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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
51
First Eagle Investment Management
New York
$11.3M +$668K +5,850 +5%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$10.4M +$129K +1,131 +1%
UBS AM
53
UBS AM
Illinois
$10.2M +$3.66K +32 +0%
N
54
Nuveen
North Carolina
$9.77M +$57.1K +500 +0.5%
Legal & General Group
55
Legal & General Group
United Kingdom
$9.67M -$444K -3,888 -4%
Jane Street
56
Jane Street
New York
$9.17M +$8.73M +76,401 +385%
PCM
57
Peregrine Capital Management
Minnesota
$8.64M +$340K +2,972 +3%
Deutsche Bank
58
Deutsche Bank
Germany
$8.59M -$295K -2,581 -3%
UBS Group
59
UBS Group
Switzerland
$7.07M -$5.65M -49,430 -40%
Swiss National Bank
60
Swiss National Bank
Switzerland
$6.96M -$126K -1,100 -1%
SI
61
Sora Investors
Pennsylvania
$6.84M -$6.9M -60,389 -46%
TC
62
TwinBeech Capital
New York
$6.54M +$7.84M +68,587 New
CWM
63
Compass Wealth Management
Connecticut
$6.44M -$148K -1,293 -2%
Victory Capital Management
64
Victory Capital Management
Texas
$6.1M -$2.01M -17,578 -22%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$5.81M +$981K +8,585 +16%
RA
66
Royce & Associates
New York
$5.72M -$411K -3,600 -6%
HA
67
Homestead Advisers
Virginia
$5.69M +$891K +7,800 +15%
DIA
68
Dana Investment Advisors
Wisconsin
$5.61M -$170K -1,488 -2%
MAP
69
Moody Aldrich Partners
Massachusetts
$5.59M +$793K +6,944 +13%
CIC
70
Crawford Investment Counsel
Georgia
$5.53M +$6.62M +57,975 New
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$5.47M -$601K -5,265 -8%
Barclays
72
Barclays
United Kingdom
$5.03M -$2.7M -23,608 -31%
DIA
73
Dean Investment Associates
Ohio
$4.76M -$330K -2,887 -5%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$4.68M +$3.76M +32,944 +203%
AllianceBernstein
75
AllianceBernstein
Tennessee
$4.42M +$1.83K +16 +0%