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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$26.1M -$2.23M -10,947 -8%
SAM
52
Southernsun Asset Management
Tennessee
$25.8M -$9.81M -48,180 -28%
HJGA
53
Hardman Johnston Global Advisors
Connecticut
$25.5M -$3.63M -17,832 -13%
Lord, Abbett & Co
54
Lord, Abbett & Co
New Jersey
$23.9M -$22.4M -110,011 -49%
Federated Hermes
55
Federated Hermes
Pennsylvania
$22.6M +$12.7M +62,420 +137%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$21.8M -$1.85M -9,070 -8%
WCM Investment Management
57
WCM Investment Management
California
$21.6M +$20.6M +101,392 New
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$21.4M +$20.1M +98,592 +2,739%
Citigroup
59
Citigroup
New York
$20.9M -$9.06M -44,502 -31%
N
60
Nuveen
North Carolina
$20.8M -$9.77K -48 -0%
First Eagle Investment Management
61
First Eagle Investment Management
New York
$20.6M -$3.6M -17,700 -15%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$20.5M +$20M +98,119 New
UBS AM
63
UBS AM
Illinois
$20.1M +$422K +2,075 +2%
Legal & General Group
64
Legal & General Group
United Kingdom
$19.9M -$881K -4,329 -4%
Handelsbanken Fonder
65
Handelsbanken Fonder
Sweden
$19.1M +$8.48M +41,654 +84%
PA
66
Pinnacle Associates
New York
$18.8M -$1.19M -5,862 -6%
FWIA
67
Fort Washington Investment Advisors
Ohio
$17.8M -$3.13M -15,356 -15%
AHT
68
Amanah Holdings Trust
$17.8M +$17.3M +85,000 New
Raymond James Financial
69
Raymond James Financial
Florida
$17.8M -$922K -4,531 -5%
MIM
70
MetLife Investment Management
New Jersey
$17.4M -$6.34M -31,170 -27%
GIPM
71
G2 Investment Partners Management
New York
$17.3M +$5.44M +26,715 +48%
CVA
72
Ceredex Value Advisors
Florida
$16.7M -$3.48M -17,100 -18%
PCM
73
Peregrine Capital Management
Minnesota
$16.2M -$1.7M -8,336 -10%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$16.1M -$6.8M -33,391 -30%
Swiss National Bank
75
Swiss National Bank
Switzerland
$15.6M +$265K +1,300 +2%