We are live on ! Find out more
AVPT icon

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
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$670K +$25.1K +2,225 +3%
American Century Companies
102
American Century Companies
Missouri
$663K +$90.7K +8,050 +13%
Cerity Partners
103
Cerity Partners
New York
$657K +$177K +15,706 +29%
SSA
104
Schonfeld Strategic Advisors
New York
$657K -$1.14M -101,570 -60%
TC
105
TwinBeech Capital
New York
$647K +$767K +68,062 New
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$638K +$755K +67,062 New
Universal-Beteiligungs- und Servicegesellschaft
107
Universal-Beteiligungs- und Servicegesellschaft
Germany
$602K -$84.6K -7,509 -11%
Wells Fargo
108
Wells Fargo
California
$596K -$2.67M -237,363 -79%
SGAM
109
Smith Group Asset Management
Texas
$591K +$58.1K +5,155 +9%
Connor, Clark & Lunn Investment Management (CC&L)
110
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$577K -$224K -19,854 -25%
DADC
111
D.A. Davidson & Co
Montana
$554K -$66.3K -5,889 -9%
EC
112
EntryPoint Capital
New York
$523K +$441K +39,158 +247%
VGA
113
Vanguard Global Advisers
Pennsylvania
$512K +$607K +53,888 New
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$507K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$492K +$397K +35,220 +213%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$417K
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$413K +$65.7K +5,832 +16%
DFCM
118
Dark Forest Capital Management
Puerto Rico
$411K +$25.7K +2,284 +6%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$404K
AIM
120
Aigen Investment Management
New York
$402K -$380K -33,748 -44%
Citigroup
121
Citigroup
New York
$394K -$526K -46,706 -53%
Pictet Asset Management
122
Pictet Asset Management
Switzerland
$393K -$699K -62,062 -60%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$381K -$174K -15,423 -28%
ASRS
124
Arizona State Retirement System
Arizona
$366K +$1.71K +152 +0.4%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$362K