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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
26
BAMCO Inc
New York
$34.9M +$294K +2,573 +0.7%
ACB
27
Aristotle Capital Boston
Massachusetts
$32.9M -$9.04M -79,139 -19%
Goldman Sachs
28
Goldman Sachs
New York
$32.8M -$13.8M -120,994 -26%
Wells Fargo
29
Wells Fargo
California
$32.5M -$257K -2,251 -0.7%
GKIM
30
GW&K Investment Management
Massachusetts
$28.6M -$1.11M -9,714 -3%
First Trust Advisors
31
First Trust Advisors
Illinois
$25.8M -$573K -5,014 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$24.4M +$8.05M +70,484 +38%
SEI Investments
33
SEI Investments
Pennsylvania
$22.9M +$3.86M +33,827 +16%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$20.1M +$5.22M +45,726 +28%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$20M -$10.5K -92 -0%
Macquarie Group
36
Macquarie Group
Australia
$19.3M -$5.85M -51,218 -20%
Citigroup
37
Citigroup
New York
$18.4M -$710K -6,213 -3%
Invesco
38
Invesco
Georgia
$17.6M -$613K -5,369 -3%
TCM
39
Tributary Capital Management
Nebraska
$17.2M -$746K -6,533 -3%
HJGA
40
Hardman Johnston Global Advisors
Connecticut
$16.4M +$5.91M +51,740 +43%
SBH
41
Segall Bryant & Hamill
Illinois
$15.6M +$1.01M +8,852 +6%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$15M +$2.65M +23,222 +17%
Fisher Asset Management
43
Fisher Asset Management
Washington
$14.5M -$433K -3,789 -2%
SAM
44
Southernsun Asset Management
Tennessee
$14.3M +$3.96M +34,696 +30%
MIM
45
MetLife Investment Management
New Jersey
$14.2M +$14.4M +125,888 +557%
PA
46
Pinnacle Associates
New York
$13M -$757K -6,630 -5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$12.6M -$565K -4,942 -4%
FWIA
48
Fort Washington Investment Advisors
Ohio
$12.1M -$1.46M -12,811 -9%
Marshall Wace
49
Marshall Wace
United Kingdom
$11.9M +$14.3M +124,806 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.4M +$2.94M +25,695 +27%

AEIS Hedge Fund Activity: Q1 2025 in Review

355 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2025, worth a combined $3.83B — down 19% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AEIS positions and 25 closed out — a net gain of 38 holders — while 126 added to existing stakes and 117 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $58M.

  • 355 institutional investors held Advanced Energy (AEIS) as of Q1 2025, up from 319 in Q4 2024.
  • Funds reported $3.83B of Advanced Energy stock for Q1 2025, down 19% quarter-over-quarter.
  • 63 funds opened new Advanced Energy positions in Q1 2025 and 25 closed out, a net change of +38 holders.
  • The largest Advanced Energy buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
  • The largest Advanced Energy seller in Q1 2025 was Fidelity Investments, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2025.