AEIS icon

Advanced Energy

463 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 159 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: $ → $

16% more funds holding

Funds holding: 400463 (+63)

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
463
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
AWA
401
Acumen Wealth Advisors
Tennessee
$12.8K
BIA
402
Bell Investment Advisors
California
$11.1K
W
403
WealthCollab
Washington
$10.9K
SS
404
SBI Securities
Japan
$10.3K
HIM
405
Hillsdale Investment Management
Ontario, Canada
$9.42K
KFAS
406
Keating Financial Advisory Services
Kansas
$9.21K
MAFA
407
MJT & Associates Financial Advisory
Minnesota
$8.38K
RIL
408
Rothschild Investment LLC
Illinois
$8.16K
CA
409
Clearstead Advisors
Ohio
$7.75K
HNW
410
High Note Wealth
Minnesota
$7.33K
RWS
411
Retirement Wealth Solutions
Wisconsin
$7.12K
TC
412
Truvestments Capital
Florida
$6.28K
MO
413
McMillan Office
Michigan
$5.65K
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.24K
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K
MB
416
MidFirst Bank
Oklahoma
$5.23K
AEPWM
417
Atlantic Edge Private Wealth Management
Florida
$4.82K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$4.61K
IAS
419
IMA Advisory Services
Colorado
$4.61K
IA
420
IFP Advisors
Florida
$4.4K
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
SEP
422
Signature Equity Partners
Ohio
$3.56K
RWM
423
Rialto Wealth Management
New York
$3.56K
KG
424
Kilter Group
New York
$3.56K
QL
425
Quarry LP
New York
$3.35K