InvestorLens

AEIS — ADVANCED ENERGY INDS

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AEIS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 4 buying vs 2 selling last quarter
50
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their AEIS position last quarter, 4 bought and 2 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (George Soros, Izzy Englander, Ken Griffin, …)
  • +5 tracked investors reported holding AEIS at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About ADVANCED ENERGY INDS (AEIS)

ADVANCED ENERGY INDS (AEIS) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $196M. Across recent filings, tracked investors recorded 11 new positions, 9 increased, 14 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AEIS

51
/100
Mixed Activity
Added / Increased20
Reduced14
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track AEIS

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AEIS Ownership Composition

How ADVANCED ENERGY INDS is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
78% of tracked value
Institutions
5
tracked investors
Total Reported
$436.2M
combined 13F value
Types2
  • Multi-Strategy / Quant78.5%
  • Macro21.5%
Multi-Strategy / Quant(2)
78.5%
Macro(3)
21.5%

Tracked investors currently reporting AEIS

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    525.2K
    Value
    $195.8M
    % Portfolio
    0.02%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    392.7K
    Value
    $146.4M
    % Portfolio
    0.05%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    127.7K
    Value
    $47.6M
    % Portfolio
    0.07%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    16.8M
    Value
    $45.9M
    % Portfolio
    0.56%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    1.2K
    Value
    $462K
    % Portfolio
    0.00%

Previously held AEIS

These investors reported AEIS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management97.4K$31.4MMar 31, 2026
Howard MarksOaktree Capital Management7.1M$7.8MDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold AEIS?
5 tracked institutional investors disclosed a position in AEIS (ADVANCED ENERGY INDS) in their most recent 13F filing.
Who is the largest institutional holder of AEIS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in AEIS, valued at $196M.
Did institutional ownership of AEIS increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 9 increased, 14 reduced, and 5 fully exited AEIS.
Where does this AEIS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
AEIS (ADVANCED ENERGY INDS) — Institutional Holders & 13F — InvestorLens