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Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
3
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
4
Invesco
Georgia
$43.3M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Burney Company
Virginia
$637K +$637K +4,810 New
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$634K – – –
Truist Financial
203
Truist Financial
North Carolina
$617K +$617K +4,656 New
COI
204
Connable Office Inc
Michigan
$616K – – –
CWM
205
CIBC World Markets
New York
$616K -$485K -3,657 -44%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$607K -$357K -2,696 -37%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$604K -$154K -1,162 -20%
HighTower Advisors
208
HighTower Advisors
Illinois
$598K -$77.8K -587 -12%
GCM
209
Graham Capital Management
Connecticut
$596K +$596K +4,499 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$590K – – –
SPS
211
Susquehanna Portfolio Strategies
Pennsylvania
$586K +$586K +4,419 New
Russell Investments Group
212
Russell Investments Group
United Kingdom
$572K +$513K +3,869 +867%
BC
213
Bridgefront Capital
Texas
$569K +$569K +4,291 New
SFI
214
Susquehanna Fundamental Investments
Pennsylvania
$558K -$1.74M -13,157 -76%
BCM
215
Bayesian Capital Management
New York
$557K +$557K +4,200 New
TRCT
216
Tower Research Capital (TRC)
New York
$556K +$511K +3,855 +1,127%
P
217
Pitcairn
Pennsylvania
$548K -$18.7K -141 -3%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$539K +$55.3K +400 +11%
CL
219
Choreo LLC
Illinois
$537K +$537K +4,054 New
VF
220
Virtu Financial
New York
$532K +$532K +4,017 New
American Century Companies
221
American Century Companies
Missouri
$522K +$105K +796 +25%
AIP
222
Ameritas Investment Partners
Nebraska
$505K – – –
VRS
223
Virginia Retirement Systems
Virginia
$492K -$26.5K -200 -5%
SO
224
STRS Ohio
Ohio
$477K +$133K +1,000 +38%
State of Wisconsin Investment Board
225
State of Wisconsin Investment Board
Wisconsin
$475K -$48.8K -368 -9%
7 8
9
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