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Advanced Energy
AEIS

Overview Fund Activity

365 hedge funds and large institutions have $5.27B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+12
Holders Change %
+3.4%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
57
Increased
136
Reduced
132
Closed
38
Calls
$4.16M
Puts
$29.3M
Net Calls
-$25.1M
Net Calls Change
+$12.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$30.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$80.6M
4
GKIM
4
GW&K Investment Management
Massachusetts
$61.2M
5
Invesco
5
Invesco
Georgia
$43.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
76
EAM Investors
California
$5.97M 45,029 +45,029 New
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$5.91M 44,604 -497 -1%
Canada Life
78
Canada Life
Manitoba, Canada
$5.86M 44,196 -720 -2%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$5.79M 43,676 +1,719 +4%
OAM
80
Oppenheimer Asset Management
New York
$5.63M 42,458 +2,735 +7%
Federated Hermes
81
Federated Hermes
Pennsylvania
$5.58M 42,105 +1,141 +3%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$5.52M 41,638 -1,240 -3%
Marshall Wace
83
Marshall Wace
United Kingdom
$5.35M 40,390 -84,416 -68%
MOACM
84
Mutual of America Capital Management
New York
$5.2M 39,241 +2,275 +6%
DIA
85
Dean Investment Associates
Ohio
$5.04M 38,067 -11,920 -24%
SSA
86
Schonfeld Strategic Advisors
New York
$4.95M 37,382 -617 -2%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$4.92M 37,159 +27,164 +272%
Prudential Financial
88
Prudential Financial
New Jersey
$4.64M 39,939 +2,098 +6%
AAP
89
Ardsley Advisory Partners
Connecticut
$4.64M 35,000 +4,000 +13%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$4.61M 34,821 – –
LPL Financial
91
LPL Financial
California
$4.52M 34,144 +3,395 +11%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$4.35M 32,819 +5,544 +20%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$4.34M 32,726 +3,427 +12%
DCM
94
Dean Capital Management
Kansas
$4.06M 30,650 -4,560 -13%
IP
95
Isthmus Partners
Wisconsin
$3.92M 29,615 +50 +0.2%
RC
96
Roubaix Capital
Colorado
$3.87M 29,179 +29,179 New
SCM
97
Sandler Capital Management
New York
$3.79M 28,631 +7,759 +37%
Renaissance Technologies
98
Renaissance Technologies
New York
$3.73M 28,122 +12,600 +81%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$3.67M 27,688 +16 +0.1%
Creative Planning
100
Creative Planning
Kansas
$3.66M 27,657 +3,460 +14%
2 3
4
5 6