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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more funds holding

Funds holding: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$25.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
176
Virginia Retirement Systems
Virginia
$1.86M
American Century Companies
177
American Century Companies
Missouri
$1.85M
AI
178
Atria Investments
North Carolina
$1.85M
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.8M
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.79M
PFPG
181
Pinnacle Financial Partners (Georgia)
Georgia
$1.79M
MFG
182
Merit Financial Group
Georgia
$1.79M
Marshall Wace
183
Marshall Wace
United Kingdom
$1.79M
KK
184
KLP Kapitalforvaltning
Norway
$1.78M
FCM
185
Fieldview Capital Management
Michigan
$1.76M
TD Asset Management
186
TD Asset Management
Ontario, Canada
$1.74M
Victory Capital Management
187
Victory Capital Management
Texas
$1.71M
Truist Financial
188
Truist Financial
North Carolina
$1.71M
Jennison Associates
189
Jennison Associates
New York
$1.66M
MML Investors Services
190
MML Investors Services
Massachusetts
$1.62M
JFG
191
Jefferies Financial Group
New York
$1.6M
VPIM
192
Vanguard Personalized Indexing Management
California
$1.59M
ProShare Advisors
193
ProShare Advisors
Maryland
$1.54M
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
$1.52M
NP
195
NorthRock Partners
Minnesota
$1.49M
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1.48M
GF
197
Gabelli Funds
New York
$1.47M
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.45M
DTL
199
Dynamic Technology Lab
Singapore
$1.44M
SG Americas Securities
200
SG Americas Securities
New York
$1.43M