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AvePoint

238 hedge funds and large institutions have $1.7B invested in AvePoint in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

59% more capital invested

Capital invested by funds: $1.07B → $1.7B (+$632M)

57% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.5M

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

27% more funds holding

Funds holding: 187238 (+51)

6.46% more ownership

Funds ownership: 48.61%55.07% (+6.5%)

Holders
238
Holders Change
+51
Holders Change %
+27.27%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
69
Increased
84
Reduced
60
Closed
15
Calls
$16.4M
Puts
$10.5M
Net Calls
+$5.94M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Parkworth Wealth Management
California
$1.16K +$1.06K +70 New
EWA
227
EverSource Wealth Advisors
Alabama
$1.14K +$1.05K +69 New
BIA
228
Bell Investment Advisors
California
$925 +$851 +56 New
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$908 -$501 -33 -38%
FFA
230
Farther Finance Advisors
California
$859
TWD
231
True Wealth Design
Ohio
$826
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809
BIG
233
Brooklyn Investment Group
New York
$793 +$729 +48 New
AF
234
Allworth Financial
California
$737
IA
235
IFP Advisors
Florida
$248 +$228 +15 New
NA
236
NewEdge Advisors
Louisiana
$165 +$152 +10 New
NS
237
NBC Securities
Alabama
$33 +$30 +2 New
ER
238
EVR Research
Virginia
-$1.18M -100,000 Closed
CP
239
CenterBook Partners
Connecticut
-$644K -54,716 Closed
ECM
240
ExodusPoint Capital Management
New York
-$553K -46,942 Closed
GCP
241
GSA Capital Partners
United Kingdom
-$394K -33,502 Closed
DP
242
DDD Partners
Washington
-$369K -31,371 Closed
EC
243
EntryPoint Capital
New York
-$242K -20,575 Closed
BCM
244
Bayesian Capital Management
New York
-$240K -20,373 Closed
QC
245
Quadrature Capital
United Kingdom
-$190K -16,191 Closed
YIH
246
Y-Intercept (HK)
Hong Kong
-$171K -14,557 Closed
VA
247
Vident Advisory
Georgia
-$134K -11,382 Closed
NC
248
nVerses Capital
Florida
-$88.3K -7,500 Closed
PAS
249
Point72 Asia (Singapore)
Singapore
-$13.4K -1,142 Closed
ACM
250
Aster Capital Management
United Arab Emirates
-$10K -853 Closed