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AvePoint

244 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

3% less funds holding

Funds holding: 252244 (-8)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82M
Puts
$7.37M
Net Calls
Net Calls Change

Top Buyers

1 +$70.6M
2 +$38.2M
3 +$29.5M
4
Franklin Resources
Franklin Resources
California
+$17.3M
5
Jennison Associates
Jennison Associates
New York
+$15.2M

Top Sellers

1 -$31.8M
2 -$20.7M
3 -$12.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
126
Prudential Financial
New Jersey
$785K
OIS
127
Okabena Investment Services
Minnesota
$780K
CI
128
Ceera Investments
Texas
$762K
ProShare Advisors
129
ProShare Advisors
Maryland
$727K
Cerity Partners
130
Cerity Partners
New York
$715K
Verition Fund Management
131
Verition Fund Management
Connecticut
$654K
ASRS
132
Arizona State Retirement System
Arizona
$629K
NICM
133
Neo Ivy Capital Management
New York
$626K
SCM
134
SVB Capital Management
California
$624K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$611K
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$597K
PWAM
137
Papamarkou Wellner Asset Management
New York
$587K
PFSRSONJ
138
Police & Firemen's Retirement System of New Jersey
New Jersey
$582K
DIM
139
DC Investments Management
Virginia
$576K
VRS
140
Virginia Retirement Systems
Virginia
$554K
Osaic Holdings
141
Osaic Holdings
Arizona
$551K
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$512K
Man Group
143
Man Group
United Kingdom
$479K
AF
144
Allworth Financial
California
$475K
KeyBank National Association
145
KeyBank National Association
Ohio
$473K
KK
146
KLP Kapitalforvaltning
Norway
$462K
OQS
147
Occudo Quantitative Strategies
Florida
$444K
M&T Bank
148
M&T Bank
New York
$437K
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$430K
PTC
150
Petrus Trust Company
Texas
$390K