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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
EI
76
EAM Investors
California
$8.39M
OAM
77
Oppenheimer Asset Management
New York
$8.31M
CM
78
Castleark Management
Illinois
$8.12M
AllianceBernstein
79
AllianceBernstein
Tennessee
$7.78M
Federated Hermes
80
Federated Hermes
Pennsylvania
$7.75M
AAP
81
Ardsley Advisory Partners
Connecticut
$7.57M
HA
82
Homestead Advisers
Virginia
$7.43M
Fiera Capital (Canada)
83
Fiera Capital (Canada)
Quebec, Canada
$7.37M
Canada Life
84
Canada Life
Manitoba, Canada
$7.37M
FGP
85
Freestone Grove Partners
California
$7.14M
Natixis Advisors
86
Natixis Advisors
Massachusetts
$6.79M
MOACM
87
Mutual of America Capital Management
New York
$6.65M
Prudential Financial
88
Prudential Financial
New Jersey
$6.4M
LPL Financial
89
LPL Financial
California
$6.4M
Creative Planning
90
Creative Planning
Kansas
$6.26M
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$6.25M
MAP
92
Moody Aldrich Partners
Massachusetts
$5.94M
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$5.92M
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$5.87M
DIA
95
Dean Investment Associates
Ohio
$5.82M
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.71M
SI
97
Sora Investors
Pennsylvania
$5.21M
PC
98
Pier Capital
Connecticut
$5.05M
DCM
99
Dean Capital Management
Kansas
$4.8M
CP
100
CenterBook Partners
Connecticut
$4.73M