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AvePoint

253 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, 104 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.89% more ownership

Funds ownership: 60.42%61.31% (+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
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.8M
Puts
$456K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$670K
American Century Companies
102
American Century Companies
Missouri
$663K
Cerity Partners
103
Cerity Partners
New York
$657K
SSA
104
Schonfeld Strategic Advisors
New York
$657K
TC
105
TwinBeech Capital
New York
$647K
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$638K
Universal-Beteiligungs- und Servicegesellschaft
107
Universal-Beteiligungs- und Servicegesellschaft
Germany
$602K
Wells Fargo
108
Wells Fargo
California
$596K
SGAM
109
Smith Group Asset Management
Texas
$591K
Connor, Clark & Lunn Investment Management (CC&L)
110
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$577K
DADC
111
D.A. Davidson & Co
Montana
$554K
EC
112
EntryPoint Capital
New York
$523K
VGA
113
Vanguard Global Advisers
Pennsylvania
$512K
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$507K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$492K
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
DFCM
118
Dark Forest Capital Management
Puerto Rico
$411K
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$404K
AIM
120
Aigen Investment Management
New York
$402K
Citigroup
121
Citigroup
New York
$394K
Pictet Asset Management
122
Pictet Asset Management
Switzerland
$393K
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$381K
ASRS
124
Arizona State Retirement System
Arizona
$366K
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$362K