We are live on ! Find out more
AEIS icon

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
Renaissance Technologies
401
Renaissance Technologies
New York
-$3.73M -28,122 Closed
TI
402
Trexquant Investment
Connecticut
-$2.11M -15,917 Closed
DFCM
403
Dark Forest Capital Management
Puerto Rico
-$1.89M -14,231 Closed
QT
404
Quantbot Technologies
New York
-$1.81M -13,663 Closed
Nomura Holdings
405
Nomura Holdings
Japan
-$1.74M -13,132 Closed
ET
406
Entropy Technologies
New York
-$1.49M -11,254 Closed
Verition Fund Management
407
Verition Fund Management
Connecticut
-$1.37M -10,319 Closed
Balyasny Asset Management
408
Balyasny Asset Management
Illinois
-$1.31M -9,855 Closed
ECM
409
ExodusPoint Capital Management
New York
-$1.21M -9,144 Closed
ACM
410
Aquatic Capital Management
Illinois
-$816K -6,162 Closed
BCM
411
Bayesian Capital Management
New York
-$557K -4,200 Closed
VF
412
Virtu Financial
New York
-$532K -4,017 Closed
Voloridge Investment Management
413
Voloridge Investment Management
Florida
-$401K -3,027 Closed
AIM
414
Aigen Investment Management
New York
-$367K -2,767 Closed
M1FG
415
Mach-1 Financial Group
Arkansas
-$357K -2,697 Closed
VI
416
Vestcor Inc
New Brunswick, Canada
-$354K -2,675 Closed
JFG
417
Jefferies Financial Group
New York
-$265K -1,999 Closed
B
418
Bailard
California
-$225K -1,700 Closed
SRL
419
Scientech Research LLC
New Jersey
-$218K -1,649 Closed
SGI
420
Summit Global Investments
Utah
-$203K -1,529 Closed
BC
421
Bayforest Capital
United Kingdom
-$155K -1,173 Closed
WT
422
Whittier Trust
California
-$34.7K -262 Closed
BIG
423
Brooklyn Investment Group
New York
-$25K -189 Closed
QL
424
Quarry LP
New York
-$21.2K -160 Closed
TPWA
425
Twin Peaks Wealth Advisors
California
-$21.8K -137 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.