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Advanced Energy

395 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 35 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%106.76% (+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
395
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
JWA
376
JFS Wealth Advisors
Pennsylvania
$1.7K
FNWA
377
Financial Network Wealth Advisors
Utah
$1.7K
WWA
378
Wealth Watch Advisors
Colorado
$1.36K
PWMG
379
Private Wealth Management Group
New Jersey
$1.19K
CFO
380
CVA Family Office
Colorado
$1.02K
PWA
381
Physician Wealth Advisors
Utah
$1.02K
CCM
382
Cloud Capital Management
Washington
$1K
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$899
TIM
384
Tortoise Investment Management
New York
$851
FHC
385
First Horizon Corporation
Tennessee
$851
JWM
386
JPL Wealth Management
Colorado
$851
RF
387
Rossby Financial
Florida
$705
BHWM
388
Bay Harbor Wealth Management
Maryland
$680
CMA
389
Cedar Mountain Advisors
Oregon
$510
AWM
390
Abound Wealth Management
Tennessee
$341
SIC
391
SJS Investment Consulting
Ohio
$341
PWAM
392
Private Wealth Asset Management
Iowa
$340
HIA
393
HFM Investment Advisors
New Jersey
$340
AWM
394
Activest Wealth Management
Florida
$125
Norges Bank
395
Norges Bank
Norway
Renaissance Technologies
396
Renaissance Technologies
New York
TI
397
Trexquant Investment
Connecticut
DFCM
398
Dark Forest Capital Management
Puerto Rico
QT
399
Quantbot Technologies
New York
Nomura Holdings
400
Nomura Holdings
Japan