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Advanced Energy

574 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, 201 reducing their positions, and 43 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:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

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: 201

Holders
574
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
SO
126
STRS Ohio
Ohio
$8.46M
Public Sector Pension Investment Board (PSP Investments)
127
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.39M
Osaic Holdings
128
Osaic Holdings
Arizona
$8.27M
Credit Agricole
129
Credit Agricole
France
$7.81M
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$7.76M
Victory Capital Management
131
Victory Capital Management
Texas
$7.69M
LCG
132
Lisanti Capital Growth
New York
$7.66M
Canada Life
133
Canada Life
Manitoba, Canada
$7.27M
HA
134
Homestead Advisers
Virginia
$7.25M
HSBC Holdings
135
HSBC Holdings
United Kingdom
$7.2M
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$7.15M
N
137
Natixis
France
$7.1M
HFS
138
Hantz Financial Services
Michigan
$6.99M
Cerity Partners
139
Cerity Partners
New York
$6.85M
FGP
140
Freestone Grove Partners
California
$6.65M
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$6.62M
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$6.59M
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$6.22M
PC
144
Pier Capital
Connecticut
$5.99M
Mirae Asset Global ETFs Holdings
145
Mirae Asset Global ETFs Holdings
Hong Kong
$5.71M
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$5.6M
Calamos Advisors
147
Calamos Advisors
Illinois
$5.58M
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$5.53M
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$5.5M
LCM
150
Legato Capital Management
California
$5.46M