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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Rialto Wealth Management
New York
$2.89K
HFS
377
Hughes Financial Services
Virginia
$2.63K
PMFA
378
Plante Moran Financial Advisors
Michigan
$2.55K +$2.26K +15 New
FFO
379
Fortitude Family Office
Arizona
$1.87K +$301 +2 +22%
JWA
380
JFS Wealth Advisors
Pennsylvania
$1.7K +$151 +1 +11%
FNWA
381
Financial Network Wealth Advisors
Utah
$1.7K
EP
382
Essential Partners
California
$1.53K +$903 +6 +200%
WWA
383
Wealth Watch Advisors
Colorado
$1.36K +$1.21K +8 New
PWMG
384
Private Wealth Management Group
New Jersey
$1.19K
CFO
385
CVA Family Office
Colorado
$1.02K
PWA
386
Physician Wealth Advisors
Utah
$1.02K
CCM
387
Cloud Capital Management
Washington
$1K +$1.35K +9 New
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$899
TIM
389
Tortoise Investment Management
New York
$851 +$602 +4 +400%
FHC
390
First Horizon Corporation
Tennessee
$851 +$753 +5 New
JWM
391
JPL Wealth Management
Colorado
$851 +$753 +5 New
RF
392
Rossby Financial
Florida
$705 +$602 +4 New
BHWM
393
Bay Harbor Wealth Management
Maryland
$680 +$301 +2 +100%
CMA
394
Cedar Mountain Advisors
Oregon
$510 +$452 +3 New
AWM
395
Abound Wealth Management
Tennessee
$341
SIC
396
SJS Investment Consulting
Ohio
$341
HIA
397
HFM Investment Advisors
New Jersey
$340
PWAM
398
Private Wealth Asset Management
Iowa
$340
AWM
399
Activest Wealth Management
Florida
$125 +$151 +1 New
Norges Bank
400
Norges Bank
Norway
-$58.8M -443,515 Closed

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.