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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$1.02M +$488K +29,034 +70%
BHCM
102
Brevan Howard Capital Management
Jersey
$1.01M +$751K +44,692 +177%
EAM
103
EFG Asset Management
Oregon
$1,000K +$1.16M +69,072 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$980K -$6.63K -395 -0.6%
MAM
105
Martingale Asset Management
Massachusetts
$980K -$114K -6,800 -9%
NRD
106
Nebula Research & Development
New York
$978K +$305K +18,127 +37%
JF
107
Jump Financial
Illinois
$964K -$2.65M -157,746 -70%
American Century Companies
108
American Century Companies
Missouri
$930K +$493K +29,365 +84%
HCA
109
Harbor Capital Advisors
Illinois
$928K -$959K -57,090 -47%
CF
110
Corebridge Financial
Texas
$911K -$15.7K -935 -1%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$806K +$72.5K +4,317 +8%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$794K -$82.5K -4,909 -8%
SO
113
STRS Ohio
Ohio
$787K +$40.3K +2,400 +5%
SGAM
114
Smith Group Asset Management
Texas
$780K +$2.82K +168 +0.3%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$760K
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$737K +$857K +51,034 New
CA
117
CoreCap Advisors
Michigan
$712K +$119K +7,110 +17%
Creative Planning
118
Creative Planning
Kansas
$706K +$362K +21,556 +79%
MWM
119
Moran Wealth Management
Florida
$688K -$32.6K -1,941 -4%
AIM
120
Aigen Investment Management
New York
$661K +$111K +6,621 +17%
SSA
121
Schonfeld Strategic Advisors
New York
$660K -$1.34M -79,522 -63%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$634K
SSWM
123
Sheets Smith Wealth Management
North Carolina
$628K
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$618K +$200K +11,919 +39%
PWM
125
Pinnacle Wealth Management
California
$609K +$708K +42,150 New

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.