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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
JWA
526
JFS Wealth Advisors
Pennsylvania
$8.07K
AEPWM
527
Atlantic Edge Private Wealth Management
Florida
$7.42K
CBT
528
Crews Bank & Trust
Florida
$7.42K
TCM
529
TD Capital Management
Tennessee
$6.78K
AGWCA
530
Annis Gardner Whiting Capital Advisors
Florida
$6.78K
IA
531
IFP Advisors
Florida
$6.78K
RF
532
Rossby Financial
Florida
$6.32K
RWM
533
Rialto Wealth Management
New York
$6.13K
ZBNA
534
Zions Bancorporation, National Association
Utah
$6.13K
IAAG
535
Innovative Asset Advisors Group
Connecticut
$6.13K
MAFA
536
MJT & Associates Financial Advisory
Minnesota
$5.81K
SEP
537
Signature Equity Partners
Ohio
$5.17K
NSIM
538
North Star Investment Management
Illinois
$5.16K
Q1WB
539
Quest 10 Wealth Builders
Virginia
$5.16K
HI
540
Harbour Investments
Wisconsin
$5.1K
PMFA
541
Plante Moran Financial Advisors
Michigan
$4.84K
PWA
542
Physician Wealth Advisors
Utah
$4.84K
KG
543
Kilter Group
New York
$4.2K
IAS
544
IMA Advisory Services
Colorado
$3.87K
EPL
545
Essential Partners LLC
California
$3.55K
HFS
546
Hughes Financial Services
Virginia
$3.55K
MAM
547
Marquette Asset Management
Minnesota
$3.23K
BHWM
548
Bay Harbor Wealth Management
Maryland
$3.23K
CAL
549
Capital Analysts LLC
Pennsylvania
$3K
PWMG
550
Private Wealth Management Group
New Jersey
$2.26K