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Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$1.88M +$260K +1,280 +17%
IQI
177
Integrated Quantitative Investments
Washington
$1.87M +$1.82M +8,944 New
VRS
178
Virginia Retirement Systems
Virginia
$1.86M +$519K +2,550 +40%
American Century Companies
179
American Century Companies
Missouri
$1.85M +$298K +1,464 +20%
AI
180
Atria Investments
North Carolina
$1.85M -$39.3K -193 -2%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$1.8M +$20.4K +100 +1%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$1.79M +$147K +723 +9%
PFPG
183
Pinnacle Financial Partners (Georgia)
Georgia
$1.79M +$1.74M +8,563 New
MFG
184
Merit Financial Group
Georgia
$1.79M +$1.74M +8,542 New
Marshall Wace
185
Marshall Wace
United Kingdom
$1.79M +$758K +3,726 +77%
KK
186
KLP Kapitalforvaltning
Norway
$1.78M +$142K +700 +9%
FCM
187
Fieldview Capital Management
Michigan
$1.76M +$1.71M +8,396 New
TD Asset Management
188
TD Asset Management
Ontario, Canada
$1.74M +$30.1K +148 +2%
Victory Capital Management
189
Victory Capital Management
Texas
$1.71M -$370K -1,816 -18%
Truist Financial
190
Truist Financial
North Carolina
$1.71M -$3.79M -18,631 -70%
Jennison Associates
191
Jennison Associates
New York
$1.66M +$1.62M +7,952 New
MML Investors Services
192
MML Investors Services
Massachusetts
$1.62M +$106K +520 +7%
JFG
193
Jefferies Financial Group
New York
$1.6M +$1.56M +7,650 New
VPIM
194
Vanguard Personalized Indexing Management
California
$1.59M +$57K +280 +4%
ProShare Advisors
195
ProShare Advisors
Maryland
$1.54M +$46.4K +228 +3%
Tudor Investment Corp
196
Tudor Investment Corp
Connecticut
$1.52M -$1.65M -8,111 -53%
NP
197
NorthRock Partners
Minnesota
$1.49M -$173K -848 -11%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.48M +$238K +1,171 +20%
GF
199
Gabelli Funds
New York
$1.47M -$641K -3,151 -31%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$1.45M -$334K -1,640 -19%