ADVANCED ENERGY INDS (AEIS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ADVANCED ENERGY INDS (AEIS)

453 + Investors. Track Smart Money conviction in AEIS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AEIS

Based on 445 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added AEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

445 hedge funds hold AEIS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q

+145 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

251 buying195 selling

Last quarter: 251 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter

Funds opening a new AEIS position: 62 → 57 → 69 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 19% medium ■ 26% new

244 out of 445 hedge funds have held AEIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +25% but shares only +1% — price-driven

Value

+24%

+1%

Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

45 → 62 → 57 → 69 → 105 new funds/Q

New funds entering each quarter: 62 → 57 → 69 → 105. A growing number of institutions are discovering AEIS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 9% 1-2yr ■ 29% new

Of 453 current holders: 277 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

45 of 445 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in AEIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	453	385	17.66%
13F Shares	41M	40M	1.47%
Total Value	$8.58B	$6.87B	24.89%
New Positions	105	72	+33
Increased Positions	162	149	+13
Closed Positions	37	40	-3
Reduced Positions	165	143	+22
Total Calls	6	7	-14.29%
Total Puts	7	6	16.67%
PUT/CALL Ratio	1.17	0.86	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

453

385

17.66%

13F Shares

41M

40M

1.47%

Total Value

$8.58B

$6.87B

24.89%

New Positions

105

+33

Increased Positions

162

149

+13

Closed Positions

-3

Reduced Positions

165

143

+22

Total Calls

-14.29%

Total Puts

16.67%

PUT/CALL Ratio

1.17

0.86

Neutral

Institutional Holders (2026 Q1)

453 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AEIS. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of AEIS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Green Alpha Advisors, LLC	3.24%	10,193	$3.3M
2	Compass Wealth Management LLC	3.12%	39,078	$12.6M
3	Amanah Holdings Trust	3.02%	85,000	$27.4M
4	TEMA ETFS LLC	0.83%	38,481	$12.4M
5	PEREGRINE CAPITAL MANAGEMENT LLC	0.74%	61,641	$19.9M
6	MOODY ALDRICH PARTNERS LLC	0.71%	12,174	$3.9M
7	Portman Square Capital LLP	0.70%	56,000	$18.1M
8	Peterson Wealth Services	0.50%	6,316	$2.0M
9	CONGRESS ASSET MANAGEMENT CO	0.48%	207,371	$66.9M
10	IAM Advisory, LLC	0.37%	5,164	$1.7M
11	CVFG LLC	0.37%	9,140	$2.9M
12	David J Yvars Group	0.36%	2,005	$647K
13	PINNACLE ASSOCIATES LTD	0.33%	79,632	$25.7M
14	Baron Wealth Management LLC	0.28%	2,878	$929K
15	Brucke Financial, Inc.	0.26%	1,617	$522K
16	CAMPBELL NEWMAN ASSET MANAGEMENT INC	0.25%	9,573	$3.1M
17	SHEETS SMITH WEALTH MANAGEMENT	0.20%	5,453	$1.8M
18	COOKSON PEIRCE & CO INC	0.19%	14,068	$4.5M
19	OPPENHEIMER ASSET MANAGEMENT INC.	0.18%	48,243	$15.6M
20	Heritage Family Offices, LLP	0.17%	1,191	$384K
21	AZZAD ASSET MANAGEMENT INC /ADV	0.16%	4,943	$1.6M
22	Ifrah Financial Services, Inc.	0.16%	1,885	$608K
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.16%	89,732	$29.0M
24	Abel Hall, LLC	0.16%	2,308	$745K
25	Compton Wealth Advisory Group, LLC	0.15%	2,040	$679K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ADVANCED ENERGY INDS (AEIS)

What does the Smart Money Trend signal show for AEIS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added AEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AEIS?

Slight buying edge — 56% buying: Last quarter: 251 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AEIS holders?

Elite ownership — 52% AUM from top-100 funds: 45 of 445 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in AEIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AEIS?

55% of holders stayed for 2+ years: 244 out of 445 hedge funds have held AEIS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ADVANCED ENERGY INDS (AEIS)

Smart Money Signals — AEIS

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+36 vs last Q)

55% of holders stayed for 2+ years

Value +25% but shares only +1% — price-driven

Growing discovery — still being found

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 52% AUM from top-100 funds

Hedge Fund Ownership: AEIS

Market Analysis: AEIS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AEIS

Hedge Fund Positioning: AEIS

Statistics: AEIS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ADVANCED ENERGY INDS (AEIS)

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