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AvePoint

243 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, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
90
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
OIS
126
Okabena Investment Services
Minnesota
$780K +$780K +40,401 New
CI
127
Ceera Investments
Texas
$762K
ProShare Advisors
128
ProShare Advisors
Maryland
$727K +$12.3K +638 +2%
Cerity Partners
129
Cerity Partners
New York
$715K -$646K -33,429 -47%
Verition Fund Management
130
Verition Fund Management
Connecticut
$654K -$983K -50,918 -60%
ASRS
131
Arizona State Retirement System
Arizona
$629K +$58.7K +3,040 +10%
NICM
132
Neo Ivy Capital Management
New York
$626K +$626K +32,424 New
SCM
133
SVB Capital Management
California
$624K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$611K -$1.78M -92,276 -74%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$597K -$166K -8,600 -22%
PWAM
136
Papamarkou Wellner Asset Management
New York
$587K
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$582K +$29.7K +1,539 +5%
DIM
138
DC Investments Management
Virginia
$576K
VRS
139
Virginia Retirement Systems
Virginia
$554K +$23.2K +1,200 +4%
Osaic Holdings
140
Osaic Holdings
Arizona
$551K +$386K +23,377 +234%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$512K -$473K -24,512 -48%
Man Group
142
Man Group
United Kingdom
$479K +$479K +24,807 New
AF
143
Allworth Financial
California
$475K +$473K +24,494 +27,216%
KeyBank National Association
144
KeyBank National Association
Ohio
$473K +$59.6K +3,084 +14%
KK
145
KLP Kapitalforvaltning
Norway
$462K +$90.8K +4,700 +24%
OQS
146
Occudo Quantitative Strategies
Florida
$444K -$1.42M -73,415 -76%
M&T Bank
147
M&T Bank
New York
$437K +$11.5K +593 +3%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$430K +$225K +11,647 +110%
PTC
149
Petrus Trust Company
Texas
$390K -$283K -14,675 -42%
AB
150
ANB Bank
Colorado
$373K +$25.3K +1,309 +7%