We are live on ! Find out more
AEIS icon

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
RF
451
Rossby Financial
Florida
$1.05K +$204 +1 +25%
TCM
452
TD Capital Management
Tennessee
$1.05K +$1.02K +5 New
TC
453
Trust Company
Kansas
$1.05K +$1.02K +5 New
BHWM
454
Bay Harbor Wealth Management
Maryland
$1.05K +$204 +1 +25%
SIC
455
SJS Investment Consulting
Ohio
$629 +$204 +1 +50%
GWM
456
Gilpin Wealth Management
Colorado
$629 +$611 +3 New
CMA
457
Cedar Mountain Advisors
Oregon
$628
PWAM
458
Private Wealth Asset Management
Iowa
$419
FHA
459
Flagship Harbor Advisors
Massachusetts
$419 +$407 +2 New
DT
460
DV Trading
Illinois
$209 +$204 +1 New
HI
461
Harbour Investments
Wisconsin
$209 +$204 +1 New
AWM
462
Activest Wealth Management
Florida
$154
DF
463
Dunhill Financial
United Kingdom
$130 +$204 +1 New
Macquarie Group
464
Macquarie Group
Australia
-$33.2M -195,177 Closed
OAM
465
Oppenheimer Asset Management
New York
-$8.31M -48,826 Closed
IP
466
Isthmus Partners
Wisconsin
-$5.11K -30,058 Closed
RC
467
Roubaix Capital
Colorado
-$4.4M -25,857 Closed
Squarepoint
468
Squarepoint
New York
-$2.71M -15,949 Closed
AAF
469
Andra AP-fonden
Sweden
-$1.9M -11,152 Closed
CI
470
Cambiar Investors
Colorado
-$1.83M -10,781 Closed
BHCM
471
Brevan Howard Capital Management
Jersey
-$1.13M -6,670 Closed
PAS
472
Park Avenue Securities
New York
-$1.05M -6,175 Closed
SSA
473
Schonfeld Strategic Advisors
New York
-$773K -4,542 Closed
BC
474
Bridgefront Capital
Texas
-$763K -4,485 Closed
Citadel Advisors
475
Citadel Advisors
Florida
-$820K -4,028 Closed