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Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
Invesco
Georgia
$43.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$264M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
376
Transcend Capital Advisors
New Jersey
– -$442K -4,634 Closed
HF
377
HRT Financial
New York
– -$416K -4,368 Closed
Walleye Capital
378
Walleye Capital
New York
– -$406K -4,259 Closed
DTL
379
Dynamic Technology Lab
Singapore
– -$363K -3,810 Closed
PEAK6
380
PEAK6
Illinois
– -$360K -3,776 Closed
CAM
381
CenterStar Asset Management
Illinois
– -$285K -2,990 Closed
ACM
382
Aster Capital Management
United Arab Emirates
– -$327K -2,837 Closed
PSC
383
Portman Square Capital
United Kingdom
– -$252K -2,643 Closed
JG
384
Jain Global
New York
– -$238K -2,500 Closed
TPI
385
Trust Point Inc
Wisconsin
– -$234K -2,451 Closed
USAA
386
United Services Automobile Association
Texas
– -$228K -2,401 Closed
SOW
387
State of Wyoming
Wyoming
– -$169K -1,775 Closed
DekaBank Deutsche Girozentrale
388
DekaBank Deutsche Girozentrale
Germany
– -$78K -830 Closed
CIAM
389
Caitong International Asset Management
Hong Kong
– -$30.9K -324 Closed
SW
390
SVB Wealth
Massachusetts
– -$22.8K -239 Closed
RTC
391
Riverview Trust Company
Washington
– -$17.5K -184 Closed
MG
392
Mather Group
Illinois
– -$12.5K -131 Closed
FIA
393
FNY Investment Advisers
New York
– -$4K -45 Closed
CWC
394
Carolinas Wealth Consulting
North Carolina
– -$4.03K -42 Closed
SC
395
SouthState Corp
Florida
– -$2.57K -27 Closed
HI
396
Harbour Investments
Wisconsin
– -$1.72K -18 Closed
TPCW
397
TD Private Client Wealth
New York
– -$1.62K -17 Closed
FPF
398
First Pacific Financial
Washington
– -$1.62K -17 Closed
SC
399
Stephens Consulting
Michigan
– -$954 -10 Closed
HCP
400
Hexagon Capital Partners
Arkansas
– -$953 -10 Closed
13 14 15
16
17