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
NSIM
426
North Star Investment Management
Illinois
$3.35K
PMFA
427
Plante Moran Financial Advisors
Michigan
$3.14K
EW
428
Elyxium Wealth
California
$3.14K
TF
429
Tompkins Financial
New York
$2.93K
PWA
430
Physician Wealth Advisors
Utah
$2.51K
MA
431
Montag & Associates
Georgia
$2.46K
HIA
432
HFM Investment Advisors
New Jersey
$2.3K
EPL
433
Essential Partners LLC
California
$2.3K
Optiver Holding
434
Optiver Holding
Netherlands
$2.09K
HFS
435
Hughes Financial Services
Virginia
$2.09K
FNWA
436
Financial Network Wealth Advisors
Utah
$2.09K
TFA
437
Transamerica Financial Advisors
Florida
$2.09K
WWA
438
Wealth Watch Advisors
Colorado
$1.68K
CIAM
439
Caitong International Asset Management
Hong Kong
$1.68K
ZBNA
440
Zions Bancorporation, National Association
Utah
$1.68K
FFO
441
Fortitude Family Office
Arizona
$1.47K
PWMG
442
Private Wealth Management Group
New Jersey
$1.47K
TPBG
443
Turning Point Benefit Group
Maryland
$1.47K
DPW
444
DiNuzzo Private Wealth
Pennsylvania
$1.26K
CCM
445
Chilton Capital Management
Texas
$1.26K
CFO
446
CVA Family Office
Colorado
$1.26K
AW
447
Ankerstar Wealth
Texas
$1.26K
AWM
448
Abound Wealth Management
Tennessee
$1.15K
FHC
449
First Horizon Corporation
Tennessee
$1.05K
RF
450
Rossby Financial
Florida
$1.05K