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AvePoint

255 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, 105 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: 60.44%61.32% (+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
255
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
PWMG
226
Private Wealth Management Group
New Jersey
$3.22K
TM
227
Torren Management
California
$2.81K
HNB
228
Huntington National Bank
Ohio
$2.58K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.33K
PWA
230
Physician Wealth Advisors
Utah
$1.88K
HI
231
Harbour Investments
Wisconsin
$1.77K
BWA
232
Basecamp Wealth Advisors
Washington
$1.56K
SS
233
SBI Securities
Japan
$1.47K
WPA
234
Wealth Preservation Advisors
Tennessee
$1.44K
QL
235
Quarry LP
New York
$1.23K
Bessemer Group
236
Bessemer Group
New Jersey
$1K
AW
237
Avion Wealth
Texas
$1K
MCM
238
MAI Capital Management
Ohio
$619
PFBT
239
Parkside Financial Bank & Trust
Missouri
$571
CFB
240
Cullen/Frost Bankers
Texas
$504
CFM
241
Cornerstone Financial Management
Massachusetts
$504
TPCW
242
TD Private Client Wealth
New York
$466
SIC
243
SJS Investment Consulting
Ohio
$324
KFAS
244
Keating Financial Advisory Services
Kansas
$304
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$276
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$247
GFA
247
Godfrey Financial Associates
New York
$238
PWAM
248
Private Wealth Asset Management
Iowa
$190
SS
249
Sunbelt Securities
Texas
$190
TPWA
250
Twin Peaks Wealth Advisors
California
$171