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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

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
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$2.12M +$111K +970 +5%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$2.12M +$648K +5,668 +34%
LCM
103
Legato Capital Management
California
$2.11M -$26.2K -229 -1%
Amundi
104
Amundi
France
$2M +$504K +4,408 +23%
SCM
105
Sandler Capital Management
New York
$1.99M +$2.38M +20,872 New
SOADOR
106
State of Alaska Department of Revenue
Alaska
$1.99M -$58.7K -514 -2%
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$1.96M +$106K +924 +5%
CF
108
Corebridge Financial
Texas
$1.86M -$43.9K -384 -2%
IIM
109
INTECH Investment Management
Florida
$1.82M +$751K +6,572 +52%
AAS
110
Avantax Advisory Services
Texas
$1.77M -$12.7K -111 -0.6%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$1.74M -$69.9K -612 -3%
KTA
112
Keeley-Teton Advisors
Illinois
$1.73M +$553K +4,837 +36%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$1.69M -$57.1K -500 -3%
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
$1.66M -$767K -6,713 -28%
CI
115
Cambiar Investors
Colorado
$1.62M -$384K -3,358 -16%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$1.61M
Renaissance Technologies
117
Renaissance Technologies
New York
$1.48M +$1.77M +15,522 New
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$1.47M -$393K -3,436 -18%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.46M +$110K +965 +7%
Holocene Advisors
120
Holocene Advisors
New York
$1.43M -$1.23M -10,729 -42%
QEI
121
QSV Equity Investors
Illinois
$1.42M -$3.77K -33 -0.2%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$1.39M
Comerica Bank
123
Comerica Bank
Texas
$1.36M -$41K -359 -2%
YCM
124
Yousif Capital Management
Michigan
$1.33M -$30.4K -266 -2%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M