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Advanced Energy

355 hedge funds and large institutions have $3.83B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 126 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

11% more funds holding

Funds holding: 319355 (+36)

8% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 117

2.09% less ownership

Funds ownership: 108.59%106.5% (-2.1%)

19% less capital invested

Capital invested by funds: $4.73B → $3.83B (-$902M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

92% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $40.8M

Holders
355
Holders Change
+36
Holders Change %
+11.29%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
126
Reduced
117
Closed
25
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$554M -$17.8M -155,736 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M -$5.43M -47,514 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$329M -$58M -507,381 -13%
Ameriprise
4
Ameriprise
Minnesota
$221M -$1.99M -17,446 -0.7%
State Street
5
State Street
Massachusetts
$158M -$12.1M -105,492 -6%
EARNEST Partners
6
EARNEST Partners
Georgia
$156M -$384K -3,359 -0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$111M +$15.2M +133,334 +13%
Bank of America
8
Bank of America
North Carolina
$88.3M +$5.06M +44,323 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87.4M +$4.34M +38,025 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$81.5M -$2.54M -22,201 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.8M +$10.2K +89 +0%
CCM
12
Channing Capital Management
Illinois
$67.7M -$2.52M -22,048 -3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$60.4M -$1.57M -13,774 -2%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$56.5M -$2.89M -25,301 -4%
SAM
15
Silvercrest Asset Management
New York
$47.5M -$728K -6,368 -1%
Principal Financial Group
16
Principal Financial Group
Iowa
$45.5M +$186K +1,624 +0.3%
Charles Schwab
17
Charles Schwab
California
$44.3M +$576K +5,041 +1%
Northern Trust
18
Northern Trust
Illinois
$42.4M -$1.48M -12,927 -3%
Norges Bank
19
Norges Bank
Norway
$41.4M -$18.4M -161,419 -27%
SCM
20
Snyder Capital Management
California
$40.2M -$1.62M -14,193 -3%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$37.4M -$967K -8,463 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$36.8M -$2.38M -20,809 -5%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$36.6M -$5.81M -50,840 -12%
Morgan Stanley
24
Morgan Stanley
New York
$36.1M -$3.69M -32,269 -8%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$35.4M -$345K -3,018 -0.8%