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Advanced Energy

572 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.74% less ownership

Funds ownership: 108.9%108.16% (-0.74%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$52K
AIC
477
Archer Investment Corporation
Indiana
$48.4K
CPG
478
Cornerstone Planning Group
New Jersey
$45.6K
WOSD
479
WFA of San Diego
California
$45.2K
PWM
480
Proathlete Wealth Management
Florida
$44.4K
PTC
481
Private Trust Company
Ohio
$40.7K
Optiver Holding
482
Optiver Holding
Netherlands
$40.7K
GIA
483
GHP Investment Advisors
Colorado
$40.3K
MSG
484
Main Street Group
Virginia
$40.3K
NS
485
NBC Securities
Alabama
$39.4K
MWPCG
486
Measured Wealth Private Client Group
New Hampshire
$37.4K
LFG
487
Larson Financial Group
Missouri
$35.8K
BC
488
Bayforest Capital
United Kingdom
$35.5K
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$35.2K
RFP
490
Root Financial Partners
California
$34.9K
SIS
491
Sound Income Strategies
Florida
$31.6K
BFS
492
Bare Financial Services
Pennsylvania
$31K
WTC
493
WhitTier Trust Company
Nevada
$28.5K
MEG
494
Millstone Evans Group
Colorado
$27.4K
WSFG
495
Wall Street Financial Group
Illinois
$27.4K
TWD
496
True Wealth Design
Ohio
$23.2K
Mitsubishi UFJ Asset Management
497
Mitsubishi UFJ Asset Management
Japan
$23.2K
HCA
498
Harbor Capital Advisors
Illinois
$22K
MG
499
Mather Group
Illinois
$21.6K
TSMHT
500
Thurston Springer Miller Herd & Titak
Indiana
$21K