Advanced Energy
AEIS
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 34 closing their positions.
206% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 34
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: 6 → 10 (+4)
26% more capital invested
Capital invested by funds: $6.81B → $8.61B (+$1.79B)
16% more funds holding
Funds holding: 401 → 464 (+63)
2.57% more ownership
Funds ownership: 106.31% → 108.88% (+2.6%)
1% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$105M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$82.3M |
| 3 |
BlackRock
New York
|
+$74.4M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$46.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 2 |
Neuberger Berman Group
New York
|
-$38.1M |
| 3 |
JP Morgan Chase
New York
|
-$35.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$33.2M |
AEIS Hedge Fund Activity: Q4 2025 in Review
464 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q4 2025, worth a combined $8.61B — up 26% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new AEIS positions and 34 closed out — a net gain of 70 holders — while 159 added to existing stakes and 157 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $105M. The largest seller was Fidelity Investments, cutting an estimated $175M.
- 464 institutional investors held Advanced Energy (AEIS) as of Q4 2025, up from 401 in Q3 2025.
- Funds reported $8.61B of Advanced Energy stock for Q4 2025, up 26% quarter-over-quarter.
- 104 funds opened new Advanced Energy positions in Q4 2025 and 34 closed out, a net change of +70 holders.
- The largest Advanced Energy buyer in Q4 2025 was AllianceBernstein, an estimated $105M added.
- The largest Advanced Energy seller in Q4 2025 was Fidelity Investments, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2025.