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Advanced Energy

574 hedge funds and large institutions have $13.1B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 164 increasing their positions, 201 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.73% less ownership

Funds ownership: 108.9%108.17% (-0.73%)

11% less call options, than puts

Call options by funds: $226M | Put options by funds: $253M

18% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 201

Holders
574
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$226M
Puts
$253M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
201
Union Bancaire Privee
Switzerland
$2.97M
IIM
202
INTECH Investment Management
Florida
$2.95M
CL
203
CVFG LLC
Indiana
$2.95M
SOMRS
204
State of Michigan Retirement System
Michigan
$2.94M
NAM
205
NorthCrest Asset Manangement
Minnesota
$2.93M
Corient Private Wealth
206
Corient Private Wealth
Florida
$2.84M
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$2.74M
MFG
208
Merit Financial Group
Georgia
$2.74M
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$2.73M
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$2.72M
KK
211
KLP Kapitalforvaltning
Norway
$2.68M
NMERB
212
New Mexico Educational Retirement Board
New Mexico
$2.61M
OA
213
Oak Associates
Ohio
$2.61M
AI
214
Atria Investments
North Carolina
$2.58M
DCM
215
Dean Capital Management
Kansas
$2.53M
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$2.51M
GAM
217
Gotham Asset Management
New York
$2.47M
Truist Financial
218
Truist Financial
North Carolina
$2.41M
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
$2.3M
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$2.29M
WAM
221
Wolverine Asset Management
Illinois
$2.28M
GF
222
Gabelli Funds
New York
$2.26M
ProShare Advisors
223
ProShare Advisors
Maryland
$2.25M
XT
224
XTX Topco
Cayman Islands
$2.22M
VAS
225
Vestmark Advisory Solutions
Massachusetts
$2.22M