AEIS icon

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
TPWA
501
Twin Peaks Wealth Advisors
California
$20.3K
HIA
502
Harbor Investment Advisory
Maryland
$20K
WIM
503
Westside Investment Management
California
$19.9K
BIA
504
Bell Investment Advisors
California
$18.4K
CIM
505
Contravisory Investment Management
Massachusetts
$18.1K
CMA
506
Cedar Mountain Advisors
Oregon
$17.1K
AWA
507
Acumen Wealth Advisors
Tennessee
$16.8K
W
508
WealthCollab
Washington
$16.8K
CFO
509
CVA Family Office
Colorado
$16.8K
C
510
Covestor
United Kingdom
$16K
RIL
511
Rothschild Investment LLC
Illinois
$15.5K
WA
512
WPG Advisers
Maryland
$15.2K
KFAS
513
Keating Financial Advisory Services
Kansas
$14.8K
BBPWM
514
Blue Bell Private Wealth Management
Pennsylvania
$13.6K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$12.9K
ECSS
516
Eurizon Capital SGR SpA
$12.6K
EC
517
Elequin Capital
New York
$11.6K
CWA
518
Carolina Wealth Advisors
South Carolina
$11.6K
FNWA
519
Financial Network Wealth Advisors
Utah
$11K
RWS
520
Retirement Wealth Solutions
Wisconsin
$10.7K
HNW
521
High Note Wealth
Minnesota
$10.6K
TC
522
Truvestments Capital
Florida
$9.68K
FFO
523
Fortitude Family Office
Arizona
$9.36K
MO
524
McMillan Office
Michigan
$8.71K
MB
525
MidFirst Bank
Oklahoma
$8.07K