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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$859K +$92.6K +972 +12%
ProShare Advisors
152
ProShare Advisors
Maryland
$841K -$235K -2,466 -22%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$821K -$28.3K -297 -3%
HCA
154
Harbor Capital Advisors
Illinois
$795K +$795K +8,338 New
CWM
155
CIBC World Markets
New York
$792K +$458K +4,803 +137%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$781K +$21.9K +230 +3%
AAM
157
Azzad Asset Management
Virginia
$773K +$29.6K +311 +4%
Stifel Financial
158
Stifel Financial
Missouri
$762K -$290K -3,041 -28%
M&T Bank
159
M&T Bank
New York
$749K -$1.69M -17,708 -69%
P
160
&Partners
Tennessee
$727K +$77.3K +815 +12%
GCP
161
GSA Capital Partners
United Kingdom
$725K +$218K +2,288 +43%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$706K +$26.3K +276 +4%
KK
163
KLP Kapitalforvaltning
Norway
$705K
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$693K -$8.58K -90 -1%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$681K +$29.1K +305 +4%
QCM
166
Quantinno Capital Management
New York
$668K +$358K +3,756 +115%
NP
167
NorthRock Partners
Minnesota
$657K -$181K -1,900 -22%
FRM
168
Fox Run Management
Connecticut
$644K +$644K +6,757 New
Man Group
169
Man Group
United Kingdom
$639K +$639K +6,703 New
Corient Private Wealth
170
Corient Private Wealth
Florida
$634K -$20.4K -214 -3%
QT
171
Quantbot Technologies
New York
$630K +$630K +6,608 New
MML Investors Services
172
MML Investors Services
Massachusetts
$620K +$43K +451 +7%
PWS
173
Peterson Wealth Services
Utah
$619K -$202K -2,123 -25%
Vontobel Holding
174
Vontobel Holding
Switzerland
$607K +$74.3K +780 +14%
Mariner
175
Mariner
Kansas
$602K +$108K +1,131 +22%