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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
51
First Eagle Investment Management
New York
$19.8M
MIM
52
MetLife Investment Management
New Jersey
$19.4M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$19.2M
FWIA
54
Fort Washington Investment Advisors
Ohio
$17.1M
Legal & General Group
55
Legal & General Group
United Kingdom
$16.9M
N
56
Nuveen
North Carolina
$16.9M
CVA
57
Ceredex Value Advisors
Florida
$16.5M
PA
58
Pinnacle Associates
New York
$16.2M
UBS AM
59
UBS AM
Illinois
$15.9M
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$15.5M
Raymond James Financial
61
Raymond James Financial
Florida
$15.2M
UBS Group
62
UBS Group
Switzerland
$14.6M
PCM
63
Peregrine Capital Management
Minnesota
$14.6M
Deutsche Bank
64
Deutsche Bank
Germany
$13.1M
Swiss National Bank
65
Swiss National Bank
Switzerland
$12.4M
OAM
66
Oberweis Asset Management
Illinois
$11.9M
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$11.5M
RA
68
Royce & Associates
New York
$10.5M
CIC
69
Crawford Investment Counsel
Georgia
$10.3M
CWM
70
Compass Wealth Management
Connecticut
$10.2M
DIA
71
Dana Investment Advisors
Wisconsin
$9.79M
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
GIPM
74
G2 Investment Partners Management
New York
$9.54M
Handelsbanken Fonder
75
Handelsbanken Fonder
Sweden
$8.47M