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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
PWA
426
Physician Wealth Advisors
Utah
$2.51K
MA
427
Montag & Associates
Georgia
$2.46K
HIA
428
HFM Investment Advisors
New Jersey
$2.3K
Optiver Holding
429
Optiver Holding
Netherlands
$2.09K
HFS
430
Hughes Financial Services
Virginia
$2.09K
FNWA
431
Financial Network Wealth Advisors
Utah
$2.09K
TFA
432
Transamerica Financial Advisors
Florida
$2.09K
WWA
433
Wealth Watch Advisors
Colorado
$1.68K
ZBNA
434
Zions Bancorporation, National Association
Utah
$1.68K
FFO
435
Fortitude Family Office
Arizona
$1.47K
PWMG
436
Private Wealth Management Group
New Jersey
$1.47K
TPBG
437
Turning Point Benefit Group
Maryland
$1.47K
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$1.26K
CCM
439
Chilton Capital Management
Texas
$1.26K
CFO
440
CVA Family Office
Colorado
$1.26K
AW
441
Ankerstar Wealth
Texas
$1.26K
AWM
442
Abound Wealth Management
Tennessee
$1.15K
FHC
443
First Horizon Corporation
Tennessee
$1.05K
RF
444
Rossby Financial
Florida
$1.05K
TCM
445
TD Capital Management
Tennessee
$1.05K
TC
446
Trust Company
Kansas
$1.05K
BHWM
447
Bay Harbor Wealth Management
Maryland
$1.05K
SIC
448
SJS Investment Consulting
Ohio
$629
GWM
449
Gilpin Wealth Management
Colorado
$629
CMA
450
Cedar Mountain Advisors
Oregon
$628