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Advanced Energy

572 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 199 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.74% less ownership

Funds ownership: 108.9%108.16% (-0.74%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 199

Holders
572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Southernsun Asset Management
Tennessee
$15.2M
CM
102
Castleark Management
Illinois
$15M
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$14.9M
EI
104
EAM Investors
California
$14.4M
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$14.3M
ARAM
106
Ardmore Road Asset Management
New York
$14.2M
Russell Investments Group
107
Russell Investments Group
United Kingdom
$13.6M
NIP
108
Nicholas Investment Partners
California
$13M
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$13M
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$12.8M
CWM
111
Compass Wealth Management
Connecticut
$12.6M
TE
112
Tema ETFs
New York
$12.4M
TCM
113
Thames Capital Management
New Jersey
$12.3M
Jones Financial Companies
114
Jones Financial Companies
Missouri
$12.3M
BFM
115
Boothbay Fund Management
New York
$12.2M
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$12.1M
CIC
117
Crawford Investment Counsel
Georgia
$12M
RA
118
Royce & Associates
New York
$12M
Barclays
119
Barclays
United Kingdom
$11.6M
Lazard Asset Management
120
Lazard Asset Management
New York
$11M
VAM
121
Vanguard Asset Management
$10.9M
TWC
122
TD Waterhouse Canada
Ontario, Canada
$10.8M
Prudential Financial
123
Prudential Financial
New Jersey
$10.6M
RG
124
Renaissance Group
Kentucky
$9.47M
KCM
125
Kennedy Capital Management
Missouri
$9.24M