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Advanced Energy

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
351
Fortitude Family Office
Arizona
$1.19K +$1.19K +9 New
PWMG
352
Private Wealth Management Group
New Jersey
$928 -$5.57K -42 -86%
PWA
353
Physician Wealth Advisors
Utah
$795 -$265 -2 -25%
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$795
CFO
355
CVA Family Office
Colorado
$795 +$795 +6 New
GC
356
Garde Capital
Washington
$663
CPG
357
Cornerstone Planning Group
New Jersey
$419
SIC
358
SJS Investment Consulting
Ohio
$265 -$663 -5 -71%
AWM
359
Abound Wealth Management
Tennessee
$265
PWAM
360
Private Wealth Asset Management
Iowa
$265
HIA
361
HFM Investment Advisors
New Jersey
$265 +$133 +1 +100%
BHWM
362
Bay Harbor Wealth Management
Maryland
$265 +$133 +1 +100%
LFG
363
Larson Financial Group
Missouri
$133
PWM
364
Parkworth Wealth Management
California
$133
TIM
365
Tortoise Investment Management
New York
$133 +$133 +1 New
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$133 +$133 +1 New
MIM
367
MetLife Investment Management
New Jersey
-$14.2M -148,479 Closed
TC
368
TwinBeech Capital
New York
-$6.54M -68,587 Closed
Select Equity Group
369
Select Equity Group
New York
-$3.42M -35,917 Closed
CF
370
Corebridge Financial
Texas
-$1.86M -19,552 Closed
Holocene Advisors
371
Holocene Advisors
New York
-$1.43M -14,990 Closed
GCP
372
GSA Capital Partners
United Kingdom
-$725K -7,610 Closed
FRM
373
Fox Run Management
Connecticut
-$644K -6,757 Closed
KCM
374
Kennedy Capital Management
Missouri
-$496K -5,204 Closed
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
-$451K -4,736 Closed