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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
226
Amundi
France
$5.34K
TWC
227
TD Waterhouse Canada
Ontario, Canada
$5.31K -$34 -2 -0.6%
WTA
228
Washington Trust Advisors
Massachusetts
$4.1K
RIL
229
Rothschild Investment LLC
Illinois
$3.97K +$1.01K +60 +28%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$3.71K +$3.39K +202 +367%
PWMG
231
Private Wealth Management Group
New Jersey
$2.5K
SS
232
SBI Securities
Japan
$2.17K +$336 +20 +15%
Bessemer Group
233
Bessemer Group
New Jersey
$2K -$168 -10 -8%
SCM
234
Sterling Capital Management
North Carolina
$1.98K +$134 +8 +6%
NA
235
NewEdge Advisors
Louisiana
$1.82K +$1.95K +116 +1,160%
TFA
236
Toth Financial Advisory
Virginia
$1.73K
SIC
237
SJS Investment Consulting
Ohio
$1.7K +$1.98K +118 New
HNB
238
Huntington National Bank
Ohio
$1.62K +$1.88K +112 New
BAM
239
Bellevue Asset Management
Washington
$1.56K
AF
240
Allworth Financial
California
$1.42K +$806 +48 +114%
EWA
241
EverSource Wealth Advisors
Alabama
$1.24K +$286 +17 +25%
BIA
242
Bell Investment Advisors
California
$1.23K +$487 +29 +52%
PWM
243
Parkworth Wealth Management
California
$1.01K
TWD
244
True Wealth Design
Ohio
$910 +$218 +13 +26%
LFG
245
Larson Financial Group
Missouri
$910 +$1.06K +63 New
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$823 -$890 -53 -48%
SC
247
Stephens Consulting
Michigan
$722 +$840 +50 New
WCM
248
WealthTrak Capital Management
Virginia
$361 +$420 +25 New
HCP
249
Hexagon Capital Partners
Arkansas
$274 +$319 +19 New
BIG
250
Brooklyn Investment Group
New York
$246 -$521 -31 -65%

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.