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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
401
SBI Securities
Japan
$10.3K
HIM
402
Hillsdale Investment Management
Ontario, Canada
$9.42K
KFAS
403
Keating Financial Advisory Services
Kansas
$9.21K
MAFA
404
MJT & Associates Financial Advisory
Minnesota
$8.38K
RIL
405
Rothschild Investment LLC
Illinois
$8.16K
CA
406
Clearstead Advisors
Ohio
$7.75K
HNW
407
High Note Wealth
Minnesota
$7.33K
RWS
408
Retirement Wealth Solutions
Wisconsin
$7.12K
TC
409
Truvestments Capital
Florida
$6.28K
MO
410
McMillan Office
Michigan
$5.65K
JWA
411
JFS Wealth Advisors
Pennsylvania
$5.24K
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K
MB
413
MidFirst Bank
Oklahoma
$5.23K
AEPWM
414
Atlantic Edge Private Wealth Management
Florida
$4.82K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$4.61K
IAS
416
IMA Advisory Services
Colorado
$4.61K
IA
417
IFP Advisors
Florida
$4.4K
AGWCA
418
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
SEP
419
Signature Equity Partners
Ohio
$3.56K
RWM
420
Rialto Wealth Management
New York
$3.56K
KG
421
Kilter Group
New York
$3.56K
QL
422
Quarry LP
New York
$3.35K
NSIM
423
North Star Investment Management
Illinois
$3.35K
PMFA
424
Plante Moran Financial Advisors
Michigan
$3.14K
EW
425
Elyxium Wealth
California
$3.14K