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