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Advanced Energy

572 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, 199 reducing their positions, and 44 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:

0.74% less ownership

Funds ownership: 108.9%108.16% (-0.74%)

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: 199

Holders
572
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
FC
376
FORA Capital
Florida
$387K
RBFC
377
Roman Butler Fullerton & Co
Missouri
$385K
FTWA
378
Fifth Third Wealth Advisors
Ohio
$384K
HFO
379
Heritage Family Offices
Arizona
$384K
OF
380
Optimize Financial
California
$378K
DWM
381
Diversify Wealth Management
Utah
$373K
AAM
382
Advisors Asset Management
Colorado
$369K
KBC Group
383
KBC Group
Belgium
$369K
HCM
384
Hollencrest Capital Management
California
$368K
SPIA
385
Steward Partners Investment Advisory
New York
$365K
RCAG
386
Rehmann Capital Advisory Group
Michigan
$365K
GT
387
Greenleaf Trust
Michigan
$354K
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$352K
KWM
389
Keebeck Wealth Management
Illinois
$347K
SSA
390
Schonfeld Strategic Advisors
New York
$341K
HNB
391
Hilltop National Bank
Wyoming
$341K
SFS
392
Symphony Financial Services
Ohio
$340K
EWS
393
Evergreen Wealth Solutions
Pennsylvania
$339K
NL
394
Navalign LLC
California
$329K
VCM
395
Versant Capital Management
Arizona
$328K
CFG
396
Cooper Financial Group
California
$323K
TPWM
397
Twelve Points Wealth Management
Massachusetts
$319K
QT
398
Quantbot Technologies
New York
$317K
HIC
399
Hartline Investment Corp
Illinois
$315K
CP
400
CenterBook Partners
Connecticut
$311K