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Advanced Energy

371 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

38% more capital invested

Capital invested by funds: $3.83B → $5.28B (+$1.45B)

5% more funds holding

Funds holding: 355371 (+16)

3% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 134

0.66% less ownership

Funds ownership: 106.5%105.84% (-0.66%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
4.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
59
Increased
138
Reduced
134
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$2M +$89.6K +813 +6%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.97M +$622K +5,646 +61%
DFCM
128
Dark Forest Capital Management
Puerto Rico
$1.89M +$503K +4,570 +47%
GAM
129
Gotham Asset Management
New York
$1.88M +$1.28M +11,615 +445%
YCM
130
Yousif Capital Management
Michigan
$1.87M +$14K +127 +0.9%
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
$1.86M +$1.23M +11,181 +396%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$1.85M +$483K +4,386 +46%
QT
133
Quantbot Technologies
New York
$1.81M +$777K +7,055 +107%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.79M +$282K +2,564 +23%
Nomura Holdings
135
Nomura Holdings
Japan
$1.74M +$1.45M +13,132 New
Victory Capital Management
136
Victory Capital Management
Texas
$1.72M -$5.62M -51,004 -80%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.7M -$193K -1,750 -12%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.65M +$258K +2,338 +23%
Amundi
139
Amundi
France
$1.64M -$1.31M -11,891 -50%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$1.63M +$61.7K +560 +5%
QEI
141
QSV Equity Investors
Illinois
$1.61M -$302K -2,746 -18%
Universal-Beteiligungs- und Servicegesellschaft
142
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.52M +$968K +8,790 +327%
VWA
143
Visionary Wealth Advisors
Illinois
$1.52M
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M -$90.9K -825 -7%
ET
145
Entropy Technologies
New York
$1.49M +$1.24M +11,254 New
NIM
146
NEOS Investment Management
Connecticut
$1.49M +$1.24M +11,250 New
GAA
147
Green Alpha Advisors
Colorado
$1.48M -$28.4K -258 -2%
MSRPS
148
Maryland State Retirement & Pension System
Maryland
$1.47M +$7.93K +72 +0.7%
ASRS
149
Arizona State Retirement System
Arizona
$1.46M +$22.6K +205 +2%
AB
150
Amalgamated Bank
New York
$1.42M -$771 -7 -0.1%

AEIS Hedge Fund Activity: Q2 2025 in Review

371 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q2 2025, worth a combined $5.28B — up 38% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AEIS positions and 38 closed out — a net gain of 21 holders — while 138 added to existing stakes and 134 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $25.5M. The largest seller was Ameriprise, cutting an estimated $35.8M.

  • 371 institutional investors held Advanced Energy (AEIS) as of Q2 2025, up from 355 in Q1 2025.
  • Funds reported $5.28B of Advanced Energy stock for Q2 2025, up 38% quarter-over-quarter.
  • 59 funds opened new Advanced Energy positions in Q2 2025 and 38 closed out, a net change of +21 holders.
  • The largest Advanced Energy buyer in Q2 2025 was Franklin Resources, an estimated $25.5M added.
  • The largest Advanced Energy seller in Q2 2025 was Ameriprise, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2025.