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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
EGM
51
Engineers Gate Manager
New York
$3M -$490K -43,554 -12%
CLGM
52
Capitolis Liquid Global Markets
New York
$2.99M
Deutsche Bank
53
Deutsche Bank
Germany
$2.87M -$1.58M -140,610 -32%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.64M +$67.6K +6,000 +2%
UBS AM
55
UBS AM
Illinois
$2.57M -$42K -3,731 -1%
EI
56
EFG International
$2.44M -$156K -13,890 -5%
BCM
57
Brown Capital Management
Maryland
$2.26M -$484K -42,943 -15%
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.23M +$16.4K +1,453 +0.9%
YIH
59
Y-Intercept (HK)
Hong Kong
$2.21M +$1.19M +105,471 +83%
Raymond James Financial
60
Raymond James Financial
Florida
$2.12M -$15.9M -1,411,655 -86%
SEI Investments
61
SEI Investments
Pennsylvania
$2.04M +$691K +61,338 +40%
OQS
62
Occudo Quantitative Strategies
Florida
$2.02M +$472K +41,890 +25%
VCM
63
Voleon Capital Management
California
$1.97M +$1.67M +148,105 +252%
UBS Group
64
UBS Group
Switzerland
$1.94M -$2.43M -216,164 -51%
ISL
65
Ingalls & Snyder LLC
New York
$1.83M -$15.6K -1,385 -0.7%
Creative Planning
66
Creative Planning
Kansas
$1.81M +$1.16M +103,082 +118%
SGM
67
Scalar Gauge Management
Texas
$1.81M +$2.14M +190,000 New
BFM
68
Boothbay Fund Management
New York
$1.79M +$1.42M +126,222 +205%
AWM
69
Angeles Wealth Management
California
$1.78M +$2.11M +187,493 New
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$1.77M -$2.32M -206,384 -53%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.77M +$789K +70,100 +61%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.73M +$46.5K +4,128 +2%
Barclays
73
Barclays
United Kingdom
$1.58M -$2.12M -188,138 -53%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$351K +31,132 +25%
MF
75
Magnetar Financial
Illinois
$1.36M +$1.62M +143,421 New