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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Allworth Financial
California
$142K +$19.1K +94 +16%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$139K -$2.24K -11 -2%
MGP
353
M&G plc
United Kingdom
$136K +$133K +652 New
CPBTD
354
Central Pacific Bank - Trust Division
Hawaii
$124K -$34.6K -170 -22%
FFA
355
Farther Finance Advisors
California
$116K +$77.5K +381 +220%
HNB
356
Huntington National Bank
Ohio
$102K -$10.6K -52 -10%
AAP
357
Arax Advisory Partners
Colorado
$98.6K -$88.5K -435 -48%
GFA
358
Godfrey Financial Associates
New York
$94.2K +$91.6K +450 New
SAG
359
SageView Advisory Group
California
$92.4K +$89.7K +441 New
PA
360
Parallel Advisors
California
$91.3K +$1.43K +7 +2%
UB
361
UMB Bank
Missouri
$90.7K +$22K +108 +33%
Jones Financial Companies
362
Jones Financial Companies
Missouri
$84.6K +$54.1K +266 +193%
EWA
363
EverSource Wealth Advisors
Alabama
$75.6K -$2.65K -13 -3%
MCM
364
MAI Capital Management
Ohio
$75.4K -$2.65K -13 -3%
TM
365
Torren Management
California
$62.6K +$60.8K +299 New
SL
366
Salomon & Ludwin
Virginia
$61.7K +$1.43K +7 +3%
WG
367
Wellington Group
Indiana
$60.3K +$58.6K +288 New
ERSOT
368
Employees Retirement System of Texas
Texas
$60K +$58K +285 New
SOW
369
State of Wyoming
Wyoming
$55.5K +$53.9K +265 New
SCM
370
Sterling Capital Management
North Carolina
$51.5K +$31.3K +154 +167%
PPC
371
Park Place Capital
Alabama
$50.7K +$49.2K +242 New
MWPCG
372
Measured Wealth Private Client Group
New Hampshire
$48.8K +$4.27K +21 +10%
LSA
373
Leonteq Securities AG
Switzerland
$45.4K +$4.88K +24 +12%
UFF
374
USA Financial Formulas
Michigan
$43.8K -$21.8K -107 -34%
DB
375
Danske Bank
Denmark
$41.9K