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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
ProShare Advisors
126
ProShare Advisors
Maryland
$361K
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$356K
Canada Pension Plan Investment Board
128
Canada Pension Plan Investment Board
Ontario, Canada
$355K
IIM
129
INTECH Investment Management
Florida
$342K
Mariner
130
Mariner
Kansas
$340K
SCM
131
SVB Capital Management
California
$307K
KK
132
KLP Kapitalforvaltning
Norway
$300K
VIA
133
Vanguard Investments Australia
Australia
$298K
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$294K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$278K
KeyBank National Association
136
KeyBank National Association
Ohio
$271K
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$266K
HSBC Holdings
138
HSBC Holdings
United Kingdom
$262K
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$255K
MFS
140
Mirabella Financial Services
United Kingdom
$248K
M&T Bank
141
M&T Bank
New York
$247K
XT
142
XTX Topco
Cayman Islands
$244K
MP
143
Mangrove Partners
Connecticut
$243K
VPIM
144
Vanguard Personalized Indexing Management
California
$234K
CAU
145
Caxton Associates (UK)
$228K
Prudential Financial
146
Prudential Financial
New Jersey
$223K
ECM
147
Evergreen Capital Management
Washington
$208K
Truist Financial
148
Truist Financial
North Carolina
$197K
PWAM
149
Papamarkou Wellner Asset Management
New York
$193K
BWP
150
Balboa Wealth Partners
Arizona
$191K