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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 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: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
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
PTC
376
Private Trust Company
Ohio
$34.5K
CPG
377
Cornerstone Planning Group
New Jersey
$32.7K
Twin Tree Management
378
Twin Tree Management
Texas
$32K
AIC
379
Archer Investment Corporation
Indiana
$31.4K
WOSD
380
WFA of San Diego
California
$29.3K
PWM
381
Proathlete Wealth Management
Florida
$28.8K
BC
382
Bayforest Capital
United Kingdom
$28.7K
KAS
383
Kemnay Advisory Services
New York
$25.3K
SIS
384
Sound Income Strategies
Florida
$24.1K
NS
385
NBC Securities
Alabama
$22.8K
A
386
AlphaQuest
New York
$21.8K
LFG
387
Larson Financial Group
Missouri
$21.1K
GRP
388
Global Retirement Partners
California
$19.3K
BFS
389
Bare Financial Services
Pennsylvania
$18.8K
EC
390
Elequin Capital
New York
$18.4K
C
391
Covestor
United Kingdom
$18K
MEG
392
Millstone Evans Group
Colorado
$17.8K
RFP
393
Root Financial Partners
California
$17K
Mitsubishi UFJ Asset Management
394
Mitsubishi UFJ Asset Management
Japan
$16K
RDFA
395
Ritter Daniher Financial Advisory
Ohio
$15.7K
TWD
396
True Wealth Design
Ohio
$15.1K
TSMHT
397
Thurston Springer Miller Herd & Titak
Indiana
$13.6K
AWA
398
Acumen Wealth Advisors
Tennessee
$12.8K
BIA
399
Bell Investment Advisors
California
$11.1K
W
400
WealthCollab
Washington
$10.9K