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Advanced Energy

368 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, 134 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.49% more ownership

Funds ownership: 105.37%105.86% (+0.49%)

67% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $30.5M

Holders
368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$30.5M
Net Calls
Net Calls Change

Top Buyers

1 +$30.7M
2 +$29.8M
3 +$21.4M
4
Invesco
Invesco
Georgia
+$18.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$17.9M

Top Sellers

1 -$43.1M
2 -$31.5M
3 -$21.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17.2M
5
BlackRock
BlackRock
New York
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Vident Advisory
Georgia
$640K
BC
202
Burney Company
Virginia
$637K
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$634K
Truist Financial
204
Truist Financial
North Carolina
$617K
COI
205
Connable Office Inc
Michigan
$616K
CWM
206
CIBC World Markets
New York
$616K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$607K
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$604K
HighTower Advisors
209
HighTower Advisors
Illinois
$598K
GCM
210
Graham Capital Management
Connecticut
$596K
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$590K
SPS
212
Susquehanna Portfolio Strategies
Pennsylvania
$586K
Russell Investments Group
213
Russell Investments Group
United Kingdom
$572K
BC
214
Bridgefront Capital
Texas
$569K
SFI
215
Susquehanna Fundamental Investments
Pennsylvania
$558K
BCM
216
Bayesian Capital Management
New York
$557K
TRCT
217
Tower Research Capital (TRC)
New York
$556K
P
218
Pitcairn
Pennsylvania
$548K
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$539K
CL
220
Choreo LLC
Illinois
$537K
VF
221
Virtu Financial
New York
$532K
American Century Companies
222
American Century Companies
Missouri
$522K
AIP
223
Ameritas Investment Partners
Nebraska
$505K
VRS
224
Virginia Retirement Systems
Virginia
$492K
SO
225
STRS Ohio
Ohio
$477K