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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tributary Capital Management
Nebraska
$58.6M
Franklin Resources
27
Franklin Resources
California
$53.2M
Wells Fargo
28
Wells Fargo
California
$52.9M
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$50.7M
Wellington Management Group
30
Wellington Management Group
Massachusetts
$50.2M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$50M
Fisher Asset Management
32
Fisher Asset Management
Washington
$49.3M
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$44.7M
SPPAM
34
Summit Partners Public Asset Management
Massachusetts
$42.7M
JP Morgan Chase
35
JP Morgan Chase
New York
$41.1M
T. Rowe Price Investment Management
36
T. Rowe Price Investment Management
Maryland
$40.1M
SEI Investments
37
SEI Investments
Pennsylvania
$39.7M
ACB
38
Aristotle Capital Boston
Massachusetts
$39.7M
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$38.1M
Macquarie Group
40
Macquarie Group
Australia
$33.2M
BNP Paribas Asset Management
41
BNP Paribas Asset Management
France
$32.7M
SAM
42
Southernsun Asset Management
Tennessee
$29.2M
Millennium Management
43
Millennium Management
New York
$28.9M
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25M
Citigroup
45
Citigroup
New York
$24.5M
SBH
46
Segall Bryant & Hamill
Illinois
$24.2M
HJGA
47
Hardman Johnston Global Advisors
Connecticut
$23.8M
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$23M
First Trust Advisors
49
First Trust Advisors
Illinois
$22.8M
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$21.1M