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Advanced Energy

368 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$3.66M
OA
102
Oak Associates
Ohio
$3.59M
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$3.24M
SCM
104
Shelton Capital Management
Colorado
$3M
SOADOR
105
State of Alaska Department of Revenue
Alaska
$2.97M
CP
106
CenterBook Partners
Connecticut
$2.83M
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$2.74M
AAS
108
Avantax Advisory Services
Texas
$2.71M
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.57M
LCM
110
Legato Capital Management
California
$2.54M
Millennium Management
111
Millennium Management
New York
$2.53M
SI
112
Sora Investors
Pennsylvania
$2.48M
AQR Capital Management
113
AQR Capital Management
Connecticut
$2.48M
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.42M
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$2.38M
Cerity Partners
116
Cerity Partners
New York
$2.36M
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$2.33M
GF
118
Gabelli Funds
New York
$2.27M
CI
119
Cambiar Investors
Colorado
$2.25M
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$2.15M
IIM
121
INTECH Investment Management
Florida
$2.15M
TI
122
Trexquant Investment
Connecticut
$2.11M
VOYA Investment Management
123
VOYA Investment Management
Georgia
$2.05M
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.02M
HSBC Holdings
125
HSBC Holdings
United Kingdom
$2M