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AvePoint

248 hedge funds and large institutions have $1.82B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 70 reducing their positions, and 41 closing their positions.

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