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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
51
First Eagle Investment Management
New York
$19.8M -$559K -3,710 -3%
MIM
52
MetLife Investment Management
New Jersey
$19.4M +$17.2M +114,161 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$19.2M -$13.7K -91 -0.1%
FWIA
54
Fort Washington Investment Advisors
Ohio
$17.1M -$5.35M -35,499 -26%
Legal & General Group
55
Legal & General Group
United Kingdom
$16.9M -$426K -2,827 -3%
N
56
Nuveen
North Carolina
$16.9M -$162K -1,075 -1%
CVA
57
Ceredex Value Advisors
Florida
$16.5M +$1.69M +11,200 +13%
PA
58
Pinnacle Associates
New York
$16.2M -$664K -4,410 -4%
UBS AM
59
UBS AM
Illinois
$15.9M -$8.78M -58,288 -38%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$15.5M -$2.41M -16,001 -13%
Raymond James Financial
61
Raymond James Financial
Florida
$15.2M +$2.56M +16,989 +23%
UBS Group
62
UBS Group
Switzerland
$14.6M +$1.02M +6,767 +9%
PCM
63
Peregrine Capital Management
Minnesota
$14.6M -$991K -6,581 -7%
Deutsche Bank
64
Deutsche Bank
Germany
$13.1M -$945K -6,276 -8%
Swiss National Bank
65
Swiss National Bank
Switzerland
$12.4M +$90.3K +600 +0.8%
OAM
66
Oberweis Asset Management
Illinois
$11.9M -$6.78M -45,000 -39%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$11.5M +$245K +1,626 +2%
RA
68
Royce & Associates
New York
$10.5M -$372K -2,470 -4%
CIC
69
Crawford Investment Counsel
Georgia
$10.3M +$56.2K +373 +0.6%
CWM
70
Compass Wealth Management
Connecticut
$10.2M -$947K -6,290 -10%
DIA
71
Dana Investment Advisors
Wisconsin
$9.79M -$61.3K -407 -0.7%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$9.73M
Barclays
73
Barclays
United Kingdom
$9.7M -$2.92M -19,412 -25%
GIPM
74
G2 Investment Partners Management
New York
$9.54M +$8.44M +56,044 New
Handelsbanken Fonder
75
Handelsbanken Fonder
Sweden
$8.47M +$5.93M +39,355 +377%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.