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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 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: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
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
KFAS
401
Keating Financial Advisory Services
Kansas
$9.21K
MAFA
402
MJT & Associates Financial Advisory
Minnesota
$8.38K
RIL
403
Rothschild Investment LLC
Illinois
$8.16K
CIAM
404
Caitong International Asset Management
Hong Kong
$8.16K
CA
405
Clearstead Advisors
Ohio
$7.75K
HNW
406
High Note Wealth
Minnesota
$7.33K
RWS
407
Retirement Wealth Solutions
Wisconsin
$7.12K
TC
408
Truvestments Capital
Florida
$6.28K
MO
409
McMillan Office
Michigan
$5.65K
JWA
410
JFS Wealth Advisors
Pennsylvania
$5.24K
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K
MB
412
MidFirst Bank
Oklahoma
$5.23K
AEPWM
413
Atlantic Edge Private Wealth Management
Florida
$4.82K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$4.61K
IAS
415
IMA Advisory Services
Colorado
$4.61K
IA
416
IFP Advisors
Florida
$4.4K
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
SEP
418
Signature Equity Partners
Ohio
$3.56K
RWM
419
Rialto Wealth Management
New York
$3.56K
KG
420
Kilter Group
New York
$3.56K
QL
421
Quarry LP
New York
$3.35K
NSIM
422
North Star Investment Management
Illinois
$3.35K
PMFA
423
Plante Moran Financial Advisors
Michigan
$3.14K
EW
424
Elyxium Wealth
California
$3.14K
TF
425
Tompkins Financial
New York
$2.93K