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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
176
Verition Fund Management
Connecticut
$598K +$83.7K +733 +13%
VPIM
177
Vanguard Personalized Indexing Management
California
$594K +$198K +1,735 +39%
Connor, Clark & Lunn Investment Management (CC&L)
178
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$585K +$701K +6,135 New
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$570K +$43.3K +379 +7%
BBVA
180
Banco Bilbao Vizcaya Argentaria
Spain
$568K -$74.7K -654 -10%
Lazard Asset Management
181
Lazard Asset Management
New York
$557K +$668K +5,844 +73,050%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$545K +$34.5K +302 +6%
QCM
183
QRG Capital Management
Illinois
$536K +$40.6K +355 +7%
Squarepoint
184
Squarepoint
New York
$532K -$2.41M -21,052 -79%
BCI
185
Brinker Capital Investments
Pennsylvania
$522K +$7.54K +66 +1%
OPS
186
Orion Portfolio Solutions
Nebraska
$522K +$7.54K +66 +1%
JFG
187
Jefferies Financial Group
New York
$522K +$626K +5,478 New
KCM
188
Kennedy Capital Management
Missouri
$496K +$595K +5,204 New
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$493K +$18.3K +160 +3%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$486K -$189K -1,654 -24%
HighTower Advisors
191
HighTower Advisors
Illinois
$486K -$1.14K -10 -0.2%
FNBOO
192
First National Bank of Omaha
Nebraska
$479K +$1.37K +12 +0.2%
AQR Capital Management
193
AQR Capital Management
Connecticut
$468K +$561K +4,910 New
US Bancorp
194
US Bancorp
Minnesota
$463K +$15.3K +134 +3%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$456K
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$451K +$541K +4,736 New
RR
197
Robotti Robert
$450K
BF
198
BOK Financial
Oklahoma
$448K
COI
199
Connable Office Inc
Michigan
$443K
TCA
200
Transcend Capital Advisors
New Jersey
$442K -$971K -8,500 -65%

AEIS Hedge Fund Activity: Q1 2025 in Review

355 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2025, worth a combined $3.83B — down 19% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AEIS positions and 25 closed out — a net gain of 38 holders — while 126 added to existing stakes and 117 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $58M.

  • 355 institutional investors held Advanced Energy (AEIS) as of Q1 2025, up from 319 in Q4 2024.
  • Funds reported $3.83B of Advanced Energy stock for Q1 2025, down 19% quarter-over-quarter.
  • 63 funds opened new Advanced Energy positions in Q1 2025 and 25 closed out, a net change of +38 holders.
  • The largest Advanced Energy buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
  • The largest Advanced Energy seller in Q1 2025 was Fidelity Investments, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2025.