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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
KK
176
KLP Kapitalforvaltning
Norway
$1.33M
M&T Bank
177
M&T Bank
New York
$1.31M
SSWM
178
Sheets Smith Wealth Management
North Carolina
$1.3M
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$1.28M
SF
180
Synovus Financial
Georgia
$1.28M
American Century Companies
181
American Century Companies
Missouri
$1.26M
VPIM
182
Vanguard Personalized Indexing Management
California
$1.25M
MML Investors Services
183
MML Investors Services
Massachusetts
$1.22M
ProShare Advisors
184
ProShare Advisors
Maryland
$1.21M
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$1.2M
Corient Private Wealth
186
Corient Private Wealth
Florida
$1.15M
BHCM
187
Brevan Howard Capital Management
Jersey
$1.13M
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$1.11M
GIM
189
Glenmede Investment Management
Pennsylvania
$1.11M
PWS
190
Peterson Wealth Services
Utah
$1.11M
SG Americas Securities
191
SG Americas Securities
New York
$1.1M
Lazard Asset Management
192
Lazard Asset Management
New York
$1.09M
VRS
193
Virginia Retirement Systems
Virginia
$1.07M
FRM
194
Fox Run Management
Connecticut
$1.06M
PAS
195
Park Avenue Securities
New York
$1.05M
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1.01M
FT
197
Fiduciary Trust
Massachusetts
$974K
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$970K
MSRPS
199
Maryland State Retirement & Pension System
Maryland
$921K
FNBOO
200
First National Bank of Omaha
Nebraska
$916K