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Advanced Energy

397 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 36 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%106.77% (+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
397
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
GRP
351
Global Retirement Partners
California
$12.9K
TWD
352
True Wealth Design
Ohio
$12.3K
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$12.3K
HIM
354
Hillsdale Investment Management
Ontario, Canada
$10.2K
WANY
355
Wealthspire Advisors (New York)
New York
$9.36K
W
356
WealthCollab
Washington
$8.85K
Optiver Holding
357
Optiver Holding
Netherlands
$8.17K
IA
358
IFP Advisors
Florida
$7.49K
SS
359
SBI Securities
Japan
$7.15K
MAFA
360
MJT & Associates Financial Advisory
Minnesota
$6.81K
HNW
361
High Note Wealth
Minnesota
$6.29K
RIL
362
Rothschild Investment LLC
Illinois
$5.96K
MG
363
Mather Group
Illinois
$5.96K
CA
364
Clearstead Advisors
Ohio
$5.62K
IP
365
Isthmus Partners
Wisconsin
$5.11K
RWS
366
Retirement Wealth Solutions
Wisconsin
$5.11K
TC
367
Truvestments Capital
Florida
$4.76K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$4.08K
AEPWM
369
Atlantic Edge Private Wealth Management
Florida
$3.91K
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$3.57K
CT
371
Clearstead Trust
Maine
$3.4K
MA
372
Montag & Associates
Georgia
$3.38K
BIA
373
Bell Investment Advisors
California
$3.23K
RWM
374
Rialto Wealth Management
New York
$2.89K
HFS
375
Hughes Financial Services
Virginia
$2.63K