AEIS icon

Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$30.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$29.8M
3
GKIM
GW&K Investment Management
Massachusetts
+$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$43.1M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$31.5M
3
CCM
Channing Capital Management
Illinois
-$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$43.6M -$7.57M -57,149 -15%
Invesco
27
Invesco
Georgia
$43.3M +$18.8M +141,931 +77%
ACB
28
Aristotle Capital Boston
Massachusetts
$42.4M -$3.35M -25,258 -7%
Wells Fargo
29
Wells Fargo
California
$42.1M -$3.04M -22,962 -7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$39.8M +$5.86M +44,235 +17%
First Trust Advisors
31
First Trust Advisors
Illinois
$39.1M +$3.24M +24,422 +9%
Goldman Sachs
32
Goldman Sachs
New York
$38.4M -$7.17M -54,143 -16%
Fisher Asset Management
33
Fisher Asset Management
Washington
$36.3M +$16.2M +122,094 +80%
SEI Investments
34
SEI Investments
Pennsylvania
$35M +$3.13M +23,608 +10%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$34.7M -$17.2M -130,007 -33%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$32.6M +$4.8M +36,217 +17%
Franklin Resources
37
Franklin Resources
California
$30.7M +$30.7M +231,598 New
SAM
38
Southernsun Asset Management
Tennessee
$26.1M +$6.13M +46,272 +31%
Macquarie Group
39
Macquarie Group
Australia
$26.1M -$798K -6,021 -3%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$24.8M -$3.17M -23,918 -11%
TCM
41
Tributary Capital Management
Nebraska
$23.7M -$200K -1,509 -0.8%
Citigroup
42
Citigroup
New York
$23.6M -$2M -15,131 -8%
HJGA
43
Hardman Johnston Global Advisors
Connecticut
$22.8M -$10.6K -80 -0%
SBH
44
Segall Bryant & Hamill
Illinois
$22.6M +$944K +7,121 +4%
UBS AM
45
UBS AM
Illinois
$20.1M +$6M +45,317 +42%
FWIA
46
Fort Washington Investment Advisors
Ohio
$18M +$1.23M +9,272 +7%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$17.3M -$3.58M -26,983 -17%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17M +$1.17M +8,818 +7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$16.7M -$773K -5,834 -4%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$15.9M +$119K +900 +0.8%
1
2
3 4 5