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Advanced Energy
AEIS

Overview Fund Activity

367 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, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.08M +$435K +3,285 +68%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.04M +$90.2K +681 +10%
KK
178
KLP Kapitalforvaltning
Norway
$1.03M +$53K +400 +5%
MML Investors Services
179
MML Investors Services
Massachusetts
$1.02M +$162K +1,221 +19%
SSWM
180
Sheets Smith Wealth Management
North Carolina
$998K +$17K +128 +2%
Stifel Financial
181
Stifel Financial
Missouri
$982K -$77.8K -587 -7%
EGM
182
Engineers Gate Manager
New York
$948K -$3.25M -24,504 -77%
VPIM
183
Vanguard Personalized Indexing Management
California
$903K +$78K +589 +9%
Corient Private Wealth
184
Corient Private Wealth
Florida
$860K -$20.8K -157 -2%
PWS
185
Peterson Wealth Services
Utah
$860K -$265 -2 -0%
ACM
186
Aquatic Capital Management
Illinois
$816K +$816K +6,162 New
NAM
187
NorthCrest Asset Manangement
Minnesota
$813K -$480K -3,472 -37%
Vontobel Holding
188
Vontobel Holding
Switzerland
$808K -$36.4K -275 -4%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$789K -$2.52K -19 -0.3%
Lazard Asset Management
190
Lazard Asset Management
New York
$781K +$6.09K +46 +0.8%
CIM
191
CIM Investment Management
Pennsylvania
$739K +$371K +2,994 +101%
EI
192
Ethic Inc
New York
$733K +$125K +942 +20%
BBVA
193
Banco Bilbao Vizcaya Argentaria
Spain
$727K -$60.5K -456 -8%
FT
194
Fiduciary Trust
Massachusetts
$682K +$139K +1,047 +26%
Canada Pension Plan Investment Board
195
Canada Pension Plan Investment Board
Ontario, Canada
$676K +$133K +1,000 +24%
QCM
196
QRG Capital Management
Illinois
$661K -$83.6K -631 -11%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$659K -$25.4K -192 -4%
FCBT
198
First Citizens Bank & Trust
North Carolina
$658K +$658K +4,967 New
PAS
199
Park Avenue Securities
New York
$652K +$111K +838 +21%
VA
200
Vident Advisory
Georgia
$640K +$304K +2,296 +91%
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