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Advanced Energy
AEIS

Overview Fund Activity

367 hedge funds and large institutions have $5.28B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
58
Increased
136
Reduced
133
Closed
38
Calls
$10.2M
Puts
$30.5M
Net Calls
-$20.3M
Net Calls Change
+$17.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$30.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.6M
3
GKIM
GW&K Investment Management
Massachusetts
$61.2M
4
Invesco
Invesco
Georgia
$43.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$81.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$264M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
BlackRock
New York
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$754M -$15.5M -116,619 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$646M +$1.32M +9,928 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$448M -$9.17M -69,194 -2%
Ameriprise
4
Ameriprise
Minnesota
$264M -$43.1M -325,118 -14%
State Street
5
State Street
Massachusetts
$219M -$243K -1,836 -0.1%
EARNEST Partners
6
EARNEST Partners
Georgia
$215M -$2.4M -18,100 -1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$142M -$13.1M -98,759 -8%
Bank of America
8
Bank of America
North Carolina
$125M +$2.73M +20,573 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$123M +$1.19M +8,993 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$108M -$5.24M -39,509 -5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.3M -$15.3M -115,652 -15%
Principal Financial Group
12
Principal Financial Group
Iowa
$81.1M +$17.9M +135,102 +28%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$80.6M +$29.8M +224,905 +59%
CCM
14
Channing Capital Management
Illinois
$72.8M -$21.4M -161,473 -23%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$72M -$11.9M -89,650 -14%
Charles Schwab
16
Charles Schwab
California
$62.4M +$735K +5,550 +1%
SAM
17
Silvercrest Asset Management
New York
$61.9M -$4.18M -31,517 -6%
GKIM
18
GW&K Investment Management
Massachusetts
$61.2M +$21.4M +161,412 +54%
Norges Bank
19
Norges Bank
Norway
$58.8M +$58.8M +443,515 New
SCM
20
Snyder Capital Management
California
$58.4M +$2.53M +19,116 +5%
Northern Trust
21
Northern Trust
Illinois
$56.3M -$2.59M -19,567 -4%
BAMCO Inc
22
BAMCO Inc
New York
$49.5M +$922K +6,958 +2%
Morgan Stanley
23
Morgan Stanley
New York
$48.1M -$2.08M -15,733 -4%
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$47M -$31.5M -238,079 -40%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$44.6M -$4.56M -34,392 -9%
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