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AvePoint

243 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
90
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$2.74K +$1.64K +85 +149%
NA
227
NewEdge Advisors
Louisiana
$2.34K -$97 -5 -4%
BIA
228
Bell Investment Advisors
California
$2.3K +$657 +34 +40%
SIC
229
SJS Investment Consulting
Ohio
$2.28K
HNB
230
Huntington National Bank
Ohio
$2.16K
BAM
231
Bellevue Asset Management
Washington
$2.09K
Bessemer Group
232
Bessemer Group
New Jersey
$2K
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$1.76K -$3.21K -166 -65%
PWM
234
Parkworth Wealth Management
California
$1.35K
TFA
235
Toth Financial Advisory
Virginia
$1.16K -$1.16K -60 -50%
SC
236
Swan Capital
Florida
$1.16K +$1.16K +60 New
IA
237
IFP Advisors
Florida
$1.1K -$217 -15 Closed
PS
238
Principal Securities
Iowa
$637 -$52.3K -2,710 -99%
BFS
239
Bare Financial Services
Pennsylvania
$502 +$502 +26 New
WCM
240
WealthTrak Capital Management
Virginia
$387 -$97 -5 -20%
KG
241
Kilter Group
New York
$348 +$348 +18 New
TPWA
242
Twin Peaks Wealth Advisors
California
$268 +$268 +18 New
SSG
243
Summit Securities Group
New York
$77 -$50.5K -2,623 -100%
Citadel Advisors
244
Citadel Advisors
Florida
-$3.7M -256,572 Closed
SCM
245
Semanteon Capital Management
Massachusetts
-$1.45M -100,112 Closed
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
-$1.25M -86,700 Closed
HF
247
HRT Financial
New York
-$1.17M -81,075 Closed
MIM
248
MetLife Investment Management
New Jersey
-$1.11M -76,803 Closed
Mirae Asset Global ETFs Holdings
249
Mirae Asset Global ETFs Holdings
Hong Kong
-$1.11M -76,639 Closed
Capital Fund Management (CFM)
250
Capital Fund Management (CFM)
France
-$1.03M -71,314 Closed