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Advanced Energy
AEIS

Overview Fund Activity

365 hedge funds and large institutions have $5.27B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+12
Holders Change %
+3.4%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
57
Increased
136
Reduced
132
Closed
38
Calls
$4.16M
Puts
$29.3M
Net Calls
-$25.1M
Net Calls Change
+$12.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$30.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$80.6M
4
GKIM
4
GW&K Investment Management
Massachusetts
$61.2M
5
Invesco
5
Invesco
Georgia
$43.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
101
Oak Associates
Ohio
$3.59M 27,082 -1,166 -4%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$3.24M 24,439 +13,284 +119%
SCM
103
Shelton Capital Management
Colorado
$3M 22,605 -3,779 -14%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$2.97M 22,416 +1,541 +7%
CP
105
CenterBook Partners
Connecticut
$2.83M 21,346 +9,344 +78%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$2.74M 20,676 -1,602 -7%
AAS
107
Avantax Advisory Services
Texas
$2.71M 20,451 +1,862 +10%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.57M 19,391 +13,256 +216%
LCM
109
Legato Capital Management
California
$2.54M 19,191 -2,988 -13%
Millennium Management
110
Millennium Management
New York
$2.53M 19,061 +8,405 +79%
SI
111
Sora Investors
Pennsylvania
$2.48M 18,720 -53,005 -74%
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.48M 18,701 +13,791 +281%
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$2.42M 18,252 -2,323 -11%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$2.38M 17,966 -340 -2%
Cerity Partners
115
Cerity Partners
New York
$2.36M 17,816 +6,621 +59%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$2.33M 17,600 -100 -0.6%
GF
117
Gabelli Funds
New York
$2.27M 17,151 +17,151 New
CI
118
Cambiar Investors
Colorado
$2.25M 17,001 -7 -0%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$2.15M 16,245 +865 +6%
IIM
120
INTECH Investment Management
Florida
$2.15M 16,227 -2,895 -15%
TI
121
Trexquant Investment
Connecticut
$2.11M 15,917 -23,792 -60%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$2.05M 15,493 +130 +0.8%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$2.02M 15,288 -1,700 -10%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$2M 15,097 -7,223 -32%
Comerica Bank
125
Comerica Bank
Texas
$2M 15,095 +813 +6%
3 4
5
6 7