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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 157 increasing their positions, 158 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: 399459 (+60)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

Holders
459
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
TF
426
Tompkins Financial
New York
$2.93K
PWA
427
Physician Wealth Advisors
Utah
$2.51K
MA
428
Montag & Associates
Georgia
$2.46K
HIA
429
HFM Investment Advisors
New Jersey
$2.3K
Optiver Holding
430
Optiver Holding
Netherlands
$2.09K
HFS
431
Hughes Financial Services
Virginia
$2.09K
FNWA
432
Financial Network Wealth Advisors
Utah
$2.09K
TFA
433
Transamerica Financial Advisors
Florida
$2.09K
WWA
434
Wealth Watch Advisors
Colorado
$1.68K
CIAM
435
Caitong International Asset Management
Hong Kong
$1.68K
ZBNA
436
Zions Bancorporation, National Association
Utah
$1.68K
FFO
437
Fortitude Family Office
Arizona
$1.47K
PWMG
438
Private Wealth Management Group
New Jersey
$1.47K
TPBG
439
Turning Point Benefit Group
Maryland
$1.47K
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$1.26K
CCM
441
Chilton Capital Management
Texas
$1.26K
CFO
442
CVA Family Office
Colorado
$1.26K
AW
443
Ankerstar Wealth
Texas
$1.26K
AWM
444
Abound Wealth Management
Tennessee
$1.15K
FHC
445
First Horizon Corporation
Tennessee
$1.05K
RF
446
Rossby Financial
Florida
$1.05K
TC
447
Trust Company
Kansas
$1.05K
TCM
448
TD Capital Management
Tennessee
$1.05K
BHWM
449
Bay Harbor Wealth Management
Maryland
$1.05K
SIC
450
SJS Investment Consulting
Ohio
$629