We are live on ! Find out more
AEIS icon

Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
EAM Investors
California
$8.39M +$772K +5,124 +11%
OAM
77
Oppenheimer Asset Management
New York
$8.31M +$959K +6,368 +15%
CM
78
Castleark Management
Illinois
$8.12M +$275K +1,823 +4%
AllianceBernstein
79
AllianceBernstein
Tennessee
$7.78M -$89.7K -596 -1%
Federated Hermes
80
Federated Hermes
Pennsylvania
$7.75M +$516K +3,426 +8%
AAP
81
Ardsley Advisory Partners
Connecticut
$7.57M +$1.43M +9,500 +27%
HA
82
Homestead Advisers
Virginia
$7.43M -$2.41M -16,000 -27%
Fiera Capital (Canada)
83
Fiera Capital (Canada)
Quebec, Canada
$7.37M -$191K -1,270 -3%
Canada Life
84
Canada Life
Manitoba, Canada
$7.37M +$7.23K +48 +0.1%
FGP
85
Freestone Grove Partners
California
$7.14M +$6.32M +41,953 New
Natixis Advisors
86
Natixis Advisors
Massachusetts
$6.79M +$1.07M +7,078 +22%
MOACM
87
Mutual of America Capital Management
New York
$6.65M -$21.1K -140 -0.4%
Prudential Financial
88
Prudential Financial
New Jersey
$6.4M -$348K -2,311 -6%
LPL Financial
89
LPL Financial
California
$6.4M +$522K +3,470 +10%
Creative Planning
90
Creative Planning
Kansas
$6.26M +$1.38M +9,150 +33%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$6.25M -$66.3K -440 -1%
MAP
92
Moody Aldrich Partners
Massachusetts
$5.94M -$2.77M -18,428 -35%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$5.92M +$301 +2 +0%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$5.87M +$268K +1,778 +5%
DIA
95
Dean Investment Associates
Ohio
$5.82M -$580K -3,855 -10%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.71M +$1.37M +9,124 +37%
SI
97
Sora Investors
Pennsylvania
$5.21M +$1.79M +11,914 +64%
PC
98
Pier Capital
Connecticut
$5.05M +$4.47M +29,688 New
DCM
99
Dean Capital Management
Kansas
$4.8M -$365K -2,422 -8%
CP
100
CenterBook Partners
Connecticut
$4.73M +$968K +6,426 +30%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.