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Advanced Energy

399 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, 143 increasing their positions, 144 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:

0.47% more ownership

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

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 144

34% less call options, than puts

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

Holders
399
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
Franklin Resources
26
Franklin Resources
California
$53.2M
Wells Fargo
27
Wells Fargo
California
$52.9M
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$50.7M
Wellington Management Group
29
Wellington Management Group
Massachusetts
$50.2M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$50M
Fisher Asset Management
31
Fisher Asset Management
Washington
$49.3M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$44.7M
SPPAM
33
Summit Partners Public Asset Management
Massachusetts
$42.7M
JP Morgan Chase
34
JP Morgan Chase
New York
$41.1M
T. Rowe Price Investment Management
35
T. Rowe Price Investment Management
Maryland
$40.1M
SEI Investments
36
SEI Investments
Pennsylvania
$39.7M
ACB
37
Aristotle Capital Boston
Massachusetts
$39.7M
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$38.1M
Macquarie Group
39
Macquarie Group
Australia
$33.2M
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$32.7M
TCM
41
Tributary Capital Management
Nebraska
$29.3M
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