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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$1.84M
CI
152
Cambiar Investors
Colorado
$1.83M
AAM
153
Azzad Asset Management
Virginia
$1.82M
ZIM
154
Zacks Investment Management
Illinois
$1.82M
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$1.81M
GAA
156
Green Alpha Advisors
Colorado
$1.78M
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.78M
QCM
158
Quantinno Capital Management
New York
$1.77M
GF
159
Gabelli Funds
New York
$1.73M
Victory Capital Management
160
Victory Capital Management
Texas
$1.7M
HF
161
HRT Financial
New York
$1.68M
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M
Mariner
163
Mariner
Kansas
$1.63M
HCA
164
Harbor Capital Advisors
Illinois
$1.62M
P
165
&Partners
Tennessee
$1.61M
BA
166
Bridgewater Associates
Connecticut
$1.61M
QEI
167
QSV Equity Investors
Illinois
$1.61M
AI
168
Atria Investments
North Carolina
$1.54M
NAM
169
NorthCrest Asset Manangement
Minnesota
$1.53M
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.46M
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.45M
US Bancorp
172
US Bancorp
Minnesota
$1.4M
TD Asset Management
173
TD Asset Management
Ontario, Canada
$1.39M
NP
174
NorthRock Partners
Minnesota
$1.36M
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$1.34M