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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
Prudential Financial
126
Prudential Financial
New Jersey
$785K +$127K +7,320 +22%
OIS
127
Okabena Investment Services
Minnesota
$780K +$701K +40,401 New
CI
128
Ceera Investments
Texas
$762K
ProShare Advisors
129
ProShare Advisors
Maryland
$727K +$11.1K +638 +2%
Cerity Partners
130
Cerity Partners
New York
$715K -$580K -33,429 -47%
Verition Fund Management
131
Verition Fund Management
Connecticut
$654K -$883K -50,918 -60%
ASRS
132
Arizona State Retirement System
Arizona
$629K +$52.7K +3,040 +10%
NICM
133
Neo Ivy Capital Management
New York
$626K +$562K +32,424 New
SCM
134
SVB Capital Management
California
$624K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$611K -$1.6M -92,276 -74%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$597K -$149K -8,600 -22%
PWAM
137
Papamarkou Wellner Asset Management
New York
$587K
PFSRSONJ
138
Police & Firemen's Retirement System of New Jersey
New Jersey
$582K +$26.7K +1,539 +5%
DIM
139
DC Investments Management
Virginia
$576K
VRS
140
Virginia Retirement Systems
Virginia
$554K +$20.8K +1,200 +4%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$512K -$425K -24,512 -48%
Man Group
142
Man Group
United Kingdom
$479K +$430K +24,807 New
AF
143
Allworth Financial
California
$475K +$425K +24,494 +27,216%
KeyBank National Association
144
KeyBank National Association
Ohio
$473K +$53.5K +3,084 +14%
KK
145
KLP Kapitalforvaltning
Norway
$462K +$81.5K +4,700 +24%
OQS
146
Occudo Quantitative Strategies
Florida
$444K -$1.27M -73,415 -76%
M&T Bank
147
M&T Bank
New York
$437K +$10.3K +593 +3%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$430K +$202K +11,647 +110%
PTC
149
Petrus Trust Company
Texas
$390K -$254K -14,675 -42%
AB
150
ANB Bank
Colorado
$373K +$22.7K +1,309 +7%

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.