AEIS icon

Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 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: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
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
MGP
351
M&G plc
United Kingdom
$136K
CPBTD
352
Central Pacific Bank - Trust Division
Hawaii
$124K
FFA
353
Farther Finance Advisors
California
$116K
HNB
354
Huntington National Bank
Ohio
$102K
AAP
355
Arax Advisory Partners
Colorado
$98.6K
GFA
356
Godfrey Financial Associates
New York
$94.2K
SAG
357
SageView Advisory Group
California
$92.4K
PA
358
Parallel Advisors
California
$91.3K
UB
359
UMB Bank
Missouri
$90.7K
Jones Financial Companies
360
Jones Financial Companies
Missouri
$84.6K
EWA
361
EverSource Wealth Advisors
Alabama
$75.6K
MCM
362
MAI Capital Management
Ohio
$75.4K
TM
363
Torren Management
California
$62.6K
SL
364
Salomon & Ludwin
Virginia
$61.7K
ERSOT
365
Employees Retirement System of Texas
Texas
$60K
SOW
366
State of Wyoming
Wyoming
$55.5K
SCM
367
Sterling Capital Management
North Carolina
$51.5K
PPC
368
Park Place Capital
Alabama
$50.7K
MWPCG
369
Measured Wealth Private Client Group
New Hampshire
$48.8K
LSA
370
Leonteq Securities AG
Switzerland
$45.4K
UFF
371
USA Financial Formulas
Michigan
$43.8K
DB
372
Danske Bank
Denmark
$41.9K
CFB
373
Cullen/Frost Bankers
Texas
$40.6K
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$37.7K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$35.8K