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AvePoint

251 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,005% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $161K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 240251 (+11)

0.85% more ownership

Funds ownership: 59.59%60.44% (+0.85%)

4% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$84.5M)

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
104
Reduced
71
Closed
41
Calls
$6.61M
Puts
$161K
Net Calls
+$6.45M
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
$892K -$5.07M -367,164 -85%
DADC
102
D.A. Davidson & Co
Montana
$891K -$11.2K -811 -1%
BFM
103
Boothbay Fund Management
New York
$857K +$337K +24,391 +65%
American Century Companies
104
American Century Companies
Missouri
$856K +$449K +32,528 +112%
VCM
105
Voleon Capital Management
California
$817K +$638K +46,168 +365%
SGAM
106
Smith Group Asset Management
Texas
$791K +$22.3K +1,613 +3%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$780K -$367K -26,600 -32%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$770K +$88.2K +6,387 +13%
OL
109
Odyssean LLC
Connecticut
$767K +$762K +55,197 New
MWM
110
Moran Wealth Management
Florida
$764K +$78.6K +5,692 +12%
LCM
111
Laurion Capital Management
New York
$751K +$747K +54,096 New
Cerity Partners
112
Cerity Partners
New York
$742K +$199K +14,379 +37%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$741K
IIM
114
INTECH Investment Management
Florida
$733K -$176K -12,771 -19%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$678K +$674K +48,802 New
WP
116
Woodline Partners
California
$669K +$666K +48,200 New
LPL Financial
117
LPL Financial
California
$622K -$109K -7,893 -15%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$610K
OIS
119
Okabena Investment Services
Minnesota
$604K -$47.4K -3,429 -7%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$590K -$592K -42,821 -50%
ProShare Advisors
121
ProShare Advisors
Maryland
$581K +$119K +8,602 +26%
JF
122
Jump Financial
Illinois
$576K -$630K -45,637 -52%
DFCM
123
Dark Forest Capital Management
Puerto Rico
$568K +$565K +40,903 New
LC
124
Lavelle Capital
California
$548K +$545K +39,440 New
SO
125
STRS Ohio
Ohio
$544K -$213K -15,400 -28%