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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

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

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$2M
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.97M
DFCM
128
Dark Forest Capital Management
Puerto Rico
$1.89M
GAM
129
Gotham Asset Management
New York
$1.88M
YCM
130
Yousif Capital Management
Michigan
$1.87M
Fuller & Thaler Asset Management
131
Fuller & Thaler Asset Management
California
$1.86M
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$1.85M
QT
133
Quantbot Technologies
New York
$1.81M
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.79M
Nomura Holdings
135
Nomura Holdings
Japan
$1.74M
Victory Capital Management
136
Victory Capital Management
Texas
$1.72M
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.7M
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.65M
Amundi
139
Amundi
France
$1.64M
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$1.63M
QEI
141
QSV Equity Investors
Illinois
$1.61M
TPSF
142
Texas Permanent School Fund
Texas
$1.61M
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.52M
VWA
144
Visionary Wealth Advisors
Illinois
$1.52M
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M
ET
146
Entropy Technologies
New York
$1.49M
NIM
147
NEOS Investment Management
Connecticut
$1.49M
GAA
148
Green Alpha Advisors
Colorado
$1.48M
MSRPS
149
Maryland State Retirement & Pension System
Maryland
$1.47M
ASRS
150
Arizona State Retirement System
Arizona
$1.46M