Advanced Energy
AEIS
579 hedge funds and large institutions have $13.2B invested in Advanced Energy in 2026 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 168 increasing their positions, 200 reducing their positions, and 44 closing their positions.
273% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 44
53% more capital invested
Capital invested by funds: $8.61B → $13.2B (+$4.55B)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
25% more funds holding
Funds holding: 465 → 579 (+114)
0.65% less ownership
Funds ownership: 108.88% → 108.23% (-0.65%)
11% less call options, than puts
Call options by funds: $226M | Put options by funds: $253M
16% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$296M |
| 2 |
BlackRock
New York
|
+$112M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$75M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$59.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.9M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$52.7M |
| 4 |
Neuberger Berman Group
New York
|
-$49.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$46.4M |
AEIS Hedge Fund Activity: Q1 2026 in Review
579 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Advanced Energy (AEIS) for Q1 2026, worth a combined $13.2B — up 53% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new AEIS positions and 44 closed out — a net gain of 120 holders — while 168 added to existing stakes and 200 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $296M. The largest seller was Ameriprise, cutting an estimated $96.1M.
- 579 institutional investors held Advanced Energy (AEIS) as of Q1 2026, up from 465 in Q4 2025.
- Funds reported $13.2B of Advanced Energy stock for Q1 2026, up 53% quarter-over-quarter.
- 164 funds opened new Advanced Energy positions in Q1 2026 and 44 closed out, a net change of +120 holders.
- The largest Advanced Energy buyer in Q1 2026 was Whale Rock Capital Management, an estimated $296M added.
- The largest Advanced Energy seller in Q1 2026 was Ameriprise, an estimated $96.1M sold.
Based on aggregated 13F filings for Q1 2026.