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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$4.32M -$408K -3,572 -7%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$4.3M +$6.97K +61 +0.1%
Canada Life
78
Canada Life
Manitoba, Canada
$4.28M -$333K -2,912 -6%
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$4.09M +$4.9M +42,878 New
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$4M -$383K -3,350 -7%
Federated Hermes
81
Federated Hermes
Pennsylvania
$3.9M +$256K +2,244 +6%
OAM
82
Oppenheimer Asset Management
New York
$3.79M +$65.3K +572 +1%
TI
83
Trexquant Investment
Connecticut
$3.78M +$4.54M +39,709 New
SSA
84
Schonfeld Strategic Advisors
New York
$3.62M +$3.73M +32,610 +605%
Prudential Financial
85
Prudential Financial
New Jersey
$3.61M -$169K -1,480 -4%
MOACM
86
Mutual of America Capital Management
New York
$3.52M -$12.9K -113 -0.3%
Select Equity Group
87
Select Equity Group
New York
$3.42M +$4.1M +35,917 New
DCM
88
Dean Capital Management
Kansas
$3.36M -$48.6K -425 -1%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$3.32M -$45K -394 -1%
Raymond James Financial
90
Raymond James Financial
Florida
$3.09M -$6.04M -52,869 -62%
EGM
91
Engineers Gate Manager
New York
$3.02M +$3.11M +27,203 +610%
AAP
92
Ardsley Advisory Partners
Connecticut
$2.95M +$685K +6,000 +24%
LPL Financial
93
LPL Financial
California
$2.93M +$447K +3,911 +15%
IP
94
Isthmus Partners
Wisconsin
$2.82M +$11K +96 +0.3%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$2.79M -$24.3M -212,758 -88%
OA
96
Oak Associates
Ohio
$2.69M -$9.14K -80 -0.3%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$2.64M -$165K -1,447 -5%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$2.6M +$72.8K +637 +2%
SCM
99
Shelton Capital Management
Colorado
$2.51M
Creative Planning
100
Creative Planning
Kansas
$2.31M +$94.5K +827 +4%