AEIS icon

Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
176
Verition Fund Management
Connecticut
$598K +$69.9K +733 +13%
VPIM
177
Vanguard Personalized Indexing Management
California
$594K +$165K +1,735 +39%
Connor, Clark & Lunn Investment Management (CC&L)
178
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$585K +$585K +6,135 New
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$570K +$36.1K +379 +7%
BBVA
180
Banco Bilbao Vizcaya Argentaria
Spain
$568K -$62.6K -654 -10%
Lazard Asset Management
181
Lazard Asset Management
New York
$557K +$556K +5,844 +73,050%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$545K +$28.8K +302 +6%
QCM
183
QRG Capital Management
Illinois
$536K +$33.8K +355 +7%
Squarepoint
184
Squarepoint
New York
$532K -$2.01M -21,052 -79%
OPS
185
Orion Portfolio Solutions
Nebraska
$522K +$6.29K +66 +1%
BCI
186
Brinker Capital Investments
Pennsylvania
$522K +$6.29K +66 +1%
JFG
187
Jefferies Financial Group
New York
$522K +$522K +5,478 New
KCM
188
Kennedy Capital Management
Missouri
$496K +$496K +5,204 New
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$493K +$15.3K +160 +3%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$486K -$158K -1,654 -24%
HighTower Advisors
191
HighTower Advisors
Illinois
$486K -$953 -10 -0.2%
AQR Capital Management
192
AQR Capital Management
Connecticut
$468K +$468K +4,910 New
US Bancorp
193
US Bancorp
Minnesota
$463K +$12.8K +134 +3%
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
$456K
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$451K +$451K +4,736 New
RR
196
Robotti Robert
$450K
BF
197
BOK Financial
Oklahoma
$448K
COI
198
Connable Office Inc
Michigan
$443K
TCA
199
Transcend Capital Advisors
New Jersey
$442K -$810K -8,500 -65%
EI
200
Ethic Inc
New York
$438K +$92.9K +976 +27%