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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
AB
151
Amalgamated Bank
New York
$1.42M
AAM
152
Azzad Asset Management
Virginia
$1.41M
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$1.38M
Verition Fund Management
154
Verition Fund Management
Connecticut
$1.37M
AAF
155
Andra AP-fonden
Sweden
$1.33M
SF
156
Synovus Financial
Georgia
$1.33M
Balyasny Asset Management
157
Balyasny Asset Management
Illinois
$1.31M
Man Group
158
Man Group
United Kingdom
$1.29M
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.28M
OQS
160
Occudo Quantitative Strategies
Florida
$1.26M
P
161
&Partners
Tennessee
$1.24M
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.24M
AI
163
Atria Investments
North Carolina
$1.23M
ECM
164
ExodusPoint Capital Management
New York
$1.21M
Mariner
165
Mariner
Kansas
$1.2M
BCI
166
Brinker Capital Investments
Pennsylvania
$1.18M
M&T Bank
167
M&T Bank
New York
$1.17M
GIM
168
Glenmede Investment Management
Pennsylvania
$1.17M
QCM
169
Quantinno Capital Management
New York
$1.16M
NP
170
NorthRock Partners
Minnesota
$1.15M
HCA
171
Harbor Capital Advisors
Illinois
$1.15M
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$1.14M
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.12M
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$1.12M
TE
175
Tema ETFs
New York
$1.12M