431K
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$426K
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$425K
YDMI
366
Y.D. More Investments
Israel
$420K
P8IP
367
Pier 88 Investment Partners
California
$420K
HCMT
368
Highland Capital Management (Tennessee)
Tennessee
$410K
SOS
369
Silver Oak Securities
Tennessee
$403K
HFM
370
Harvest Fund Management
China
$401K
NA
371
NewEdge Advisors
Louisiana
$399K
HIM
372
Hillsdale Investment Management
Ontario, Canada
$399K
CIBC Asset Management
373
CIBC Asset Management
Ontario, Canada
$396K
VT
374
Vise Technologies
New York
$392K
PS
375
Principal Securities
Iowa
$391K