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Advanced Energy

574 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, 201 reducing their positions, and 43 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:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

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: 201

Holders
574
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
FFA
451
Farther Finance Advisors
California
$172K
LAS
452
Lloyd Advisory Services
Georgia
$163K
KFG
453
Kingdom Financial Group
Arizona
$163K
ACM
454
Aster Capital Management
United Arab Emirates
$156K
BA
455
Ballast Advisors
Minnesota
$153K
GFA
456
Godfrey Financial Associates
New York
$145K
UB
457
UMB Bank
Missouri
$144K
ASN
458
Advisory Services Network
Georgia
$135K
SN
459
Sittner & Nelson
Oregon
$134K
EWA
460
EverSource Wealth Advisors
Alabama
$125K
AAP
461
Arax Advisory Partners
Colorado
$121K
PCM
462
Penserra Capital Management
California
$101K
WG
463
Wellington Group
Indiana
$92.9K
GWP
464
Gen-Wealth Partners
Michigan
$92.3K
ERSOT
465
Employees Retirement System of Texas
Texas
$92K
OAM
466
OP Asset Management
$84.2K
PPC
467
Park Place Capital
Alabama
$83.6K
SCM
468
Sterling Capital Management
North Carolina
$78.7K
SS
469
SBI Securities
Japan
$75.8K
UFF
470
USA Financial Formulas
Michigan
$74.2K
KAS
471
Kemnay Advisory Services
New York
$70.7K
LSA
472
Leonteq Securities AG
Switzerland
$70K
CFB
473
Cullen/Frost Bankers
Texas
$68.1K
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$65.8K
CIAM
475
Caitong International Asset Management
Hong Kong
$65.5K