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AvePoint

255 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, 105 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

732% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $456K

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

2% more funds holding

Funds holding: 251255 (+4)

0.89% more ownership

Funds ownership: 60.44%61.32% (+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
255
Holders Change
+4
Holders Change %
+1.59%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
105
Reduced
75
Closed
44
Calls
$3.8M
Puts
$456K
Net Calls
+$3.34M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$361K -$44K -3,903 -9%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$356K -$420K -37,250 -50%
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$355K -$1.08M -96,200 -72%
IIM
129
INTECH Investment Management
Florida
$342K -$190K -16,876 -32%
Mariner
130
Mariner
Kansas
$340K +$171K +15,191 +74%
SCM
131
SVB Capital Management
California
$307K
KK
132
KLP Kapitalforvaltning
Norway
$300K +$24.8K +2,200 +8%
VIA
133
Vanguard Investments Australia
Australia
$298K +$353K +31,346 New
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$294K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$278K +$330K +29,270 New
KeyBank National Association
136
KeyBank National Association
Ohio
$271K -$80.2K -7,121 -20%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$266K +$130K +11,564 +76%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$262K +$89.7K +7,962 +40%
Pacer Advisors
139
Pacer Advisors
Pennsylvania
$256K +$62.1K +5,511 +26%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$255K +$11.9K +1,059 +4%
MFS
141
Mirabella Financial Services
United Kingdom
$248K +$294K +26,085 New
M&T Bank
142
M&T Bank
New York
$247K +$6.62K +588 +2%
XT
143
XTX Topco
Cayman Islands
$244K -$129K -11,452 -31%
MP
144
Mangrove Partners
Connecticut
$243K +$74.3K +6,602 +35%
VPIM
145
Vanguard Personalized Indexing Management
California
$234K +$130K +11,582 +89%
CAU
146
Caxton Associates (UK)
$228K +$270K +24,009 New
Prudential Financial
147
Prudential Financial
New Jersey
$223K +$264K +23,435 New
ECM
148
Evergreen Capital Management
Washington
$208K +$246K +21,838 New
Truist Financial
149
Truist Financial
North Carolina
$197K +$96.2K +8,542 +70%
PWAM
150
Papamarkou Wellner Asset Management
New York
$193K +$228K +20,270 New