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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
Citigroup
101
Citigroup
New York
$1.29M -$759K -43,762 -39%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.28M +$183K +10,577 +19%
UBS AM
103
UBS AM
Illinois
$1.28M -$3.13M -180,330 -73%
DADC
104
D.A. Davidson & Co
Montana
$1.26M -$165K -9,502 -13%
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$1.25M +$992K +57,230 +753%
American Century Companies
106
American Century Companies
Missouri
$1.21M -$27.7K -1,598 -2%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$1.18M -$223K -12,882 -17%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$1.13M +$65.4K +3,772 +7%
SGAM
109
Smith Group Asset Management
Texas
$1.04M -$1.65K -95 -0.2%
BHCM
110
Brevan Howard Capital Management
Jersey
$1.04M -$281K -16,198 -23%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$1.03M +$211K +12,153 +30%
CAU
112
Caxton Associates (UK)
$981K +$459K +26,455 +109%
SO
113
STRS Ohio
Ohio
$952K -$90.2K -5,200 -10%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$939K +$176K +10,142 +26%
AIM
115
Aigen Investment Management
New York
$934K +$44.7K +2,580 +6%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$934K +$96.7K +5,576 +13%
MWM
117
Moran Wealth Management
Florida
$900K -$17.4K -1,006 -2%
TC
118
TwinBeech Capital
New York
$862K -$615K -35,448 -44%
EAM
119
Eventide Asset Management
Massachusetts
$859K +$771K +44,482 New
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 +$331K +19,075 +82%
HSA
123
Hussman Strategic Advisors
Maryland
$811K -$1.09M -63,000 -60%
SSA
124
Sierra Summit Advisors
Nevada
$804K +$722K +41,662 New
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$794K -$199K -11,475 -22%

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.