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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
151
Azzad Asset Management
Virginia
$1.41M +$339K +2,561 +32%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$1.38M – – –
Verition Fund Management
153
Verition Fund Management
Connecticut
$1.37M +$536K +4,042 +64%
AAF
154
Andra AP-fonden
Sweden
$1.33M -$148K -1,117 -10%
SF
155
Synovus Financial
Georgia
$1.33M +$14.4K +109 +1%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$1.31M +$1.31M +9,855 New
Man Group
157
Man Group
United Kingdom
$1.29M +$403K +3,039 +45%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M +$86.5K +653 +7%
OQS
159
Occudo Quantitative Strategies
Florida
$1.26M +$2.39K +18 +0.2%
P
160
&Partners
Tennessee
$1.24M +$300K +2,442 +32%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.24M -$8.88K -67 -0.7%
AI
162
Atria Investments
North Carolina
$1.23M -$94.2K -711 -7%
ECM
163
ExodusPoint Capital Management
New York
$1.21M +$1.21M +9,144 New
Mariner
164
Mariner
Kansas
$1.2M +$364K +2,751 +44%
BCI
165
Brinker Capital Investments
Pennsylvania
$1.18M +$451K +3,406 +62%
M&T Bank
166
M&T Bank
New York
$1.17M +$128K +964 +12%
GIM
167
Glenmede Investment Management
Pennsylvania
$1.17M +$1.17M +8,802 New
QCM
168
Quantinno Capital Management
New York
$1.16M +$229K +1,727 +25%
NP
169
NorthRock Partners
Minnesota
$1.15M +$237K +1,789 +26%
HCA
170
Harbor Capital Advisors
Illinois
$1.15M +$39.9K +301 +4%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.14M – – –
PFSRSONJ
172
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.12M +$36.8K +278 +3%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$1.12M +$444K +3,352 +66%
TE
174
Tema ETFs
New York
$1.12M +$1.12M +8,453 New
ProShare Advisors
175
ProShare Advisors
Maryland
$1.12M -$53.1K -401 -5%
5 6
7
8 9