We are live on ! Find out more
AEIS icon

Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.72M +$69.6K +342 +3%
HCA
152
Harbor Capital Advisors
Illinois
$2.65M +$635K +3,120 +33%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$2.62M +$156K +766 +7%
BMSSC
154
B. Metzler seel. Sohn & Co
Germany
$2.61M +$2.53M +12,451 New
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$2.6M
IIM
156
INTECH Investment Management
Florida
$2.58M
YCM
157
Yousif Capital Management
Michigan
$2.56M -$315K -1,546 -13%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$2.53M +$295K +1,448 +14%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$2.46M
VWA
160
Visionary Wealth Advisors
Illinois
$2.41M +$4.27K +21 +0.2%
Amundi
161
Amundi
France
$2.37M -$230K -1,131 -9%
QCM
162
Quantinno Capital Management
New York
$2.33M +$148K +727 +7%
TI
163
Tidal Investments
Wisconsin
$2.31M +$1.5M +7,379 +202%
AB
164
Amalgamated Bank
New York
$2.3M +$26.5K +130 +1%
AAM
165
Azzad Asset Management
Virginia
$2.28M +$37K +182 +2%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$2.21M -$177K -871 -8%
ASRS
167
Arizona State Retirement System
Arizona
$2.19M -$137K -674 -6%
GAM
168
Gotham Asset Management
New York
$2.17M -$176K -866 -8%
GAA
169
Green Alpha Advisors
Colorado
$2.16M -$31.3K -154 -1%
PFSRSONJ
170
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.13M -$54.5K -268 -3%
WAM
171
Weiss Asset Management
Massachusetts
$2.13M +$2.07M +10,168 New
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$2.05M -$977K -4,803 -33%
NAM
173
NorthCrest Asset Manangement
Minnesota
$2.01M -$1.02K -5 -0.1%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M -$50.1K -246 -3%
CNAM
175
Campbell Newman Asset Management
Wisconsin
$1.95M +$1.9M +9,334 New