AVPT icon

AvePoint

250 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.61M
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$2.27K
Bessemer Group
227
Bessemer Group
New Jersey
$2K
SS
228
SBI Securities
Japan
$1.99K
BAM
229
Bellevue Asset Management
Washington
$1.71K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$1.54K
NA
231
NewEdge Advisors
Louisiana
$1.29K
HI
232
Harbour Investments
Wisconsin
$1.25K
NSIM
233
North Star Investment Management
Illinois
$1.08K
TPCW
234
TD Private Client Wealth
New York
$681
CFM
235
Cornerstone Financial Management
Massachusetts
$639
OC
236
Optima Capital
Oregon
$528
PWA
237
Physician Wealth Advisors
Utah
$514
BFS
238
Bare Financial Services
Pennsylvania
$500
GFA
239
Godfrey Financial Associates
New York
$347
KFAS
240
Keating Financial Advisory Services
Kansas
$292
PWAM
241
Private Wealth Asset Management
Iowa
$278
NL
242
Navalign LLC
California
$278
SIC
243
SJS Investment Consulting
Ohio
$264
KG
244
Kilter Group
New York
$251
SS
245
Sunbelt Securities
Texas
$236
CA
246
Clearstead Advisors
Ohio
$84
DF
247
Dunhill Financial
United Kingdom
$51
Macquarie Group
248
Macquarie Group
Australia
$14
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$14
NCGI
250
Next Century Growth Investors
Minnesota