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Advanced Energy

572 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, 199 reducing their positions, and 44 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:

0.74% less ownership

Funds ownership: 108.9%108.16% (-0.74%)

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: 199

Holders
572
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
SCA
426
Snowden Capital Advisors
New York
$236K
HR
427
Howe & Rusling
New York
$228K
LIM
428
Leavell Investment Management
Alabama
$226K
PCA
429
Pallas Capital Advisors
Massachusetts
$224K
SOW
430
State of Wyoming
Wyoming
$221K
Lido Advisors
431
Lido Advisors
California
$219K
AWP
432
Abacus Wealth Partners
California
$218K
GFP
433
Gryphon Financial Partners
Ohio
$214K
SAM
434
Sawgrass Asset Management
Florida
$210K
ClearBridge Investments
435
ClearBridge Investments
New York
$208K
SAM
436
Smartleaf Asset Management
Massachusetts
$208K
EFG
437
Everhart Financial Group
Ohio
$208K
AWA
438
Arkadios Wealth Advisors
Georgia
$207K
BPA
439
Beacon Pointe Advisors
California
$206K
DWT
440
Dorsey & Whitney Trust
South Dakota
$204K
KDA
441
Kraft Davis & Associates
Missouri
$203K
NICM
442
Neo Ivy Capital Management
New York
$196K
PA
443
Parallel Advisors
California
$188K
CPBTD
444
Central Pacific Bank - Trust Division
Hawaii
$187K
ETC
445
Exchange Traded Concepts
Oklahoma
$185K
HI
446
Horizon Investments
North Carolina
$185K
HNB
447
Huntington National Bank
Ohio
$183K
MCM
448
MAI Capital Management
Ohio
$182K
FFA
449
Farther Finance Advisors
California
$172K
LAS
450
Lloyd Advisory Services
Georgia
$163K