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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$1.19K
FFO
352
Fortitude Family Office
Arizona
$1.19K
PWMG
353
Private Wealth Management Group
New Jersey
$928
PWA
354
Physician Wealth Advisors
Utah
$795
DPW
355
DiNuzzo Private Wealth
Pennsylvania
$795
CFO
356
CVA Family Office
Colorado
$795
GC
357
Garde Capital
Washington
$663
CPG
358
Cornerstone Planning Group
New Jersey
$419
SIC
359
SJS Investment Consulting
Ohio
$265
AWM
360
Abound Wealth Management
Tennessee
$265
PWAM
361
Private Wealth Asset Management
Iowa
$265
BHWM
362
Bay Harbor Wealth Management
Maryland
$265
HIA
363
HFM Investment Advisors
New Jersey
$265
PWM
364
Parkworth Wealth Management
California
$133
LFG
365
Larson Financial Group
Missouri
$133
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$133
TIM
367
Tortoise Investment Management
New York
$133
MIM
368
MetLife Investment Management
New Jersey
TC
369
TwinBeech Capital
New York
Select Equity Group
370
Select Equity Group
New York
CF
371
Corebridge Financial
Texas
Holocene Advisors
372
Holocene Advisors
New York
GCP
373
GSA Capital Partners
United Kingdom
FRM
374
Fox Run Management
Connecticut
KCM
375
Kennedy Capital Management
Missouri