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AvePoint

253 hedge funds and large institutions have $1.26B invested in AvePoint in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.89% more ownership

Funds ownership: 60.42%61.31% (+0.89%)

31% less capital invested

Capital invested by funds: $1.81B → $1.26B (-$554M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.8M
Puts
$456K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TM
226
Torren Management
California
$2.81K
HNB
227
Huntington National Bank
Ohio
$2.58K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$2.33K
PWA
229
Physician Wealth Advisors
Utah
$1.88K
HI
230
Harbour Investments
Wisconsin
$1.77K
SS
231
SBI Securities
Japan
$1.47K
WPA
232
Wealth Preservation Advisors
Tennessee
$1.44K
QL
233
Quarry LP
New York
$1.23K
Bessemer Group
234
Bessemer Group
New Jersey
$1K
AW
235
Avion Wealth
Texas
$1K
MCM
236
MAI Capital Management
Ohio
$619
PFBT
237
Parkside Financial Bank & Trust
Missouri
$571
CFB
238
Cullen/Frost Bankers
Texas
$504
CFM
239
Cornerstone Financial Management
Massachusetts
$504
TPCW
240
TD Private Client Wealth
New York
$466
SIC
241
SJS Investment Consulting
Ohio
$324
KFAS
242
Keating Financial Advisory Services
Kansas
$304
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$276
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$247
GFA
245
Godfrey Financial Associates
New York
$238
PWAM
246
Private Wealth Asset Management
Iowa
$190
SS
247
Sunbelt Securities
Texas
$190
TPWA
248
Twin Peaks Wealth Advisors
California
$171
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$152
AAS
250
Ameritas Advisory Services
Nebraska
$67