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AvePoint

255 hedge funds and large institutions have $1.26B invested in AvePoint in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

732% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $456K

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

2% more funds holding

Funds holding: 251255 (+4)

0.89% more ownership

Funds ownership: 60.44%61.32% (+0.89%)

31% less capital invested

Capital invested by funds: $1.81B → $1.26B (-$554M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
255
Holders Change
+4
Holders Change %
+1.59%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
105
Reduced
75
Closed
44
Calls
$3.8M
Puts
$456K
Net Calls
+$3.34M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$3.22K +$1.87K +166 +96%
TM
227
Torren Management
California
$2.81K -$3.25K -289 -49%
HNB
228
Huntington National Bank
Ohio
$2.58K +$3.05K +271 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.33K +$1.51K +134 +121%
PWA
230
Physician Wealth Advisors
Utah
$1.88K +$1.81K +161 +435%
HI
231
Harbour Investments
Wisconsin
$1.77K +$1.08K +96 +107%
BWA
232
Basecamp Wealth Advisors
Washington
$1.56K
SS
233
SBI Securities
Japan
$1.47K +$135 +12 +8%
WPA
234
Wealth Preservation Advisors
Tennessee
$1.44K +$1.7K +151 New
QL
235
Quarry LP
New York
$1.23K -$12.1K -1,072 -89%
Bessemer Group
236
Bessemer Group
New Jersey
$1K
AW
237
Avion Wealth
Texas
$1K +$1.78K +158 +405%
MCM
238
MAI Capital Management
Ohio
$619 +$732 +65 New
PFBT
239
Parkside Financial Bank & Trust
Missouri
$571 +$676 +60 New
CFB
240
Cullen/Frost Bankers
Texas
$504 -$7.6K -675 -93%
CFM
241
Cornerstone Financial Management
Massachusetts
$504 +$79 +7 +15%
TPCW
242
TD Private Client Wealth
New York
$466
SIC
243
SJS Investment Consulting
Ohio
$324 +$169 +15 +79%
KFAS
244
Keating Financial Advisory Services
Kansas
$304 +$124 +11 +52%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$276 +$327 +29 New
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$247 +$293 +26 New
GFA
247
Godfrey Financial Associates
New York
$238
PWAM
248
Private Wealth Asset Management
Iowa
$190
SS
249
Sunbelt Securities
Texas
$190 +$34 +3 +18%
TPWA
250
Twin Peaks Wealth Advisors
California
$171 +$203 +18 New