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Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$2M +$108K +813 +6%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.97M +$748K +5,646 +61%
DFCM
128
Dark Forest Capital Management
Puerto Rico
$1.89M +$606K +4,570 +47%
GAM
129
Gotham Asset Management
New York
$1.88M +$1.54M +11,615 +445%
YCM
130
Yousif Capital Management
Michigan
$1.87M +$16.8K +127 +0.9%
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
$1.86M +$1.48M +11,181 +396%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$1.85M +$581K +4,386 +46%
QT
133
Quantbot Technologies
New York
$1.81M +$935K +7,055 +107%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.79M +$340K +2,564 +23%
Nomura Holdings
135
Nomura Holdings
Japan
$1.74M +$1.74M +13,132 New
Victory Capital Management
136
Victory Capital Management
Texas
$1.72M -$6.76M -51,004 -80%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.7M -$232K -1,750 -12%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.65M +$310K +2,338 +23%
Amundi
139
Amundi
France
$1.64M -$1.64M -11,891 -50%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$1.63M +$74.2K +560 +5%
QEI
141
QSV Equity Investors
Illinois
$1.61M -$364K -2,746 -18%
Universal-Beteiligungs- und Servicegesellschaft
142
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.52M +$1.16M +8,790 +327%
VWA
143
Visionary Wealth Advisors
Illinois
$1.52M – – –
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M -$109K -825 -7%
ET
145
Entropy Technologies
New York
$1.49M +$1.49M +11,254 New
NIM
146
NEOS Investment Management
Connecticut
$1.49M +$1.49M +11,250 New
GAA
147
Green Alpha Advisors
Colorado
$1.48M -$34.2K -258 -2%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$1.47M +$9.54K +72 +0.7%
ASRS
149
Arizona State Retirement System
Arizona
$1.46M +$27.2K +205 +2%
AB
150
Amalgamated Bank
New York
$1.42M -$927 -7 -0.1%
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6
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