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Advanced Energy

397 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 36 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:

0.9% more ownership

Funds ownership: 105.86%106.77% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
397
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
PMFA
376
Plante Moran Financial Advisors
Michigan
$2.55K
FFO
377
Fortitude Family Office
Arizona
$1.87K
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.7K
FNWA
379
Financial Network Wealth Advisors
Utah
$1.7K
WWA
380
Wealth Watch Advisors
Colorado
$1.36K
PWMG
381
Private Wealth Management Group
New Jersey
$1.19K
CFO
382
CVA Family Office
Colorado
$1.02K
PWA
383
Physician Wealth Advisors
Utah
$1.02K
CCM
384
Cloud Capital Management
Washington
$1K
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$899
TIM
386
Tortoise Investment Management
New York
$851
JWM
387
JPL Wealth Management
Colorado
$851
FHC
388
First Horizon Corporation
Tennessee
$851
RF
389
Rossby Financial
Florida
$705
BHWM
390
Bay Harbor Wealth Management
Maryland
$680
CMA
391
Cedar Mountain Advisors
Oregon
$510
SIC
392
SJS Investment Consulting
Ohio
$341
AWM
393
Abound Wealth Management
Tennessee
$341
HIA
394
HFM Investment Advisors
New Jersey
$340
PWAM
395
Private Wealth Asset Management
Iowa
$340
AWM
396
Activest Wealth Management
Florida
$125
Norges Bank
397
Norges Bank
Norway
Renaissance Technologies
398
Renaissance Technologies
New York
TI
399
Trexquant Investment
Connecticut
DFCM
400
Dark Forest Capital Management
Puerto Rico