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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$1.84M +$18.4K +122 +1%
CI
152
Cambiar Investors
Colorado
$1.83M -$937K -6,220 -37%
AAM
153
Azzad Asset Management
Virginia
$1.82M +$6.78K +45 +0.4%
ZIM
154
Zacks Investment Management
Illinois
$1.82M +$1.61M +10,712 New
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M -$106K -701 -6%
GAA
156
Green Alpha Advisors
Colorado
$1.78M -$101K -671 -6%
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.78M +$296K +1,966 +23%
QCM
158
Quantinno Capital Management
New York
$1.77M +$254K +1,684 +19%
GF
159
Gabelli Funds
New York
$1.73M -$1.05M -7,000 -41%
Victory Capital Management
160
Victory Capital Management
Texas
$1.7M -$452K -3,002 -23%
HF
161
HRT Financial
New York
$1.68M +$1.49M +9,884 New
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M -$11.7K -78 -0.8%
Mariner
163
Mariner
Kansas
$1.63M +$75.7K +503 +6%
HCA
164
Harbor Capital Advisors
Illinois
$1.62M +$134K +892 +10%
P
165
&Partners
Tennessee
$1.61M -$94.7K -629 -6%
BA
166
Bridgewater Associates
Connecticut
$1.61M +$1.43M +9,473 New
QEI
167
QSV Equity Investors
Illinois
$1.61M -$410K -2,724 -22%
AI
168
Atria Investments
North Carolina
$1.54M -$38.2K -254 -3%
NAM
169
NorthCrest Asset Manangement
Minnesota
$1.53M +$445K +2,952 +50%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.46M +$112K +744 +10%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$15.1K -100 -1%
US Bancorp
172
US Bancorp
Minnesota
$1.4M +$11.4K +76 +0.9%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$1.39M +$1.23M +8,180 New
NP
174
NorthRock Partners
Minnesota
$1.36M -$106K -705 -8%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$1.34M -$91.4K -607 -7%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.