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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
101
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.65M +$1.2M +7,962 +41%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$4.62M -$78.6K -522 -2%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$4.61M +$3.43M +22,796 +528%
OA
104
Oak Associates
Ohio
$4.58M -$19.7K -131 -0.5%
Truist Financial
105
Truist Financial
North Carolina
$4.56M +$3.33M +22,124 +475%
AQR Capital Management
106
AQR Capital Management
Connecticut
$4.47M +$1.14M +7,557 +40%
Cerity Partners
107
Cerity Partners
New York
$4.45M +$1.25M +8,328 +47%
RC
108
Roubaix Capital
Colorado
$4.4M -$500K -3,322 -11%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$4.14M +$3.22M +21,402 +734%
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.06M +$1.87M +12,398 +108%
Fuller & Thaler Asset Management
111
Fuller & Thaler Asset Management
California
$3.97M +$1.4M +9,311 +66%
LCM
112
Legato Capital Management
California
$3.86M +$530K +3,523 +18%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$3.49M -$284K -1,887 -8%
LCG
114
Lisanti Capital Growth
New York
$3.46M +$3.07M +20,361 New
Stifel Financial
115
Stifel Financial
Missouri
$3.43M +$1.92M +12,769 +172%
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$3.43M +$3.03M +20,153 New
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$3.19M +$71.4K +474 +3%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$3.12M +$59.5K +395 +2%
HighTower Advisors
119
HighTower Advisors
Illinois
$3.06M +$2.03M +13,498 +299%
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$2.98M -$474K -3,151 -15%
CPC
121
Cookson Peirce & Co
Pennsylvania
$2.96M +$2.62M +17,402 New
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$2.94M -$45.2K -300 -2%
Credit Agricole
123
Credit Agricole
France
$2.86M +$2.53M +16,818 New
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$2.79M +$232K +1,540 +10%
Squarepoint
125
Squarepoint
New York
$2.71M -$6.83M -45,345 -74%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.