We are live on ! Find out more
AEIS icon

Advanced Energy

464 hedge funds and large institutions have $8.61B invested in Advanced Energy in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 157 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 33

73% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.4M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

26% more capital invested

Capital invested by funds: $6.81B → $8.61B (+$1.79B)

16% more funds holding

Funds holding: 400464 (+64)

2.59% more ownership

Funds ownership: 106.31%108.9% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 157

Holders
464
Holders Change
+64
Holders Change %
+16%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
104
Increased
159
Reduced
157
Closed
33
Calls
$43.9M
Puts
$25.4M
Net Calls
+$18.6M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
201
Dynamic Technology Lab
Singapore
$1.44M +$1.05M +5,165 +299%
SG Americas Securities
202
SG Americas Securities
New York
$1.43M +$76.7K +377 +6%
SSWM
203
Sheets Smith Wealth Management
North Carolina
$1.37M -$223K -1,094 -14%
PWS
204
Peterson Wealth Services
Utah
$1.34M +$538K +2,646 +71%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$1.25M +$52.1K +256 +4%
Mariner
206
Mariner
Kansas
$1.24M -$738K -3,626 -38%
QCM
207
QRG Capital Management
Illinois
$1.21M +$141K +691 +14%
HCM
208
Hollencrest Capital Management
California
$1.16M +$1.13M +5,542 New
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$1.16M +$23.8K +117 +2%
WAM
210
Wolverine Asset Management
Illinois
$1.11M +$1.08M +5,289 New
IA
211
IAM Advisory
Pennsylvania
$1.07M +$1.04M +5,132 New
VF
212
Virtu Financial
New York
$1.07M +$1.04M +5,131 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$1.06M -$4.07K -20 -0.4%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$19.5K +96 +2%
VAS
215
Vestmark Advisory Solutions
Massachusetts
$1.03M +$1M +4,930 New
MYIA
216
Mount Yale Investment Advisors
Colorado
$1.03M -$31.5K -155 -3%
EI
217
Ethic Inc
New York
$1.03M -$54.3K -267 -5%
US Bancorp
218
US Bancorp
Minnesota
$1.02M -$683K -3,358 -41%
FCBT
219
First Citizens Bank & Trust
North Carolina
$1.02M +$34.8K +171 +4%
BA
220
Bridgewater Associates
Connecticut
$1.02M -$941K -4,624 -49%
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
$1M
FT
222
Fiduciary Trust
Massachusetts
$1M -$192K -941 -16%
FNBOO
223
First National Bank of Omaha
Nebraska
$966K -$156K -768 -14%
GT
224
Glenmede Trust
Pennsylvania
$936K +$910K +4,470 New
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$932K