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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
BlackRock
1
BlackRock
New York
$1.27B +$74.4M +365,741 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$992M -$27.5M -135,358 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$392M -$175M -859,605 -31%
Ameriprise
4
Ameriprise
Minnesota
$344M -$34.7M -170,533 -9%
Invesco
5
Invesco
Georgia
$330M -$4.59M -22,540 -1%
State Street
6
State Street
Massachusetts
$322M -$19.1M -93,907 -6%
EARNEST Partners
7
EARNEST Partners
Georgia
$295M -$27.2M -133,599 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$200M +$5.81M +28,549 +3%
Bank of America
9
Bank of America
North Carolina
$190M +$4.38M +21,498 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$158M -$38.1M -187,327 -20%
GKIM
11
GW&K Investment Management
Massachusetts
$143M -$3.71M -18,220 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$142M -$13.7M -67,349 -9%
Norges Bank
13
Norges Bank
Norway
$123M +$120M +589,400 New
Principal Financial Group
14
Principal Financial Group
Iowa
$121M -$4.2M -20,632 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$119M -$31.2M -153,449 -21%
AllianceBernstein
16
AllianceBernstein
Tennessee
$118M +$105M +517,796 +1,132%
Goldman Sachs
17
Goldman Sachs
New York
$112M +$33.1M +162,613 +44%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$102M -$7.81M -38,380 -7%
Franklin Resources
19
Franklin Resources
California
$102M +$35.4M +173,836 +55%
Charles Schwab
20
Charles Schwab
California
$98.7M -$2.57M -12,624 -3%
ACM
21
Analog Century Management
New York
$97.1M -$684K -3,362 -0.7%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$89.6M +$27.1M +133,008 +45%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$89.5M +$82.3M +404,356 +1,734%
Northern Trust
24
Northern Trust
Illinois
$84.6M -$3.68M -18,093 -4%
Fisher Asset Management
25
Fisher Asset Management
Washington
$82.5M +$21.3M +104,661 +36%