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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

20% less capital invested

Capital invested by funds: $4.73B → $3.79B (-$942M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.27M
Puts
$40.8M
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$12M
3 +$11.9M
4
Jane Street
Jane Street
New York
+$7.28M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.72M

Top Sellers

1 -$48.4M
2 -$20.3M
3 -$14.8M
4
Goldman Sachs
Goldman Sachs
New York
-$11.5M
5
State Street
State Street
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.12M
LCM
102
Legato Capital Management
California
$2.11M
Amundi
103
Amundi
France
$2M
SCM
104
Sandler Capital Management
New York
$1.99M
SOADOR
105
State of Alaska Department of Revenue
Alaska
$1.99M
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$1.96M
CF
107
Corebridge Financial
Texas
$1.86M
IIM
108
INTECH Investment Management
Florida
$1.82M
AAS
109
Avantax Advisory Services
Texas
$1.77M
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$1.74M
KTA
111
Keeley-Teton Advisors
Illinois
$1.73M
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$1.69M
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$1.66M
CI
114
Cambiar Investors
Colorado
$1.62M
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$1.61M
Renaissance Technologies
116
Renaissance Technologies
New York
$1.48M
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.47M
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.46M
Holocene Advisors
119
Holocene Advisors
New York
$1.43M
QEI
120
QSV Equity Investors
Illinois
$1.42M
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.39M
Comerica Bank
122
Comerica Bank
Texas
$1.36M
YCM
123
Yousif Capital Management
Michigan
$1.33M
TPSF
124
Texas Permanent School Fund
Texas
$1.24M
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M