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Advanced Energy

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
51
Oberweis Asset Management
Illinois
$15.2M +$15.2M +114,700 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$15M +$500K +3,770 +3%
Legal & General Group
53
Legal & General Group
United Kingdom
$13.6M +$114K +857 +0.8%
NL
54
Nuveen LLC
North Carolina
$13.3M -$289K -2,183 -2%
PA
55
Pinnacle Associates
New York
$13.2M -$4.91M -37,020 -27%
PCM
56
Peregrine Capital Management
Minnesota
$12.2M +$204K +1,536 +2%
CVA
57
Ceredex Value Advisors
Florida
$11.3M +$11.3M +85,550 New
Deutsche Bank
58
Deutsche Bank
Germany
$11.1M -$875K -6,600 -7%
UBS Group
59
UBS Group
Switzerland
$10.5M +$644K +4,860 +7%
Citadel Advisors
60
Citadel Advisors
Florida
$10.3M +$4.31M +32,526 +72%
Barclays
61
Barclays
United Kingdom
$10.1M +$3.13M +23,650 +45%
Swiss National Bank
62
Swiss National Bank
Switzerland
$9.59M -$79.5K -600 -0.8%
Raymond James Financial
63
Raymond James Financial
Florida
$9.59M +$5.3M +39,963 +123%
CWM
64
Compass Wealth Management
Connecticut
$8.76M -$190K -1,431 -2%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$8.71M +$632K +4,768 +8%
RA
66
Royce & Associates
New York
$8.49M +$533K +4,020 +7%
Squarepoint
67
Squarepoint
New York
$8.12M +$7.38M +55,715 +999%
CIC
68
Crawford Investment Counsel
Georgia
$7.94M +$262K +1,975 +3%
HA
69
Homestead Advisers
Virginia
$7.91M
DIA
70
Dana Investment Advisors
Wisconsin
$7.68M -$121K -912 -2%
Jane Street
71
Jane Street
New York
$7.58M -$5.17M -39,043 -41%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$7.58M -$26.5K -200 -0.3%
MAP
73
Moody Aldrich Partners
Massachusetts
$7.07M -$704K -5,315 -9%
AllianceBernstein
74
AllianceBernstein
Tennessee
$6.14M -$9.54K -72 -0.2%
CM
75
Castleark Management
Illinois
$6.08M +$6.08M +45,890 New