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Advanced Energy

371 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.45B)

5% more funds holding

Funds holding: 355371 (+16)

3% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 134

0.66% less ownership

Funds ownership: 106.5%105.84% (-0.66%)

67% less call options, than puts

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

Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
4.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
59
Increased
138
Reduced
134
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$3.66M +$381K +3,460 +14%
OA
102
Oak Associates
Ohio
$3.59M -$128K -1,166 -4%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$3.24M +$1.46M +13,284 +119%
SCM
104
Shelton Capital Management
Colorado
$3M -$416K -3,779 -14%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$2.97M +$170K +1,541 +7%
CP
106
CenterBook Partners
Connecticut
$2.83M +$1.03M +9,344 +78%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$2.74M -$176K -1,602 -7%
AAS
108
Avantax Advisory Services
Texas
$2.71M +$205K +1,862 +10%
Connor, Clark & Lunn Investment Management (CC&L)
109
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.57M +$1.46M +13,256 +216%
LCM
110
Legato Capital Management
California
$2.54M -$329K -2,988 -13%
Millennium Management
111
Millennium Management
New York
$2.53M +$926K +8,405 +79%
SI
112
Sora Investors
Pennsylvania
$2.48M -$5.84M -53,005 -74%
AQR Capital Management
113
AQR Capital Management
Connecticut
$2.48M +$1.52M +13,791 +281%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.42M -$256K -2,323 -11%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$2.38M -$37.5K -340 -2%
Cerity Partners
116
Cerity Partners
New York
$2.36M +$729K +6,621 +59%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$2.33M -$11K -100 -0.6%
GF
118
Gabelli Funds
New York
$2.27M +$1.89M +17,151 New
CI
119
Cambiar Investors
Colorado
$2.25M -$771 -7 -0%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$95.3K +865 +6%
IIM
121
INTECH Investment Management
Florida
$2.15M -$319K -2,895 -15%
TI
122
Trexquant Investment
Connecticut
$2.11M -$2.62M -23,792 -60%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$2.05M +$14.3K +130 +0.8%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.02M -$187K -1,700 -10%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$2M -$796K -7,223 -32%

AEIS Hedge Fund Activity: Q2 2025 in Review

371 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2025, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AEIS positions and 38 closed out — a net gain of 21 holders — while 138 added to existing stakes and 134 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $25.5M. The largest seller was Ameriprise, cutting an estimated $35.8M.

  • 371 institutional investors held Advanced Energy (AEIS) as of Q2 2025, up from 355 in Q1 2025.
  • Funds reported $5.28B of Advanced Energy stock for Q2 2025, up 38% quarter-over-quarter.
  • 59 funds opened new Advanced Energy positions in Q2 2025 and 38 closed out, a net change of +21 holders.
  • The largest Advanced Energy buyer in Q2 2025 was Franklin Resources, an estimated $25.5M added.
  • The largest Advanced Energy seller in Q2 2025 was Ameriprise, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.