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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
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
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$4.62M
Russell Investments Group
103
Russell Investments Group
United Kingdom
$4.61M
OA
104
Oak Associates
Ohio
$4.58M
Truist Financial
105
Truist Financial
North Carolina
$4.56M
AQR Capital Management
106
AQR Capital Management
Connecticut
$4.47M
Cerity Partners
107
Cerity Partners
New York
$4.45M
RC
108
Roubaix Capital
Colorado
$4.4M
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$4.14M
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.06M
Fuller & Thaler Asset Management
111
Fuller & Thaler Asset Management
California
$3.97M
LCM
112
Legato Capital Management
California
$3.86M
SOADOR
113
State of Alaska Department of Revenue
Alaska
$3.49M
LCG
114
Lisanti Capital Growth
New York
$3.46M
Stifel Financial
115
Stifel Financial
Missouri
$3.43M
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$3.43M
IMRF
117
Illinois Municipal Retirement Fund
Illinois
$3.19M
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$3.12M
HighTower Advisors
119
HighTower Advisors
Illinois
$3.06M
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$2.98M
CPC
121
Cookson Peirce & Co
Pennsylvania
$2.96M
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$2.94M
Credit Agricole
123
Credit Agricole
France
$2.86M
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$2.79M
Squarepoint
125
Squarepoint
New York
$2.71M