AvePoint
AVPT
245 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 41 closing their positions.
42% more capital invested
Capital invested by funds: $1.58B → $2.24B (+$665M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3.29% more ownership
Funds ownership: 53.85% → 57.14% (+3.3%)
0% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 92
7% less call options, than puts
Call options by funds: $6.82M | Put options by funds: $7.37M
4% less funds holding
Funds holding: 254 → 245 (-9)
17% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$63.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.3M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$26.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$15.5M |
| 5 |
Jennison Associates
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$28.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.6M |
| 3 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$11.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$9.99M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$7.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
276
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$25.1K | -1,741 | Closed |
|
|
BAMF
277
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| – | -$25K | -1,735 | Closed |
|
|
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$12.4K | -819 | Closed |
|
|
SAM
279
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$6.17K | -422 | Closed |
|
280
Amundi
Paris,
France
| – | -$5.34K | -374 | Closed |
|
|
LFG
281
Larson Financial Group
St Louis,
Missouri
| – | -$910 | -63 | Closed |
|
|
SC
282
Stephens Consulting
Flint,
Michigan
| – | -$722 | -50 | Closed |
|
|
HCP
283
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$274 | -19 | Closed |
|
|
CIAM
284
Caitong International Asset Management
Hong Kong
| – | -$72 | -5 | Closed |
|
|
CCM
285
Coldstream Capital Management
Bellevue,
Washington
| – | -$58 | -4 | Closed |
|
AVPT Hedge Fund Activity: Q2 2025 in Review
245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q2 2025, worth a combined $2.24B — up 42% from $1.58B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of AVPT and 34 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 92 added.
The largest buyer was Invesco, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $28.5M.
- 245 institutional investors held AvePoint (AVPT) as of Q2 2025, down from 254 in Q1 2025.
- Funds reported $2.24B of AvePoint stock for Q2 2025, up 42% quarter-over-quarter.
- 34 funds opened new AvePoint positions in Q2 2025 and 41 closed out, a net change of -7 holders.
- The largest AvePoint buyer in Q2 2025 was Invesco, an estimated $63.4M added.
- The largest AvePoint seller in Q2 2025 was Millennium Management, an estimated $28.5M sold.
Based on aggregated 13F filings for Q2 2025.