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Advanced Energy

399 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 143 increasing their positions, 144 reducing their positions, and 35 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:

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
399
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
HWM
351
Hemington Wealth Management
Virginia
$14K
RFP
352
Root Financial Partners
California
$13.4K
GRP
353
Global Retirement Partners
California
$12.9K
TWD
354
True Wealth Design
Ohio
$12.3K
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$12.3K
HIM
356
Hillsdale Investment Management
Ontario, Canada
$10.2K
WANY
357
Wealthspire Advisors (New York)
New York
$9.36K
W
358
WealthCollab
Washington
$8.85K
Optiver Holding
359
Optiver Holding
Netherlands
$8.17K
SS
360
SBI Securities
Japan
$7.15K
MAFA
361
MJT & Associates Financial Advisory
Minnesota
$6.81K
HNW
362
High Note Wealth
Minnesota
$6.29K
RIL
363
Rothschild Investment LLC
Illinois
$5.96K
MG
364
Mather Group
Illinois
$5.96K
CA
365
Clearstead Advisors
Ohio
$5.62K
IP
366
Isthmus Partners
Wisconsin
$5.11K
RWS
367
Retirement Wealth Solutions
Wisconsin
$5.11K
IA
368
IFP Advisors
Florida
$5.1K
TC
369
Truvestments Capital
Florida
$4.76K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$4.08K
AEPWM
371
Atlantic Edge Private Wealth Management
Florida
$3.91K
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$3.57K
CT
373
Clearstead Trust
Maine
$3.4K
MA
374
Montag & Associates
Georgia
$3.38K
BIA
375
Bell Investment Advisors
California
$3.23K