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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Pier Capital
Connecticut
$7.76M
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$7.48M
Credit Agricole
103
Credit Agricole
France
$7.37M
Lazard Asset Management
104
Lazard Asset Management
New York
$7.36M
Canada Life
105
Canada Life
Manitoba, Canada
$7.01M
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$6.99M
Russell Investments Group
107
Russell Investments Group
United Kingdom
$6.98M
HA
108
Homestead Advisers
Virginia
$6.86M
Osaic Holdings
109
Osaic Holdings
Arizona
$6.67M
SO
110
STRS Ohio
Ohio
$6.47M
AQR Capital Management
111
AQR Capital Management
Connecticut
$6.4M
Universal-Beteiligungs- und Servicegesellschaft
112
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.85M
DIA
113
Dean Investment Associates
Ohio
$5.79M
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$5.43M
NIM
115
NEOS Investment Management
Connecticut
$5.42M
TE
116
Tema ETFs
New York
$5.42M
HFS
117
Hantz Financial Services
Michigan
$5.33M
OA
118
Oak Associates
Ohio
$5.24M
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$4.72M
Stifel Financial
120
Stifel Financial
Missouri
$4.68M
Cerity Partners
121
Cerity Partners
New York
$4.6M
LCM
122
Legato Capital Management
California
$4.44M
SOADOR
123
State of Alaska Department of Revenue
Alaska
$4.36M
LCG
124
Lisanti Capital Growth
New York
$4.24M
Comerica Bank
125
Comerica Bank
Texas
$4.17M