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AvePoint

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.

New
Increased
Maintained
Reduced
Closed

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: 45 (+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: 254245 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
92
Reduced
92
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.78M -$936 -54 -0%
CMF
77
Counterpoint Mutual Funds
California
$2.67M +$1.92M +110,803 +405%
Legal & General Group
78
Legal & General Group
United Kingdom
$2.6M +$189K +10,907 +9%
Jane Street
79
Jane Street
New York
$2.41M -$4M -230,931 -65%
Squarepoint
80
Squarepoint
New York
$2.24M -$4.62M -266,661 -70%
Calamos Advisors
81
Calamos Advisors
Illinois
$2.1M -$577K -33,288 -23%
SSIM
82
Sheets Smith Investment Management
Texas
$1.97M -$3.92K -226 -0.2%
Marshall Wace
83
Marshall Wace
United Kingdom
$1.95M -$7.54M -434,770 -81%
GIM
84
Granahan Investment Management
Massachusetts
$1.92M -$197K -11,356 -10%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.87M +$29K +1,670 +2%
Ameriprise
86
Ameriprise
Minnesota
$1.79M +$997K +57,495 +164%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.77M +$336K +19,383 +27%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$1.73M +$198K +11,400 +15%
Creative Planning
89
Creative Planning
Kansas
$1.65M +$634K +36,542 +75%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.65M +$775K +44,719 +110%
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 +$151K +8,725 +13%
CP
95
CenterBook Partners
Connecticut
$1.46M -$375K -21,641 -22%
DFCM
96
Dark Forest Capital Management
Puerto Rico
$1.45M -$14.8K -851 -1%
Lazard Asset Management
97
Lazard Asset Management
New York
$1.44M +$1.3M +74,811 New
HCA
98
Harbor Capital Advisors
Illinois
$1.4M +$141K +8,126 +13%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34M +$23.9K +1,378 +2%
SEI Investments
100
SEI Investments
Pennsylvania
$1.33M -$406K -23,412 -25%

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.