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Advanced Energy

399 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, 143 increasing their positions, 144 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:

0.47% more ownership

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

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
399
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
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
FFO
379
Fortitude Family Office
Arizona
$1.87K
JWA
380
JFS Wealth Advisors
Pennsylvania
$1.7K
FNWA
381
Financial Network Wealth Advisors
Utah
$1.7K
WWA
382
Wealth Watch Advisors
Colorado
$1.36K
PWMG
383
Private Wealth Management Group
New Jersey
$1.19K
PWA
384
Physician Wealth Advisors
Utah
$1.02K
CFO
385
CVA Family Office
Colorado
$1.02K
CCM
386
Cloud Capital Management
Washington
$1K
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$899
TIM
388
Tortoise Investment Management
New York
$851
JWM
389
JPL Wealth Management
Colorado
$851
FHC
390
First Horizon Corporation
Tennessee
$851
RF
391
Rossby Financial
Florida
$705
BHWM
392
Bay Harbor Wealth Management
Maryland
$680
CMA
393
Cedar Mountain Advisors
Oregon
$510
AWM
394
Abound Wealth Management
Tennessee
$341
SIC
395
SJS Investment Consulting
Ohio
$341
PWAM
396
Private Wealth Asset Management
Iowa
$340
HIA
397
HFM Investment Advisors
New Jersey
$340
AWM
398
Activest Wealth Management
Florida
$125
Norges Bank
399
Norges Bank
Norway
Renaissance Technologies
400
Renaissance Technologies
New York