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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.48% less ownership

Funds ownership: 55.07%53.58% (-1.5%)

8% less capital invested

Capital invested by funds: $1.7B → $1.57B (-$135M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.45M
Puts
$7.56M
Net Calls
Net Calls Change

Top Sellers

1 -$15.4M
2 -$14M
3 -$10.9M
4
SST
S Squared Technology
New York
-$9.44M
5
NICM
Neo Ivy Capital Management
New York
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
226
Washington Trust Advisors
Massachusetts
$4.1K
RIL
227
Rothschild Investment LLC
Illinois
$3.97K
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$3.71K
PWMG
229
Private Wealth Management Group
New Jersey
$2.5K
SS
230
SBI Securities
Japan
$2.17K
Bessemer Group
231
Bessemer Group
New Jersey
$2K
SCM
232
Sterling Capital Management
North Carolina
$1.98K
NA
233
NewEdge Advisors
Louisiana
$1.82K
TFA
234
Toth Financial Advisory
Virginia
$1.73K
SIC
235
SJS Investment Consulting
Ohio
$1.7K
HNB
236
Huntington National Bank
Ohio
$1.62K
BAM
237
Bellevue Asset Management
Washington
$1.56K
AF
238
Allworth Financial
California
$1.42K
EWA
239
EverSource Wealth Advisors
Alabama
$1.24K
BIA
240
Bell Investment Advisors
California
$1.23K
PWM
241
Parkworth Wealth Management
California
$1.01K
TWD
242
True Wealth Design
Ohio
$910
LFG
243
Larson Financial Group
Missouri
$910
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$823
SC
245
Stephens Consulting
Michigan
$722
WCM
246
WealthTrak Capital Management
Virginia
$361
HCP
247
Hexagon Capital Partners
Arkansas
$274
BIG
248
Brooklyn Investment Group
New York
$246
IA
249
IFP Advisors
Florida
$217
CIAM
250
Caitong International Asset Management
Hong Kong
$72