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Advanced Energy

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$3.66M +$458K +3,460 +14%
OA
102
Oak Associates
Ohio
$3.59M -$154K -1,166 -4%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$3.24M +$1.76M +13,284 +119%
SCM
104
Shelton Capital Management
Colorado
$3M -$501K -3,779 -14%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$2.97M +$204K +1,541 +7%
CP
106
CenterBook Partners
Connecticut
$2.83M +$1.24M +9,344 +78%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$2.74M -$212K -1,602 -7%
AAS
108
Avantax Advisory Services
Texas
$2.71M +$247K +1,862 +10%
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.57M +$1.76M +13,256 +216%
LCM
110
Legato Capital Management
California
$2.54M -$396K -2,988 -13%
Millennium Management
111
Millennium Management
New York
$2.53M +$1.11M +8,405 +79%
SI
112
Sora Investors
Pennsylvania
$2.48M -$7.02M -53,005 -74%
AQR Capital Management
113
AQR Capital Management
Connecticut
$2.48M +$1.83M +13,791 +281%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.42M -$308K -2,323 -11%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$2.38M -$45K -340 -2%
Cerity Partners
116
Cerity Partners
New York
$2.36M +$877K +6,621 +59%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$2.33M -$13.3K -100 -0.6%
GF
118
Gabelli Funds
New York
$2.27M +$2.27M +17,151 New
CI
119
Cambiar Investors
Colorado
$2.25M -$928 -7 -0%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$115K +865 +6%
IIM
121
INTECH Investment Management
Florida
$2.15M -$384K -2,895 -15%
TI
122
Trexquant Investment
Connecticut
$2.11M -$3.15M -23,792 -60%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$2.05M +$17.2K +130 +0.8%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.02M -$225K -1,700 -10%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$2M -$957K -7,223 -32%