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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Farther Finance Advisors
California
$116K
HNB
352
Huntington National Bank
Ohio
$102K
AAP
353
Arax Advisory Partners
Colorado
$98.6K
GFA
354
Godfrey Financial Associates
New York
$94.2K
SAG
355
SageView Advisory Group
California
$92.4K
PA
356
Parallel Advisors
California
$91.3K
UB
357
UMB Bank
Missouri
$90.7K
Jones Financial Companies
358
Jones Financial Companies
Missouri
$84.6K
EWA
359
EverSource Wealth Advisors
Alabama
$75.6K
MCM
360
MAI Capital Management
Ohio
$75.4K
TM
361
Torren Management
California
$62.6K
SL
362
Salomon & Ludwin
Virginia
$61.7K
ERSOT
363
Employees Retirement System of Texas
Texas
$60K
SOW
364
State of Wyoming
Wyoming
$55.5K
SCM
365
Sterling Capital Management
North Carolina
$51.5K
PPC
366
Park Place Capital
Alabama
$50.7K
MWPCG
367
Measured Wealth Private Client Group
New Hampshire
$48.8K
LSA
368
Leonteq Securities AG
Switzerland
$45.4K
UFF
369
USA Financial Formulas
Michigan
$43.8K
DB
370
Danske Bank
Denmark
$41.9K
CFB
371
Cullen/Frost Bankers
Texas
$40.6K
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$37.7K
PFBT
373
Parkside Financial Bank & Trust
Missouri
$35.8K
PTC
374
Private Trust Company
Ohio
$34.5K
CPG
375
Cornerstone Planning Group
New Jersey
$32.7K