Advanced Energy
AEIS
575 hedge funds and large institutions have $13.2B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 165 increasing their positions, 201 reducing their positions, and 43 closing their positions.
277% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 43
53% more capital invested
Capital invested by funds: $8.61B → $13.2B (+$4.54B)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
24% more funds holding
Funds holding: 464 → 575 (+111)
0.72% less ownership
Funds ownership: 108.9% → 108.18% (-0.72%)
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: 165 | Existing positions reduced: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$296M |
| 2 |
BlackRock
New York
|
+$112M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$75M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$59.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.9M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$52.7M |
| 4 |
Neuberger Berman Group
New York
|
-$49.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$46.4M |
AEIS Hedge Fund Activity: Q1 2026 in Review
575 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2026, worth a combined $13.2B — up 53% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new AEIS positions and 43 closed out — a net gain of 119 holders — while 165 added to existing stakes and 201 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $296M. The largest seller was Ameriprise, cutting an estimated $96.1M.
- 575 institutional investors held Advanced Energy (AEIS) as of Q1 2026, up from 464 in Q4 2025.
- Funds reported $13.2B of Advanced Energy stock for Q1 2026, up 53% quarter-over-quarter.
- 162 funds opened new Advanced Energy positions in Q1 2026 and 43 closed out, a net change of +119 holders.
- The largest Advanced Energy buyer in Q1 2026 was Whale Rock Capital Management, an estimated $296M added.
- The largest Advanced Energy seller in Q1 2026 was Ameriprise, an estimated $96.1M sold.
Based on aggregated 13F filings for Q1 2026.