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Advanced Energy
AEIS

Overview Fund Activity

365 hedge funds and large institutions have $5.27B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+12
Holders Change %
+3.4%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
57
Increased
136
Reduced
132
Closed
38
Calls
$4.16M
Puts
$29.3M
Net Calls
-$25.1M
Net Calls Change
+$12.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$30.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$80.6M
4
GKIM
4
GW&K Investment Management
Massachusetts
$61.2M
5
Invesco
5
Invesco
Georgia
$43.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
51
Oberweis Asset Management
Illinois
$15.2M 114,700 +114,700 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$15M 113,228 +3,770 +3%
Legal & General Group
53
Legal & General Group
United Kingdom
$13.6M 102,292 +857 +0.8%
NL
54
Nuveen LLC
North Carolina
$13.3M 100,329 -2,183 -2%
PA
55
Pinnacle Associates
New York
$13.2M 99,840 -37,020 -27%
PCM
56
Peregrine Capital Management
Minnesota
$12.2M 92,240 +1,536 +2%
CVA
57
Ceredex Value Advisors
Florida
$11.3M 85,550 +85,550 New
Deutsche Bank
58
Deutsche Bank
Germany
$11.1M 83,506 -6,600 -7%
UBS Group
59
UBS Group
Switzerland
$10.5M 79,070 +4,860 +7%
Citadel Advisors
60
Citadel Advisors
Florida
$10.3M 77,901 +32,526 +72%
Barclays
61
Barclays
United Kingdom
$10.1M 76,405 +23,650 +45%
Swiss National Bank
62
Swiss National Bank
Switzerland
$9.59M 72,400 -600 -0.8%
Raymond James Financial
63
Raymond James Financial
Florida
$9.59M 72,399 +39,963 +123%
CWM
64
Compass Wealth Management
Connecticut
$8.76M 66,114 -1,431 -2%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$8.71M 65,733 +4,768 +8%
RA
66
Royce & Associates
New York
$8.49M 64,046 +4,020 +7%
Squarepoint
67
Squarepoint
New York
$8.12M 61,294 +55,715 +999%
CIC
68
Crawford Investment Counsel
Georgia
$7.94M 59,950 +1,975 +3%
HA
69
Homestead Advisers
Virginia
$7.91M 59,662 – –
DIA
70
Dana Investment Advisors
Wisconsin
$7.68M 57,928 -912 -2%
Jane Street
71
Jane Street
New York
$7.58M 57,211 -39,043 -41%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$7.58M 57,172 -200 -0.3%
MAP
73
Moody Aldrich Partners
Massachusetts
$7.07M 53,355 -5,315 -9%
AllianceBernstein
74
AllianceBernstein
Tennessee
$6.14M 46,347 -72 -0.2%
CM
75
Castleark Management
Illinois
$6.08M 45,890 +45,890 New
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