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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
401
Thurston Springer Miller Herd & Titak
Indiana
$13.6K +$13.2K +65 New
AWA
402
Acumen Wealth Advisors
Tennessee
$12.8K +$12.4K +61 New
BIA
403
Bell Investment Advisors
California
$11.1K +$6.92K +34 +179%
W
404
WealthCollab
Washington
$10.9K
SS
405
SBI Securities
Japan
$10.3K +$1.43K +7 +17%
HIM
406
Hillsdale Investment Management
Ontario, Canada
$9.42K -$3.05K -15 -25%
KFAS
407
Keating Financial Advisory Services
Kansas
$9.21K +$8.95K +44 New
MAFA
408
MJT & Associates Financial Advisory
Minnesota
$8.38K
RIL
409
Rothschild Investment LLC
Illinois
$8.16K +$814 +4 +11%
CA
410
Clearstead Advisors
Ohio
$7.75K +$814 +4 +12%
HNW
411
High Note Wealth
Minnesota
$7.33K -$407 -2 -5%
RWS
412
Retirement Wealth Solutions
Wisconsin
$7.12K +$814 +4 +13%
TC
413
Truvestments Capital
Florida
$6.28K +$407 +2 +7%
MO
414
McMillan Office
Michigan
$5.65K +$5.5K +27 New
JWA
415
JFS Wealth Advisors
Pennsylvania
$5.24K +$3.05K +15 +150%
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K +$5.09K +25 New
MB
417
MidFirst Bank
Oklahoma
$5.23K +$410K +2,016 New
AEPWM
418
Atlantic Edge Private Wealth Management
Florida
$4.82K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$4.61K -$407 -2 -8%
IAS
420
IMA Advisory Services
Colorado
$4.61K +$4.48K +22 New
IA
421
IFP Advisors
Florida
$4.4K -$1.83K -9 -30%
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
SEP
423
Signature Equity Partners
Ohio
$3.56K +$3.46K +17 New
RWM
424
Rialto Wealth Management
New York
$3.56K
KG
425
Kilter Group
New York
$3.56K +$3.46K +17 New