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Advanced Energy
AEIS

Overview Fund Activity

365 hedge funds and large institutions have $5.27B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+12
Holders Change %
+3.4%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
57
Increased
136
Reduced
132
Closed
38
Calls
$4.16M
Puts
$29.3M
Net Calls
-$25.1M
Net Calls Change
+$12.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$30.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$80.6M
4
GKIM
4
GW&K Investment Management
Massachusetts
$61.2M
5
Invesco
5
Invesco
Georgia
$43.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$43.6M 329,106 -57,149 -15%
Invesco
27
Invesco
Georgia
$43.3M 326,932 +141,931 +77%
ACB
28
Aristotle Capital Boston
Massachusetts
$42.4M 320,104 -25,258 -7%
Wells Fargo
29
Wells Fargo
California
$42.1M 317,940 -22,962 -7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$39.8M 300,458 +44,235 +17%
First Trust Advisors
31
First Trust Advisors
Illinois
$39.1M 294,775 +24,422 +9%
Goldman Sachs
32
Goldman Sachs
New York
$38.4M 289,911 -54,143 -16%
Fisher Asset Management
33
Fisher Asset Management
Washington
$36.3M 273,993 +122,094 +80%
SEI Investments
34
SEI Investments
Pennsylvania
$35M 264,107 +23,608 +10%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$34.7M 262,011 -130,007 -33%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$32.6M 245,910 +36,217 +17%
Franklin Resources
37
Franklin Resources
California
$30.7M 231,598 +231,598 New
SAM
38
Southernsun Asset Management
Tennessee
$26.1M 196,636 +46,272 +31%
Macquarie Group
39
Macquarie Group
Australia
$26.1M 196,601 -6,021 -3%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$24.8M 186,865 -23,918 -11%
TCM
41
Tributary Capital Management
Nebraska
$23.7M 178,999 -1,509 -0.8%
Citigroup
42
Citigroup
New York
$23.6M 178,400 -15,131 -8%
HJGA
43
Hardman Johnston Global Advisors
Connecticut
$22.8M 172,185 -80 -0%
SBH
44
Segall Bryant & Hamill
Illinois
$22.6M 170,421 +7,121 +4%
UBS AM
45
UBS AM
Illinois
$20.1M 151,998 +45,317 +42%
FWIA
46
Fort Washington Investment Advisors
Ohio
$18M 136,017 +9,272 +7%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$17.3M 130,464 -26,983 -17%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17M 128,329 +8,818 +7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$16.7M 126,148 -5,834 -4%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$15.9M 119,883 +900 +0.8%
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