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Advanced Energy

572 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.74% less ownership

Funds ownership: 108.9%108.16% (-0.74%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
351
Regions Financial Corp
Alabama
$483K
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$480K
MFS
353
Mirabella Financial Services
United Kingdom
$475K
SCM
354
Shelton Capital Management
Colorado
$471K
RRA
355
Round Rock Advisors
Connecticut
$460K
STA
356
Summit Trail Advisors
New York
$457K
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
$455K
JSW
358
Journey Strategic Wealth
New Jersey
$451K
JCIA
359
Jackson Creek Investment Advisors
Colorado
$447K
S
360
SignatureFD
Georgia
$438K
AB
361
ANB Bank
Colorado
$436K
SFS
362
Sowell Financial Services
Arkansas
$431K
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$426K
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$425K
YDMI
365
Y.D. More Investments
Israel
$420K
P8IP
366
Pier 88 Investment Partners
California
$420K
HCMT
367
Highland Capital Management (Tennessee)
Tennessee
$410K
SOS
368
Silver Oak Securities
Tennessee
$403K
HFM
369
Harvest Fund Management
China
$401K
HIM
370
Hillsdale Investment Management
Ontario, Canada
$399K
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$396K
VT
372
Vise Technologies
New York
$392K
PS
373
Principal Securities
Iowa
$391K
EF
374
Empowered Funds
Pennsylvania
$390K
Ohio Public Employees Retirement System (OPERS)
375
Ohio Public Employees Retirement System (OPERS)
Ohio
$388K