We are live on ! Find out more
AEIS icon

Advanced Energy
AEIS

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319 → 355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59% → 106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.2M
2
MIM
MetLife Investment Management
New Jersey
+$14.4M
3
Marshall Wace
Marshall Wace
United Kingdom
+$14.3M
4
Jane Street
Jane Street
New York
+$8.73M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.05M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$58M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$24.3M
3
Norges Bank
Norges Bank
Norway
-$18.4M
4
BlackRock
BlackRock
New York
-$17.8M
5
Goldman Sachs
Goldman Sachs
New York
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
126
CenterBook Partners
Connecticut
$1.14M +$399K +3,490 +41%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.12M -$69.2K -606 -5%
VWA
128
Visionary Wealth Advisors
Illinois
$1.09M – – –
GAA
129
Green Alpha Advisors
Colorado
$1.09M +$259K +2,266 +25%
Cerity Partners
130
Cerity Partners
New York
$1.07M +$873K +7,644 +215%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$1.06M +$180K +1,578 +16%
AAF
132
Andra AP-fonden
Sweden
$1.06M +$1.27M +11,152 New
Credit Agricole
133
Credit Agricole
France
$1.05M – – –
MSRPS
134
Maryland State Retirement & Pension System
Maryland
$1.05M -$193K -1,693 -13%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.05M -$39.5K -346 -3%
ASRS
136
Arizona State Retirement System
Arizona
$1.03M -$14.1K -123 -1%
AB
137
Amalgamated Bank
New York
$1.02M -$33.4K -292 -3%
Millennium Management
138
Millennium Management
New York
$1.02M +$897K +7,855 +280%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$995K – – –
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$967K – – –
AI
141
Atria Investments
North Carolina
$953K -$147K -1,287 -11%
Los Angeles Capital Management
142
Los Angeles Capital Management
California
$953K +$1.14M +9,995 New
SF
143
Synovus Financial
Georgia
$943K +$291K +2,545 +35%
DFCM
144
Dark Forest Capital Management
Puerto Rico
$921K +$777K +6,805 +238%
GT
145
Glenmede Trust
Pennsylvania
$920K +$78.7K +689 +8%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$914K +$1.1M +9,593 New
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$901K -$20.6K -180 -2%
OQS
148
Occudo Quantitative Strategies
Florida
$898K +$1.08M +9,473 New
NAM
149
NorthCrest Asset Manangement
Minnesota
$892K +$800 +7 +0.1%
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$879K – – –
4 5
6
7 8

AEIS Hedge Fund Activity: Q1 2025 in Review

355 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2025, worth a combined $3.83B — down 19% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AEIS positions and 25 closed out — a net gain of 38 holders — while 126 added to existing stakes and 117 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $58M.

  • 355 institutional investors held Advanced Energy (AEIS) as of Q1 2025, up from 319 in Q4 2024.
  • Funds reported $3.83B of Advanced Energy stock for Q1 2025, down 19% quarter-over-quarter.
  • 63 funds opened new Advanced Energy positions in Q1 2025 and 25 closed out, a net change of +38 holders.
  • The largest Advanced Energy buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
  • The largest Advanced Energy seller in Q1 2025 was Fidelity Investments, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2025.