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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

732% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $456K

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

2% more funds holding

Funds holding: 251255 (+4)

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
+4
Holders Change %
+1.59%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
105
Reduced
75
Closed
44
Calls
$3.8M
Puts
$456K
Net Calls
+$3.34M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
276
Verition Fund Management
Connecticut
-$469K -33,800 Closed
VA
277
Vident Advisory
Georgia
-$357K -25,690 Closed
GS
278
GWN Securities
Florida
-$344K -24,761 Closed
A
279
AlphaQuest
New York
-$342K -24,654 Closed
UW
280
Unique Wealth
Florida
-$255K -18,366 Closed
DS
281
DRW Securities
Illinois
-$240K -17,282 Closed
IQI
282
Integrated Quantitative Investments
Washington
-$224K -16,108 Closed
JFG
283
Jefferies Financial Group
New York
-$214K -15,432 Closed
NC
284
nVerses Capital
Florida
-$189K -13,606 Closed
Stifel Financial
285
Stifel Financial
Missouri
-$160K -11,554 Closed
WG
286
Winton Group
United Kingdom
-$158K -11,400 Closed
AB
287
Amalgamated Bank
New York
-$64K -4,618 Closed
KAS
288
Kemnay Advisory Services
New York
-$47K -3,383 Closed
VI
289
Vestcor Inc
New Brunswick, Canada
-$42K -3,013 Closed
KAS
290
Kestra Advisory Services
Texas
-$27.7K -1,997 Closed
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
-$11K -838 Closed
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
-$10.2K -734 Closed
ACM
293
Aster Capital Management
United Arab Emirates
-$2.46K -177 Closed
BAM
294
Bellevue Asset Management
Washington
-$1.71K -123 Closed
NA
295
NewEdge Advisors
Louisiana
-$1.29K -93 Closed
OC
296
Optima Capital
Oregon
-$528 -38 Closed
BFS
297
Bare Financial Services
Pennsylvania
-$500 -36 Closed
NL
298
Navalign LLC
California
-$278 -20 Closed
CA
299
Clearstead Advisors
Ohio
-$84 -6 Closed