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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
Citigroup
101
Citigroup
New York
$1.29M
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.28M
UBS AM
103
UBS AM
Illinois
$1.28M
DADC
104
D.A. Davidson & Co
Montana
$1.26M
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$1.25M
American Century Companies
106
American Century Companies
Missouri
$1.21M
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$1.18M
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$1.13M
SGAM
109
Smith Group Asset Management
Texas
$1.04M
BHCM
110
Brevan Howard Capital Management
Jersey
$1.04M
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$1.03M
CAU
112
Caxton Associates (UK)
$981K
SO
113
STRS Ohio
Ohio
$952K
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$939K
AIM
115
Aigen Investment Management
New York
$934K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$934K
MWM
117
Moran Wealth Management
Florida
$900K
TC
118
TwinBeech Capital
New York
$862K
EAM
119
Eventide Asset Management
Massachusetts
$859K
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$848K
SSWM
121
Sheets Smith Wealth Management
North Carolina
$840K
CC
122
Centiva Capital
New York
$818K
HSA
123
Hussman Strategic Advisors
Maryland
$811K
SSA
124
Sierra Summit Advisors
Nevada
$804K
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$794K