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Advanced Energy

400 hedge funds and large institutions have $6.81B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

29% more capital invested

Capital invested by funds: $5.28B → $6.81B (+$1.53B)

8% more funds holding

Funds holding: 371400 (+29)

0.47% more ownership

Funds ownership: 105.84%106.31% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 144

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
400
Holders Change
+29
Holders Change %
+7.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
68
Increased
144
Reduced
144
Closed
35
Calls
$24.7M
Puts
$37.7M
Net Calls
-$13M
Net Calls Change
+$7.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$973M +$4.1M +27,214 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$829M -$462K -3,068 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$465M -$98M -650,730 -19%
Ameriprise
4
Ameriprise
Minnesota
$308M -$27.4M -181,953 -9%
State Street
5
State Street
Massachusetts
$278M -$3.52M -23,369 -1%
Invesco
6
Invesco
Georgia
$272M +$191M +1,269,617 +388%
EARNEST Partners
7
EARNEST Partners
Georgia
$262M -$12M -79,901 -5%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$160M -$19.4M -128,571 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$158M +$419K +2,782 +0.3%
Bank of America
10
Bank of America
North Carolina
$151M -$8.79M -58,399 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$127M -$10.5M -69,603 -9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$122M +$16.8M +111,467 +18%
GKIM
13
GW&K Investment Management
Massachusetts
$119M +$35.8M +237,895 +52%
Principal Financial Group
14
Principal Financial Group
Iowa
$102M -$1.84M -12,224 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$89.8M -$2.37M -15,756 -3%
Charles Schwab
16
Charles Schwab
California
$82.4M +$2.02M +13,422 +3%
ACM
17
Analog Century Management
New York
$79.5M +$70.4M +467,301 New
SAM
18
Silvercrest Asset Management
New York
$78.5M -$872K -5,792 -1%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.3M -$30M -198,929 -30%
Northern Trust
20
Northern Trust
Illinois
$71.8M -$465K -3,089 -0.7%
BAMCO Inc
21
BAMCO Inc
New York
$66.7M +$2.82M +18,740 +5%
CCM
22
Channing Capital Management
Illinois
$64M -$26M -172,736 -31%
Goldman Sachs
23
Goldman Sachs
New York
$62.9M +$12.1M +80,041 +28%
SCM
24
Snyder Capital Management
California
$62.9M -$10.7M -70,930 -16%
Morgan Stanley
25
Morgan Stanley
New York
$59.4M -$2.1M -13,935 -4%

AEIS Hedge Fund Activity: Q3 2025 in Review

400 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q3 2025, worth a combined $6.81B — up 29% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AEIS positions and 35 closed out — a net gain of 33 holders — while 144 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $98M.

  • 400 institutional investors held Advanced Energy (AEIS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $6.81B of Advanced Energy stock for Q3 2025, up 29% quarter-over-quarter.
  • 68 funds opened new Advanced Energy positions in Q3 2025 and 35 closed out, a net change of +33 holders.
  • The largest Advanced Energy buyer in Q3 2025 was Invesco, an estimated $191M added.
  • The largest Advanced Energy seller in Q3 2025 was Fidelity Investments, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2025.