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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
MO
526
McMillan Office
Michigan
$8.71K
MB
527
MidFirst Bank
Oklahoma
$8.07K
JWA
528
JFS Wealth Advisors
Pennsylvania
$8.07K
AEPWM
529
Atlantic Edge Private Wealth Management
Florida
$7.42K
CBT
530
Crews Bank & Trust
Florida
$7.42K
TCM
531
TD Capital Management
Tennessee
$6.78K
IA
532
IFP Advisors
Florida
$6.78K
AGWCA
533
Annis Gardner Whiting Capital Advisors
Florida
$6.78K
RF
534
Rossby Financial
Florida
$6.32K
RWM
535
Rialto Wealth Management
New York
$6.13K
ZBNA
536
Zions Bancorporation, National Association
Utah
$6.13K
IAAG
537
Innovative Asset Advisors Group
Connecticut
$6.13K
MAFA
538
MJT & Associates Financial Advisory
Minnesota
$5.81K
SEP
539
Signature Equity Partners
Ohio
$5.17K
NSIM
540
North Star Investment Management
Illinois
$5.16K
Q1WB
541
Quest 10 Wealth Builders
Virginia
$5.16K
HI
542
Harbour Investments
Wisconsin
$5.1K
PMFA
543
Plante Moran Financial Advisors
Michigan
$4.84K
PWA
544
Physician Wealth Advisors
Utah
$4.84K
KG
545
Kilter Group
New York
$4.2K
IAS
546
IMA Advisory Services
Colorado
$3.87K
EP
547
Essential Partners
California
$3.55K
HFS
548
Hughes Financial Services
Virginia
$3.55K
MAM
549
Marquette Asset Management
Minnesota
$3.23K
BHWM
550
Bay Harbor Wealth Management
Maryland
$3.23K