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Advanced Energy
AEIS
AEIS
575 hedge funds and large institutions have $13.2B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 165 increasing their positions, 201 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
277% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 43
53% more capital invested
Capital invested by funds: $8.61B → $13.2B (+$4.54B)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
24% more funds holding
Funds holding: 464 → 575 (+111)
0.72% less ownership
Funds ownership: 108.9% → 108.18% (-0.72%)
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: 165 | Existing positions reduced: 201
Holders
575
Holders Change
+111
Holders Change %
+23.92%
% of All Funds
7.08%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.16%
New
162
Increased
165
Reduced
201
Closed
43
Calls
$226M
Puts
$253M
Net Calls
-$26.9M
Net Calls Change
-$45.5M
Top Buyers
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$296M |
| 2 |
BlackRock
New York
|
+$112M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$75M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$59.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$53.4M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.9M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$52.7M |
| 4 |
Neuberger Berman Group
New York
|
-$49.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$46.4M |