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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
176
ProShare Advisors
Maryland
$1.12M
US Bancorp
177
US Bancorp
Minnesota
$1.08M
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$1.04M
KK
179
KLP Kapitalforvaltning
Norway
$1.03M
MML Investors Services
180
MML Investors Services
Massachusetts
$1.02M
SSWM
181
Sheets Smith Wealth Management
North Carolina
$998K
Stifel Financial
182
Stifel Financial
Missouri
$982K
EGM
183
Engineers Gate Manager
New York
$948K
VPIM
184
Vanguard Personalized Indexing Management
California
$903K
Corient Private Wealth
185
Corient Private Wealth
Florida
$860K
PWS
186
Peterson Wealth Services
Utah
$860K
ACM
187
Aquatic Capital Management
Illinois
$816K
NAM
188
NorthCrest Asset Manangement
Minnesota
$813K
Vontobel Holding
189
Vontobel Holding
Switzerland
$808K
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$789K
Lazard Asset Management
191
Lazard Asset Management
New York
$781K
CIM
192
CIM Investment Management
Pennsylvania
$739K
EI
193
Ethic Inc
New York
$733K
BBVA
194
Banco Bilbao Vizcaya Argentaria
Spain
$727K
FT
195
Fiduciary Trust
Massachusetts
$682K
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
$676K
QCM
197
QRG Capital Management
Illinois
$661K
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$659K
FCBT
199
First Citizens Bank & Trust
North Carolina
$658K
PAS
200
Park Avenue Securities
New York
$652K