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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
Norges Bank
351
Norges Bank
Norway
-596,291 Closed
Balyasny Asset Management
352
Balyasny Asset Management
Illinois
-50,460 Closed
RC
353
Roubaix Capital
Colorado
-48,530 Closed
4A
354
4D Advisors
California
-22,500 Closed
LJAC
355
L.J. Altfest & Co
New York
-4,586 Closed
ADIM
356
Alpha DNA Investment Management
Maryland
-4,208 Closed
NIM
357
NEOS Investment Management
Connecticut
-3,780 Closed
TE
358
Tema ETFs
New York
-3,528 Closed
CWAG
359
Compton Wealth Advisory Group
Virginia
-2,926 Closed
KAS
360
Kestra Advisory Services
Texas
-2,459 Closed
Truist Financial
361
Truist Financial
North Carolina
-2,107 Closed
PA
362
Profund Advisors
Maryland
-2,098 Closed
DJYG
363
David J. Yvars Group
Florida
-2,005 Closed
CG
364
Caprock Group
Idaho
-1,960 Closed
PGFC
365
Peapack-Gladstone Financial Corp
New Jersey
-1,823 Closed
CL
366
Choreo LLC
Illinois
-1,774 Closed
VWM
367
Venturi Wealth Management
Texas
-640 Closed
MAM
368
Meeder Asset Management
Ohio
-350 Closed
CAS
369
Coppell Advisory Solutions
Texas
-206 Closed
GIA
370
GHP Investment Advisors
Colorado
-178 Closed
CFGS
371
Concourse Financial Group Securities
Alabama
-86 Closed
EC
372
Elequin Capital
New York
-72 Closed
LFA
373
LGT Financial Advisors
Texas
-68 Closed
EBA
374
Eagle Bay Advisors
New York
-60 Closed
GM
375
GeoWealth Management
Illinois
-43 Closed