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AvePoint

244 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

3% less funds holding

Funds holding: 252244 (-8)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82M
Puts
$7.37M
Net Calls
Net Calls Change

Top Buyers

1 +$70.6M
2 +$38.2M
3 +$29.5M
4
Franklin Resources
Franklin Resources
California
+$17.3M
5
Jennison Associates
Jennison Associates
New York
+$15.2M

Top Sellers

1 -$31.8M
2 -$20.7M
3 -$12.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.78M
CMF
77
Counterpoint Mutual Funds
California
$2.67M
Legal & General Group
78
Legal & General Group
United Kingdom
$2.6M
Jane Street
79
Jane Street
New York
$2.41M
Squarepoint
80
Squarepoint
New York
$2.24M
Calamos Advisors
81
Calamos Advisors
Illinois
$2.1M
SSIM
82
Sheets Smith Investment Management
Texas
$1.97M
Marshall Wace
83
Marshall Wace
United Kingdom
$1.95M
GIM
84
Granahan Investment Management
Massachusetts
$1.92M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.87M
Ameriprise
86
Ameriprise
Minnesota
$1.79M
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.77M
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$1.73M
Creative Planning
89
Creative Planning
Kansas
$1.65M
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.65M
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$1.6M
LCM
92
Legato Capital Management
California
$1.56M
IIM
93
INTECH Investment Management
Florida
$1.51M
NRD
94
Nebula Research & Development
New York
$1.48M
CP
95
CenterBook Partners
Connecticut
$1.46M
DFCM
96
Dark Forest Capital Management
Puerto Rico
$1.45M
Lazard Asset Management
97
Lazard Asset Management
New York
$1.44M
HCA
98
Harbor Capital Advisors
Illinois
$1.4M
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34M
SEI Investments
100
SEI Investments
Pennsylvania
$1.33M