AEIS icon

Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Ardsley Advisory Partners
Connecticut
$15.3M
Deutsche Bank
77
Deutsche Bank
Germany
$15.1M
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$14.7M
JP Morgan Chase
79
JP Morgan Chase
New York
$14.3M
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$13.8M
DIA
81
Dana Investment Advisors
Wisconsin
$13.4M
Barclays
82
Barclays
United Kingdom
$12.8M
FGP
83
Freestone Grove Partners
California
$12M
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M
Natixis Advisors
85
Natixis Advisors
Massachusetts
$11.4M
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$11.4M
Prudential Financial
87
Prudential Financial
New Jersey
$11.3M
CWM
88
Compass Wealth Management
Connecticut
$11.1M
RA
89
Royce & Associates
New York
$10.7M
CIC
90
Crawford Investment Counsel
Georgia
$10.7M
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.4M
EI
92
EAM Investors
California
$10.3M
CM
93
Castleark Management
Illinois
$10.3M
Creative Planning
94
Creative Planning
Kansas
$9.18M
LPL Financial
95
LPL Financial
California
$9.15M
AI
96
Atom Investors
Texas
$8.66M
Bessemer Group
97
Bessemer Group
New Jersey
$8.5M
OAM
98
Oberweis Asset Management
Illinois
$8.31M
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$8.27M
MOACM
100
Mutual of America Capital Management
New York
$8.16M