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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Vident Advisory
Georgia
$896K +$65.5K +435 +9%
EI
202
Ethic Inc
New York
$881K -$54.8K -364 -7%
QCM
203
QRG Capital Management
Illinois
$868K +$16.3K +108 +2%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$866K +$17K +113 +2%
MYIA
205
Mount Yale Investment Advisors
Colorado
$862K +$653K +4,339 +595%
BBVA
206
Banco Bilbao Vizcaya Argentaria
Spain
$856K -$66K -438 -8%
Osaic Holdings
207
Osaic Holdings
Arizona
$842K +$255K +1,694 +45%
Marshall Wace
208
Marshall Wace
United Kingdom
$819K -$5.36M -35,576 -88%
FLPIM
209
F.L. Putnam Investment Management
Massachusetts
$814K
RR
210
Robotti Robert
$804K
FCBT
211
First Citizens Bank & Trust
North Carolina
$796K -$43.1K -286 -6%
BC
212
Burney Company
Virginia
$784K -$30.1K -200 -4%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$779K -$6.2M -41,164 -90%
COI
214
Connable Office Inc
Michigan
$773K -$16K -106 -2%
SSA
215
Schonfeld Strategic Advisors
New York
$773K -$4.94M -32,840 -88%
Vontobel Holding
216
Vontobel Holding
Switzerland
$766K -$240K -1,592 -26%
BC
217
Bridgefront Capital
Texas
$763K +$29.2K +194 +5%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$757K
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$756K +$70.5K +468 +12%
Citadel Advisors
220
Citadel Advisors
Florida
$685K -$11.1M -73,873 -95%
CBU
221
CIBC Bancorp USA
Illinois
$684K +$605K +4,021 New
P
222
Pitcairn
Pennsylvania
$664K -$35.7K -237 -6%
SO
223
STRS Ohio
Ohio
$664K +$45.2K +300 +8%
TI
224
Tidal Investments
Wisconsin
$622K +$270K +1,792 +96%
Point72 Asset Management
225
Point72 Asset Management
Connecticut
$613K +$542K +3,600 New

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.