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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$6.06M
EI
77
EAM Investors
California
$5.97M
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$5.91M
Canada Life
79
Canada Life
Manitoba, Canada
$5.86M
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$5.79M
OAM
81
Oppenheimer Asset Management
New York
$5.63M
Federated Hermes
82
Federated Hermes
Pennsylvania
$5.58M
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$5.52M
Marshall Wace
84
Marshall Wace
United Kingdom
$5.35M
MOACM
85
Mutual of America Capital Management
New York
$5.2M
DIA
86
Dean Investment Associates
Ohio
$5.04M
SSA
87
Schonfeld Strategic Advisors
New York
$4.95M
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$4.92M
Prudential Financial
89
Prudential Financial
New Jersey
$4.64M
AAP
90
Ardsley Advisory Partners
Connecticut
$4.64M
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$4.61M
LPL Financial
92
LPL Financial
California
$4.52M
Natixis Advisors
93
Natixis Advisors
Massachusetts
$4.35M
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$4.34M
DCM
95
Dean Capital Management
Kansas
$4.06M
IP
96
Isthmus Partners
Wisconsin
$3.92M
RC
97
Roubaix Capital
Colorado
$3.87M
SCM
98
Sandler Capital Management
New York
$3.79M
Renaissance Technologies
99
Renaissance Technologies
New York
$3.73M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$3.67M