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Advanced Energy

457 hedge funds and large institutions have $8.6B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 157 increasing their positions, 157 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: 399457 (+58)

2.53% more ownership

Funds ownership: 106.31%108.84% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 157

Holders
457
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
Corient Private Wealth
201
Corient Private Wealth
Florida
$1.41M
SSWM
202
Sheets Smith Wealth Management
North Carolina
$1.37M
PWS
203
Peterson Wealth Services
Utah
$1.34M
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$1.25M
Mariner
205
Mariner
Kansas
$1.24M
QCM
206
QRG Capital Management
Illinois
$1.21M
HCM
207
Hollencrest Capital Management
California
$1.16M
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$1.16M
WAM
209
Wolverine Asset Management
Illinois
$1.11M
IA
210
IAM Advisory
Pennsylvania
$1.07M
VF
211
Virtu Financial
New York
$1.07M
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$1.06M
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$1.04M
VAS
214
Vestmark Advisory Solutions
Massachusetts
$1.03M
MYIA
215
Mount Yale Investment Advisors
Colorado
$1.03M
EI
216
Ethic Inc
New York
$1.03M
US Bancorp
217
US Bancorp
Minnesota
$1.02M
FCBT
218
First Citizens Bank & Trust
North Carolina
$1.02M
BA
219
Bridgewater Associates
Connecticut
$1.02M
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$1M
FT
221
Fiduciary Trust
Massachusetts
$1M
FNBOO
222
First National Bank of Omaha
Nebraska
$966K
GT
223
Glenmede Trust
Pennsylvania
$936K
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$932K
PMAM
225
Picton Mahoney Asset Management
Ontario, Canada
$900K