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AvePoint

245 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $1.58B → $2.24B (+$665M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 53.85%57.14% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

4% less funds holding

Funds holding: 254245 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
92
Reduced
92
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$2.9K +$2.6K +150 New
TWD
227
True Wealth Design
Ohio
$2.82K +$1.44K +83 +132%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$2.74K +$1.47K +85 +149%
NA
229
NewEdge Advisors
Louisiana
$2.34K -$87 -5 -4%
BIA
230
Bell Investment Advisors
California
$2.3K +$590 +34 +40%
SIC
231
SJS Investment Consulting
Ohio
$2.28K
HNB
232
Huntington National Bank
Ohio
$2.16K
BAM
233
Bellevue Asset Management
Washington
$2.08K
Bessemer Group
234
Bessemer Group
New Jersey
$2K
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$1.76K -$2.88K -166 -65%
PWM
236
Parkworth Wealth Management
California
$1.35K
TFA
237
Toth Financial Advisory
Virginia
$1.16K -$1.04K -60 -50%
SC
238
Swan Capital
Florida
$1.16K +$1.04K +60 New
IA
239
IFP Advisors
Florida
$1.1K -$260 -15 Closed
PS
240
Principal Securities
Iowa
$637 -$47K -2,710 -99%
BFS
241
Bare Financial Services
Pennsylvania
$502 +$451 +26 New
WCM
242
WealthTrak Capital Management
Virginia
$387 -$87 -5 -20%
KG
243
Kilter Group
New York
$348 +$312 +18 New
TPWA
244
Twin Peaks Wealth Advisors
California
$268 +$312 +18 New
SSG
245
Summit Securities Group
New York
$77 -$45.5K -2,623 -100%
Citadel Advisors
246
Citadel Advisors
Florida
-$4.45M -256,572 Closed
SCM
247
Semanteon Capital Management
Massachusetts
-$1.45M -100,112 Closed
Balyasny Asset Management
248
Balyasny Asset Management
Illinois
-$1.25M -86,700 Closed
HF
249
HRT Financial
New York
-$1.17M -81,075 Closed
MIM
250
MetLife Investment Management
New Jersey
-$1.11M -76,803 Closed

AVPT Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q2 2025, worth a combined $2.24B — up 42% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVPT and 34 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 92 added.

The largest buyer was Invesco, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $28.5M.

  • 245 institutional investors held AvePoint (AVPT) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $2.24B of AvePoint stock for Q2 2025, up 42% quarter-over-quarter.
  • 34 funds opened new AvePoint positions in Q2 2025 and 41 closed out, a net change of -7 holders.
  • The largest AvePoint buyer in Q2 2025 was Invesco, an estimated $63.4M added.
  • The largest AvePoint seller in Q2 2025 was Millennium Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2025.