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AvePoint

242 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 42 closing their positions.

Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
89
Closed
42
Calls
$5.19M
Puts
$7.37M
Net Calls
-$2.18M
Net Calls Change
-$4.07M
Name Market Value Shares Shares
Change
Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$2.34K 121 -5 -4%
BIA
227
Bell Investment Advisors
California
$2.3K 119 +34 +40%
SIC
228
SJS Investment Consulting
Ohio
$2.28K 118
HNB
229
Huntington National Bank
Ohio
$2.16K 112
BAM
230
Bellevue Asset Management
Washington
$2.09K 108
Bessemer Group
231
Bessemer Group
New Jersey
$2K 115
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$1.76K 91 -166 -65%
PWM
233
Parkworth Wealth Management
California
$1.35K 70
TFA
234
Toth Financial Advisory
Virginia
$1.16K 60 -60 -50%
SC
235
Swan Capital
Florida
$1.16K 60 +60 New
IA
236
IFP Advisors
Florida
-15 Closed
PS
237
Principal Securities
Iowa
$637 33 -2,710 -99%
BFS
238
Bare Financial Services
Pennsylvania
$502 26 +26 New
WCM
239
WealthTrak Capital Management
Virginia
$387 20 -5 -20%
KG
240
Kilter Group
New York
$348 18 +18 New
TPWA
241
Twin Peaks Wealth Advisors
California
$268 18 +18 New
SSG
242
Summit Securities Group
New York
$77 4 -2,623 -100%
Citadel Advisors
243
Citadel Advisors
Florida
-256,572 Closed
SCM
244
Semanteon Capital Management
Massachusetts
-100,112 Closed
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
-86,700 Closed
HF
246
HRT Financial
New York
-81,075 Closed
MIM
247
MetLife Investment Management
New Jersey
-76,803 Closed
Mirae Asset Global ETFs Holdings
248
Mirae Asset Global ETFs Holdings
Hong Kong
-76,639 Closed
Capital Fund Management (CFM)
249
Capital Fund Management (CFM)
France
-71,314 Closed
CF
250
Corebridge Financial
Texas
-63,102 Closed