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Advanced Energy

459 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 158 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: 399459 (+60)

2.58% more ownership

Funds ownership: 106.31%108.89% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 157

Holders
459
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
M&T Bank
176
M&T Bank
New York
$1.88M
IQI
177
Integrated Quantitative Investments
Washington
$1.87M
VRS
178
Virginia Retirement Systems
Virginia
$1.86M
American Century Companies
179
American Century Companies
Missouri
$1.85M
AI
180
Atria Investments
North Carolina
$1.85M
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$1.8M
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$1.79M
PFPG
183
Pinnacle Financial Partners (Georgia)
Georgia
$1.79M
MFG
184
Merit Financial Group
Georgia
$1.79M
Marshall Wace
185
Marshall Wace
United Kingdom
$1.79M
KK
186
KLP Kapitalforvaltning
Norway
$1.78M
FCM
187
Fieldview Capital Management
Michigan
$1.76M
TD Asset Management
188
TD Asset Management
Ontario, Canada
$1.74M
Victory Capital Management
189
Victory Capital Management
Texas
$1.71M
Truist Financial
190
Truist Financial
North Carolina
$1.71M
Jennison Associates
191
Jennison Associates
New York
$1.66M
MML Investors Services
192
MML Investors Services
Massachusetts
$1.62M
JFG
193
Jefferies Financial Group
New York
$1.6M
VPIM
194
Vanguard Personalized Indexing Management
California
$1.59M
ProShare Advisors
195
ProShare Advisors
Maryland
$1.54M
Tudor Investment Corp
196
Tudor Investment Corp
Connecticut
$1.52M
NP
197
NorthRock Partners
Minnesota
$1.49M
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.48M
GF
199
Gabelli Funds
New York
$1.47M
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$1.45M