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Advanced Energy

574 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 201

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
426
Daymark Wealth Partners
Ohio
$242K
MOS
427
MGO One Seven
Ohio
$236K
SCA
428
Snowden Capital Advisors
New York
$236K
HR
429
Howe & Rusling
New York
$228K
LIM
430
Leavell Investment Management
Alabama
$226K
PCA
431
Pallas Capital Advisors
Massachusetts
$224K
SOW
432
State of Wyoming
Wyoming
$221K
Lido Advisors
433
Lido Advisors
California
$219K
AWP
434
Abacus Wealth Partners
California
$218K
GFP
435
Gryphon Financial Partners
Ohio
$214K
SAM
436
Sawgrass Asset Management
Florida
$210K
ClearBridge Investments
437
ClearBridge Investments
New York
$208K
SAM
438
Smartleaf Asset Management
Massachusetts
$208K
EFG
439
Everhart Financial Group
Ohio
$208K
AWA
440
Arkadios Wealth Advisors
Georgia
$207K
BPA
441
Beacon Pointe Advisors
California
$206K
DWT
442
Dorsey & Whitney Trust
South Dakota
$204K
KDA
443
Kraft Davis & Associates
Missouri
$203K
NICM
444
Neo Ivy Capital Management
New York
$196K
PA
445
Parallel Advisors
California
$188K
CPBTD
446
Central Pacific Bank - Trust Division
Hawaii
$187K
ETC
447
Exchange Traded Concepts
Oklahoma
$185K
HI
448
Horizon Investments
North Carolina
$185K
HNB
449
Huntington National Bank
Ohio
$183K
MCM
450
MAI Capital Management
Ohio
$182K