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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$53.2M +$12.4M +82,060 +35%
Wells Fargo
27
Wells Fargo
California
$52.9M -$1.06M -7,059 -2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$50.7M -$5.87M -38,975 -12%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$50.2M +$44.4M +294,890 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$50M -$5.33M -35,419 -11%
Fisher Asset Management
31
Fisher Asset Management
Washington
$49.3M +$2.34M +15,532 +6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$44.7M +$2.5M +16,607 +7%
SPPAM
33
Summit Partners Public Asset Management
Massachusetts
$42.7M -$15.7M -104,133 -29%
JP Morgan Chase
34
JP Morgan Chase
New York
$41.1M -$8.85M -58,776 -20%
T. Rowe Price Investment Management
35
T. Rowe Price Investment Management
Maryland
$40.1M +$35.5M +235,629 New
SEI Investments
36
SEI Investments
Pennsylvania
$39.7M -$4.63M -30,749 -12%
ACB
37
Aristotle Capital Boston
Massachusetts
$39.7M -$13.1M -86,846 -27%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$38.1M -$5.7M -37,830 -14%
Macquarie Group
39
Macquarie Group
Australia
$33.2M -$214K -1,424 -0.7%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$32.7M +$772K +5,129 +3%
TCM
41
Tributary Capital Management
Nebraska
$29.3M -$1M -6,672 -4%
SAM
42
Southernsun Asset Management
Tennessee
$29.2M -$3.77M -25,006 -13%
Millennium Management
43
Millennium Management
New York
$28.9M +$22.7M +150,736 +791%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25M +$2.8M +18,567 +14%
Citigroup
45
Citigroup
New York
$24.5M -$5.15M -34,179 -19%
SBH
46
Segall Bryant & Hamill
Illinois
$24.2M -$4.29M -28,459 -17%
HJGA
47
Hardman Johnston Global Advisors
Connecticut
$23.8M -$4.87M -32,369 -19%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$23M +$750K +4,982 +4%
First Trust Advisors
49
First Trust Advisors
Illinois
$22.8M -$24.2M -160,553 -54%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$21.1M +$18.7M +123,908 New

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.