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AvePoint

244 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, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

3% less funds holding

Funds holding: 252244 (-8)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82M
Puts
$7.37M
Net Calls
Net Calls Change

Top Buyers

1 +$70.6M
2 +$38.2M
3 +$29.5M
4
Franklin Resources
Franklin Resources
California
+$17.3M
5
Jennison Associates
Jennison Associates
New York
+$15.2M

Top Sellers

1 -$31.8M
2 -$20.7M
3 -$12.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$2.82K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$2.74K
NA
228
NewEdge Advisors
Louisiana
$2.34K
BIA
229
Bell Investment Advisors
California
$2.3K
SIC
230
SJS Investment Consulting
Ohio
$2.28K
HNB
231
Huntington National Bank
Ohio
$2.16K
BAM
232
Bellevue Asset Management
Washington
$2.08K
Bessemer Group
233
Bessemer Group
New Jersey
$2K
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$1.76K
PWM
235
Parkworth Wealth Management
California
$1.35K
TFA
236
Toth Financial Advisory
Virginia
$1.16K
SC
237
Swan Capital
Florida
$1.16K
IA
238
IFP Advisors
Florida
$1.1K
PS
239
Principal Securities
Iowa
$637
BFS
240
Bare Financial Services
Pennsylvania
$502
WCM
241
WealthTrak Capital Management
Virginia
$387
KG
242
Kilter Group
New York
$348
TPWA
243
Twin Peaks Wealth Advisors
California
$268
SSG
244
Summit Securities Group
New York
$77
Citadel Advisors
245
Citadel Advisors
Florida
SCM
246
Semanteon Capital Management
Massachusetts
Balyasny Asset Management
247
Balyasny Asset Management
Illinois
HF
248
HRT Financial
New York
MIM
249
MetLife Investment Management
New Jersey
Mirae Asset Global ETFs Holdings
250
Mirae Asset Global ETFs Holdings
Hong Kong