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Advanced Energy

574 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, 201 reducing their positions, and 43 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:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

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: 201

Holders
574
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
EF
376
Empowered Funds
Pennsylvania
$390K
Ohio Public Employees Retirement System (OPERS)
377
Ohio Public Employees Retirement System (OPERS)
Ohio
$388K
FC
378
FORA Capital
Florida
$387K
RBFC
379
Roman Butler Fullerton & Co
Missouri
$385K
FTWA
380
Fifth Third Wealth Advisors
Ohio
$384K
HFO
381
Heritage Family Offices
Arizona
$384K
OF
382
Optimize Financial
California
$378K
DWM
383
Diversify Wealth Management
Utah
$373K
AAM
384
Advisors Asset Management
Colorado
$369K
KBC Group
385
KBC Group
Belgium
$369K
HCM
386
Hollencrest Capital Management
California
$368K
SPIA
387
Steward Partners Investment Advisory
New York
$365K
RCAG
388
Rehmann Capital Advisory Group
Michigan
$365K
GT
389
Greenleaf Trust
Michigan
$354K
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$352K
KWM
391
Keebeck Wealth Management
Illinois
$347K
SSA
392
Schonfeld Strategic Advisors
New York
$341K
HNB
393
Hilltop National Bank
Wyoming
$341K
SFS
394
Symphony Financial Services
Ohio
$340K
EWS
395
Evergreen Wealth Solutions
Pennsylvania
$339K
NL
396
Navalign LLC
California
$329K
VCM
397
Versant Capital Management
Arizona
$328K
CFG
398
Cooper Financial Group
California
$323K
TPWM
399
Twelve Points Wealth Management
Massachusetts
$319K
QT
400
Quantbot Technologies
New York
$317K