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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Pier Capital
Connecticut
$7.76M +$1.5M +7,391 +25%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$7.48M +$186K +912 +3%
Credit Agricole
103
Credit Agricole
France
$7.37M +$3.74M +18,394 +109%
Lazard Asset Management
104
Lazard Asset Management
New York
$7.36M +$5.85M +28,741 +449%
Canada Life
105
Canada Life
Manitoba, Canada
$7.01M -$2.19M -10,742 -24%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$6.99M -$556K -2,733 -7%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$6.98M +$1.27M +6,218 +23%
HA
108
Homestead Advisers
Virginia
$6.86M -$2.22M -10,900 -25%
Osaic Holdings
109
Osaic Holdings
Arizona
$6.67M +$5.38M +26,424 +486%
SO
110
STRS Ohio
Ohio
$6.47M +$5.49M +27,000 +692%
AQR Capital Management
111
AQR Capital Management
Connecticut
$6.4M +$881K +4,329 +16%
Universal-Beteiligungs- und Servicegesellschaft
112
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.85M +$829K +4,075 +17%
DIA
113
Dean Investment Associates
Ohio
$5.79M -$1.34M -6,565 -19%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$5.43M -$250K -1,230 -5%
NIM
115
NEOS Investment Management
Connecticut
$5.42M +$2.48M +12,180 +89%
TE
116
Tema ETFs
New York
$5.42M +$2.48M +12,180 +89%
HFS
117
Hantz Financial Services
Michigan
$5.33M +$5.15M +25,312 +18,612%
OA
118
Oak Associates
Ohio
$5.24M -$394K -1,937 -7%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$4.72M -$359K -1,765 -7%
Stifel Financial
120
Stifel Financial
Missouri
$4.68M +$443K +2,175 +11%
Cerity Partners
121
Cerity Partners
New York
$4.6M -$854K -4,195 -16%
LCM
122
Legato Capital Management
California
$4.44M -$308K -1,511 -7%
SOADOR
123
State of Alaska Department of Revenue
Alaska
$4.36M +$64.1K +315 +2%
LCG
124
Lisanti Capital Growth
New York
$4.24M -$20.4K -100 -0.5%
Comerica Bank
125
Comerica Bank
Texas
$4.17M +$1.29M +6,361 +47%