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AvePoint

252 hedge funds and large institutions have $1.57B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.48% less ownership

Funds ownership: 55.07%53.58% (-1.5%)

8% less capital invested

Capital invested by funds: $1.7B → $1.57B (-$135M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.45M
Puts
$7.56M
Net Calls
Net Calls Change

Top Sellers

1 -$15.4M
2 -$14M
3 -$10.9M
4
SST
S Squared Technology
New York
-$9.44M
5
NICM
Neo Ivy Capital Management
New York
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
101
Brevan Howard Capital Management
Jersey
$1.01M
EAM
102
EFG Asset Management
Oregon
$1,000K
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$980K
MAM
104
Martingale Asset Management
Massachusetts
$980K
NRD
105
Nebula Research & Development
New York
$978K
JF
106
Jump Financial
Illinois
$964K
American Century Companies
107
American Century Companies
Missouri
$930K
HCA
108
Harbor Capital Advisors
Illinois
$928K
CF
109
Corebridge Financial
Texas
$911K
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$806K
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$794K
SO
112
STRS Ohio
Ohio
$787K
SGAM
113
Smith Group Asset Management
Texas
$780K
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
$760K
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$737K
CA
116
CoreCap Advisors
Michigan
$712K
Creative Planning
117
Creative Planning
Kansas
$706K
MWM
118
Moran Wealth Management
Florida
$688K
AIM
119
Aigen Investment Management
New York
$661K
SSA
120
Schonfeld Strategic Advisors
New York
$660K
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$634K
SSWM
122
Sheets Smith Wealth Management
North Carolina
$628K
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$618K
PWM
124
Pinnacle Wealth Management
California
$609K
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$602K