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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

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
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
426
North Star Investment Management
Illinois
$3.35K +$3.26K +16 New
QL
427
Quarry LP
New York
$3.35K +$3.26K +16 New
PMFA
428
Plante Moran Financial Advisors
Michigan
$3.14K
EW
429
Elyxium Wealth
California
$3.14K +$3.05K +15 New
TF
430
Tompkins Financial
New York
$2.93K +$2.85K +14 New
PWA
431
Physician Wealth Advisors
Utah
$2.51K +$1.22K +6 +100%
MA
432
Montag & Associates
Georgia
$2.46K -$1.63K -8 -40%
HIA
433
HFM Investment Advisors
New Jersey
$2.3K +$1.83K +9 +450%
EP
434
Essential Partners
California
$2.3K +$407 +2 +22%
Optiver Holding
435
Optiver Holding
Netherlands
$2.09K -$7.73K -38 -79%
HFS
436
Hughes Financial Services
Virginia
$2.09K -$407 -2 -17%
FNWA
437
Financial Network Wealth Advisors
Utah
$2.09K
TFA
438
Transamerica Financial Advisors
Florida
$2.09K +$2.04K +10 New
WWA
439
Wealth Watch Advisors
Colorado
$1.68K
CIAM
440
Caitong International Asset Management
Hong Kong
$1.68K +$1.63K +8 New
ZBNA
441
Zions Bancorporation, National Association
Utah
$1.68K +$1.63K +8 New
FFO
442
Fortitude Family Office
Arizona
$1.47K -$814 -4 -36%
PWMG
443
Private Wealth Management Group
New Jersey
$1.47K
TPBG
444
Turning Point Benefit Group
Maryland
$1.47K +$1.43K +7 New
DPW
445
DiNuzzo Private Wealth
Pennsylvania
$1.26K
CCM
446
Chilton Capital Management
Texas
$1.26K +$1.22K +6 New
CFO
447
CVA Family Office
Colorado
$1.26K
AW
448
Ankerstar Wealth
Texas
$1.26K +$1.22K +6 New
AWM
449
Abound Wealth Management
Tennessee
$1.15K +$814 +4 +200%
FHC
450
First Horizon Corporation
Tennessee
$1.05K