AEIS icon

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
KFG
451
Kingdom Financial Group
Arizona
$163K
ACM
452
Aster Capital Management
United Arab Emirates
$156K
BA
453
Ballast Advisors
Minnesota
$153K
GFA
454
Godfrey Financial Associates
New York
$145K
UB
455
UMB Bank
Missouri
$144K
ASN
456
Advisory Services Network
Georgia
$135K
SN
457
Sittner & Nelson
Oregon
$134K
EWA
458
EverSource Wealth Advisors
Alabama
$125K
AAP
459
Arax Advisory Partners
Colorado
$121K
PCM
460
Penserra Capital Management
California
$101K
WGL
461
Wellington Grp LLC
Indiana
$92.9K
GWP
462
Gen-Wealth Partners
Michigan
$92.3K
ERSOT
463
Employees Retirement System of Texas
Texas
$92K
OAM
464
OP Asset Management
$84.2K
PPC
465
Park Place Capital
Alabama
$83.6K
SCM
466
Sterling Capital Management
North Carolina
$78.7K
SS
467
SBI Securities
Japan
$75.8K
UFF
468
USA Financial Formulas
Michigan
$74.2K
KAS
469
Kemnay Advisory Services
New York
$70.7K
LSA
470
Leonteq Securities AG
Switzerland
$70K
CFB
471
Cullen/Frost Bankers
Texas
$68.1K
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$65.8K
CIAM
473
Caitong International Asset Management
Hong Kong
$65.5K
RDFA
474
Ritter Daniher Financial Advisory
Ohio
$56.5K
WWM
475
Western Wealth Management
Colorado
$52.6K