AEIS icon

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
ZIM
151
Zacks Investment Management
Illinois
$5.44M
VAM
152
VMS Asset Management
$5.42M
P
153
&Partners
Tennessee
$5.42M
NA
154
Navellier & Associates
Nevada
$5.41M
EAM
155
Erste Asset Management
Austria
$5.3M
VGA
156
Vanguard Global Advisers
Pennsylvania
$5.29M
AB
157
Amalgamated Bank
New York
$5.27M
HighTower Advisors
158
HighTower Advisors
Illinois
$5.21M
MGP
159
M&G plc
United Kingdom
$4.99M
AI
160
Atom Investors
Texas
$4.9M
4A
161
4D Advisors
California
$4.84M
SPS
162
Susquehanna Portfolio Strategies
Pennsylvania
$4.82M
MYAM
163
Meiji Yasuda Asset Management
Japan
$4.79M
QCM
164
Quantinno Capital Management
New York
$4.77M
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$4.74M
Man Group
166
Man Group
United Kingdom
$4.54M
CPC
167
Cookson Peirce & Co
Pennsylvania
$4.54M
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$4.42M
State of New Jersey Common Pension Fund D
169
State of New Jersey Common Pension Fund D
New Jersey
$4.34M
STP
170
Science & Technology Partners
New York
$4.18M
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$4.06M
SC
172
SummitTX Capital
Texas
$4.03M
American Century Companies
173
American Century Companies
Missouri
$4.03M
BMSSC
174
B. Metzler seel. Sohn & Co
Germany
$4.02M
MAP
175
Moody Aldrich Partners
Massachusetts
$3.93M