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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, 157 increasing their positions, 158 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)

2.56% more ownership

Funds ownership: 106.31%108.87% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 158

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
SG Americas Securities
201
SG Americas Securities
New York
$1.43M
Corient Private Wealth
202
Corient Private Wealth
Florida
$1.41M
SSWM
203
Sheets Smith Wealth Management
North Carolina
$1.37M
PWS
204
Peterson Wealth Services
Utah
$1.34M
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$1.25M
Mariner
206
Mariner
Kansas
$1.24M
QCM
207
QRG Capital Management
Illinois
$1.21M
HCM
208
Hollencrest Capital Management
California
$1.16M
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$1.16M
WAM
210
Wolverine Asset Management
Illinois
$1.11M
IA
211
IAM Advisory
Pennsylvania
$1.07M
VF
212
Virtu Financial
New York
$1.07M
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$1.06M
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$1.04M
VAS
215
Vestmark Advisory Solutions
Massachusetts
$1.03M
MYIA
216
Mount Yale Investment Advisors
Colorado
$1.03M
EI
217
Ethic Inc
New York
$1.03M
US Bancorp
218
US Bancorp
Minnesota
$1.02M
FCBT
219
First Citizens Bank & Trust
North Carolina
$1.02M
BA
220
Bridgewater Associates
Connecticut
$1.02M
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
$1M
FT
222
Fiduciary Trust
Massachusetts
$1M
FNBOO
223
First National Bank of Omaha
Nebraska
$966K
GT
224
Glenmede Trust
Pennsylvania
$936K
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$932K