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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$82M +$8.67M +42,612 +12%
SAM
27
Silvercrest Asset Management
New York
$80.1M -$16M -78,762 -17%
SCM
28
Snyder Capital Management
California
$67.6M -$9.5M -46,669 -13%
SPPAM
29
Summit Partners Public Asset Management
Massachusetts
$67.2M +$14.3M +70,130 +28%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M -$31.5M -154,955 -34%
BAMCO Inc
31
BAMCO Inc
New York
$62.6M -$18.9M -92,844 -24%
CCM
32
Channing Capital Management
Illinois
$62.3M -$16M -78,859 -21%
Wells Fargo
33
Wells Fargo
California
$61.1M -$3.86M -18,950 -6%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$60M +$33.1M +162,841 +131%
T. Rowe Price Investment Management
35
T. Rowe Price Investment Management
Maryland
$58.7M +$9.07M +44,590 +19%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$58M -$4.3M -21,115 -7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$54.1M -$7.19M -35,315 -12%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$51.9M -$3M -14,731 -6%
CAM
39
Congress Asset Management
Massachusetts
$47.5M +$46.2M +226,882 New
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$43.9M +$3.61M +17,728 +9%
SEI Investments
41
SEI Investments
Pennsylvania
$42.6M -$6.08M -29,895 -13%
Millennium Management
42
Millennium Management
New York
$42.2M +$6.43M +31,572 +19%
UBS Group
43
UBS Group
Switzerland
$39.4M +$20.8M +102,226 +119%
ACB
44
Aristotle Capital Boston
Massachusetts
$39.3M -$9.24M -45,404 -19%
NAMI
45
Nomura Asset Management International
Pennsylvania
$37.3M +$36.3M +178,204 New
SI
46
Sora Investors
Pennsylvania
$36.8M +$29.5M +144,894 +473%
First Trust Advisors
47
First Trust Advisors
Illinois
$35.2M +$6.9M +33,894 +25%
SBH
48
Segall Bryant & Hamill
Illinois
$33.3M +$3.47M +17,073 +12%
TCM
49
Tributary Capital Management
Nebraska
$29.3M -$6.59M -32,368 -19%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.3M -$3.32M -16,305 -11%