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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
P
476
Pitcairn
Pennsylvania
-$664K -3,902 Closed
NAAA
477
New Age Alpha Advisors
New York
-$568K -3,340 Closed
SCM
478
Sandler Capital Management
New York
-$549K -3,227 Closed
MM
479
MQS Management
New York
-$480K -2,822 Closed
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
-$237K -1,392 Closed
GCM
481
Graham Capital Management
Connecticut
-$231K -1,356 Closed
LAM
482
Longboard Asset Management
Arizona
-$225K -1,321 Closed
PAM
483
PVG Asset Management
Colorado
-$210K -1,233 Closed
EF
484
Empowered Funds
Pennsylvania
-$209K -1,226 Closed
Capstone Investment Advisors
485
Capstone Investment Advisors
New York
-$201K -1,182 Closed
Walleye Capital
486
Walleye Capital
New York
-$201K -987 Closed
WC
487
Wexford Capital
Florida
-$133K -779 Closed
ASN
488
Advisory Services Network
Georgia
-$64.8K -381 Closed
MCM
489
Manchester Capital Management
Vermont
-$55.3K -325 Closed
RA
490
Rise Advisors
New York
-$17.2K -101 Closed
WANY
491
Wealthspire Advisors (New York)
New York
-$9.36K -55 Closed
MG
492
Mather Group
Illinois
-$5.96K -35 Closed
CT
493
Clearstead Trust
Maine
-$3.4K -20 Closed
CCM
494
Cloud Capital Management
Washington
-$1K -9 Closed
JWM
495
JPL Wealth Management
Colorado
-$851 -5 Closed
TIM
496
Tortoise Investment Management
New York
-$851 -5 Closed