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Advanced Energy

574 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, 201 reducing their positions, and 43 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:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

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: 201

Holders
574
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
MG
501
Mather Group
Illinois
$21.6K
TSMHT
502
Thurston Springer Miller Herd & Titak
Indiana
$21K
TPWA
503
Twin Peaks Wealth Advisors
California
$20.3K
HIA
504
Harbor Investment Advisory
Maryland
$20K
WIM
505
Westside Investment Management
California
$19.9K
BIA
506
Bell Investment Advisors
California
$18.4K
CIM
507
Contravisory Investment Management
Massachusetts
$18.1K
CMA
508
Cedar Mountain Advisors
Oregon
$17.1K
AWA
509
Acumen Wealth Advisors
Tennessee
$16.8K
W
510
WealthCollab
Washington
$16.8K
CFO
511
CVA Family Office
Colorado
$16.8K
C
512
Covestor
United Kingdom
$16K
RIL
513
Rothschild Investment LLC
Illinois
$15.5K
WA
514
WPG Advisers
Maryland
$15.2K
KFAS
515
Keating Financial Advisory Services
Kansas
$14.8K
BBPWM
516
Blue Bell Private Wealth Management
Pennsylvania
$13.6K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$12.9K
ECSS
518
Eurizon Capital SGR SpA
$12.6K
EC
519
Elequin Capital
New York
$11.6K
CWA
520
Carolina Wealth Advisors
South Carolina
$11.6K
FNWA
521
Financial Network Wealth Advisors
Utah
$11K
RWS
522
Retirement Wealth Solutions
Wisconsin
$10.7K
HNW
523
High Note Wealth
Minnesota
$10.6K
TC
524
Truvestments Capital
Florida
$9.68K
FFO
525
Fortitude Family Office
Arizona
$9.36K