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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
CAL
551
Capital Analysts LLC
Pennsylvania
$3K
PWMG
552
Private Wealth Management Group
New Jersey
$2.26K
PWMG
553
Prestige Wealth Management Group
New Jersey
$2.26K
CCM
554
Chilton Capital Management
Texas
$1.94K
DPW
555
DiNuzzo Private Wealth
Pennsylvania
$1.94K
PAI
556
Pittenger & Anderson Inc
Nebraska
$1.94K
BWL
557
Bogart Wealth LLC
Virginia
$1.94K
RS
558
Rakuten Securities
Japan
$1.94K
MA
559
Montag & Associates
Georgia
$1.8K
QL
560
Quarry LP
New York
$1.61K
TFA
561
Transamerica Financial Advisors
Florida
$1.61K
FHC
562
First Horizon Corporation
Tennessee
$1.61K
TC
563
Trust Company
Kansas
$1.61K
SIC
564
SJS Investment Consulting
Ohio
$1.61K
MPG
565
My Portfolio Guide
California
$1.61K
JWM
566
JPL Wealth Management
Colorado
$1.61K
VWM
567
Vermillion Wealth Management
Minnesota
$1.29K
CFM
568
Cornerstone Financial Management
Massachusetts
$1.29K
AW
569
Avion Wealth
Texas
$1K
AWM
570
Abound Wealth Management
Tennessee
$807
HIA
571
HFM Investment Advisors
New Jersey
$645
SWM
572
SHP Wealth Management
Massachusetts
$645
TPCW
573
TD Private Client Wealth
New York
$323
CW
574
Curio Wealth
Maryland
$323
AWM
575
Activest Wealth Management
Florida
$104