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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
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 -$172K -1,141 -13%
SSWM
178
Sheets Smith Wealth Management
North Carolina
$1.3M +$16.1K +107 +1%
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$1.28M -$798K -5,300 -41%
SF
180
Synovus Financial
Georgia
$1.28M -$375K -2,490 -25%
American Century Companies
181
American Century Companies
Missouri
$1.26M +$518K +3,442 +87%
VPIM
182
Vanguard Personalized Indexing Management
California
$1.25M +$77.7K +516 +8%
MML Investors Services
183
MML Investors Services
Massachusetts
$1.22M -$79.1K -525 -7%
ProShare Advisors
184
ProShare Advisors
Maryland
$1.21M -$198K -1,314 -16%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$1.2M +$2.67M +17,736 New
Corient Private Wealth
186
Corient Private Wealth
Florida
$1.15M +$39.1K +260 +4%
BHCM
187
Brevan Howard Capital Management
Jersey
$1.13M +$1M +6,670 New
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$1.11M -$5.59M -37,123 -85%
GIM
189
Glenmede Investment Management
Pennsylvania
$1.11M -$342K -2,273 -26%
PWS
190
Peterson Wealth Services
Utah
$1.11M -$412K -2,739 -42%
SG Americas Securities
191
SG Americas Securities
New York
$1.1M +$973K +6,460 New
Lazard Asset Management
192
Lazard Asset Management
New York
$1.09M +$76.2K +506 +9%
VRS
193
Virginia Retirement Systems
Virginia
$1.07M +$391K +2,600 +70%
FRM
194
Fox Run Management
Connecticut
$1.06M +$939K +6,237 New
PAS
195
Park Avenue Securities
New York
$1.05M +$189K +1,254 +25%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1.01M +$205K +1,359 +30%
FT
197
Fiduciary Trust
Massachusetts
$974K +$86.6K +575 +11%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$970K -$38.2K -254 -4%
MSRPS
199
Maryland State Retirement & Pension System
Maryland
$921K -$851K -5,653 -51%
FNBOO
200
First National Bank of Omaha
Nebraska
$916K +$16.9K +112 +2%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.