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Advanced Energy

353 hedge funds and large institutions have $3.79B invested in Advanced Energy in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 26 closing their positions.

Holders
353
Holders Change
+34
Holders Change %
+10.66%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
124
Reduced
116
Closed
26
Calls
$3.27M
Puts
$40.8M
Net Calls
-$37.5M
Net Calls Change
-$22.2M
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$554M 5,808,690 -155,736 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M 4,866,155 -47,514 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$329M 3,452,150 -507,381 -13%
Ameriprise
4
Ameriprise
Minnesota
$221M 2,319,757 -17,446 -0.7%
State Street
5
State Street
Massachusetts
$158M 1,657,000 -105,492 -6%
EARNEST Partners
6
EARNEST Partners
Georgia
$156M 1,639,968 -3,359 -0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$111M 1,168,410 +133,334 +13%
Bank of America
8
Bank of America
North Carolina
$88.3M 926,076 +44,323 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$87.4M 916,655 +38,025 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$81.5M 855,362 -22,201 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.8M 774,675 +89 +0%
CCM
12
Channing Capital Management
Illinois
$67.7M 710,649 -22,048 -3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$60.4M 633,286 -13,774 -2%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$56.5M 593,000 -25,301 -4%
SAM
15
Silvercrest Asset Management
New York
$47.5M 498,633 -6,368 -1%
Principal Financial Group
16
Principal Financial Group
Iowa
$45.5M 477,296 +1,624 +0.3%
Charles Schwab
17
Charles Schwab
California
$44.3M 465,162 +5,041 +1%
Northern Trust
18
Northern Trust
Illinois
$42.4M 444,832 -12,927 -3%
SCM
19
Snyder Capital Management
California
$40.2M 421,558 -14,193 -3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$37.4M 392,018 -8,463 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$36.8M 386,255 -20,809 -5%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$36.6M 383,495 -50,840 -12%
Morgan Stanley
23
Morgan Stanley
New York
$36.1M 378,697 -32,269 -8%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$35.4M 371,275 -3,018 -0.8%
BAMCO Inc
25
BAMCO Inc
New York
$34.9M 366,287 +2,573 +0.7%