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Advanced Energy

400 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, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

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

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
Hemington Wealth Management
Virginia
$14K +$452 +3 +4%
RFP
352
Root Financial Partners
California
$13.4K +$11.9K +79 New
GRP
353
Global Retirement Partners
California
$12.9K +$1.05K +7 +10%
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 +$8.28K +55 New
W
358
WealthCollab
Washington
$8.85K
Optiver Holding
359
Optiver Holding
Netherlands
$8.17K +$7.23K +48 New
SS
360
SBI Securities
Japan
$7.15K -$2.86K -19 -31%
MAFA
361
MJT & Associates Financial Advisory
Minnesota
$6.81K
HNW
362
High Note Wealth
Minnesota
$6.29K -$452 -3 -8%
RIL
363
Rothschild Investment LLC
Illinois
$5.96K -$1.51K -10 -22%
MG
364
Mather Group
Illinois
$5.96K +$5.27K +35 New
CA
365
Clearstead Advisors
Ohio
$5.62K -$322K -2,141 -98%
IP
366
Isthmus Partners
Wisconsin
$5.11K +$66.7K +443 +1%
RWS
367
Retirement Wealth Solutions
Wisconsin
$5.11K +$4.52K +30 New
IA
368
IFP Advisors
Florida
$5.1K +$4.52K +30 New
TC
369
Truvestments Capital
Florida
$4.76K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$4.08K -$301 -2 -8%
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 +$1.05K +7 +54%
BIA
375
Bell Investment Advisors
California
$3.23K -$6.32K -42 -69%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.