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AvePoint

252 hedge funds and large institutions have $1.57B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
50
Increased
97
Reduced
84
Closed
31
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
WTA
226
Washington Trust Advisors
Massachusetts
$4.1K
RIL
227
Rothschild Investment LLC
Illinois
$3.97K +$866 +60 +28%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$3.71K +$2.92K +202 +367%
PWMG
229
Private Wealth Management Group
New Jersey
$2.5K
SS
230
SBI Securities
Japan
$2.17K +$289 +20 +15%
Bessemer Group
231
Bessemer Group
New Jersey
$2K -$174 -10 -8%
SCM
232
Sterling Capital Management
North Carolina
$1.98K +$116 +8 +6%
NA
233
NewEdge Advisors
Louisiana
$1.82K +$1.68K +116 +1,160%
TFA
234
Toth Financial Advisory
Virginia
$1.73K
SIC
235
SJS Investment Consulting
Ohio
$1.7K +$1.7K +118 New
HNB
236
Huntington National Bank
Ohio
$1.62K +$1.62K +112 New
BAM
237
Bellevue Asset Management
Washington
$1.56K
AF
238
Allworth Financial
California
$1.42K +$757 +48 +114%
EWA
239
EverSource Wealth Advisors
Alabama
$1.24K +$246 +17 +25%
BIA
240
Bell Investment Advisors
California
$1.23K +$419 +29 +52%
PWM
241
Parkworth Wealth Management
California
$1.01K
TWD
242
True Wealth Design
Ohio
$910 +$188 +13 +26%
LFG
243
Larson Financial Group
Missouri
$910 +$910 +63 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$823 -$765 -53 -48%
SC
245
Stephens Consulting
Michigan
$722 +$722 +50 New
WCM
246
WealthTrak Capital Management
Virginia
$361 +$361 +25 New
HCP
247
Hexagon Capital Partners
Arkansas
$274 +$274 +19 New
BIG
248
Brooklyn Investment Group
New York
$246 -$449 -31 -65%
IA
249
IFP Advisors
Florida
$217
CIAM
250
Caitong International Asset Management
Hong Kong
$72 -$144K -9,992 -100%