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AvePoint

251 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,005% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $161K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 240251 (+11)

0.85% more ownership

Funds ownership: 59.59%60.44% (+0.85%)

4% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$84.5M)

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
104
Reduced
71
Closed
41
Calls
$6.61M
Puts
$161K
Net Calls
+$6.45M
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
Basecamp Wealth Advisors
Washington
$2.28K +$2.27K +164 New
TWD
227
True Wealth Design
Ohio
$2.27K +$414 +30 +23%
Bessemer Group
228
Bessemer Group
New Jersey
$2K
SS
229
SBI Securities
Japan
$1.99K +$28 +2 +1%
BAM
230
Bellevue Asset Management
Washington
$1.71K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$1.54K
NA
232
NewEdge Advisors
Louisiana
$1.29K -$207 -15 -14%
HI
233
Harbour Investments
Wisconsin
$1.25K +$1.24K +90 New
NSIM
234
North Star Investment Management
Illinois
$1.08K +$1.08K +78 New
TPCW
235
TD Private Client Wealth
New York
$681 +$677 +49 New
CFM
236
Cornerstone Financial Management
Massachusetts
$639 +$635 +46 New
OC
237
Optima Capital
Oregon
$528 +$525 +38 New
PWA
238
Physician Wealth Advisors
Utah
$514 +$511 +37 New
BFS
239
Bare Financial Services
Pennsylvania
$500 +$497 +36 New
GFA
240
Godfrey Financial Associates
New York
$347 +$345 +25 New
KFAS
241
Keating Financial Advisory Services
Kansas
$292 +$290 +21 New
PWAM
242
Private Wealth Asset Management
Iowa
$278
NL
243
Navalign LLC
California
$278 +$276 +20 New
SIC
244
SJS Investment Consulting
Ohio
$264 +$262 +19 New
KG
245
Kilter Group
New York
$251
SS
246
Sunbelt Securities
Texas
$236 +$235 +17 New
CA
247
Clearstead Advisors
Ohio
$84 -$1.01K -73 -92%
DF
248
Dunhill Financial
United Kingdom
$51 +$55 +4 New
Macquarie Group
249
Macquarie Group
Australia
$14 -$26.1M -1,892,890 -100%
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$14 +$14 +1 New