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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
AB
151
ANB Bank
Colorado
$373K
UW
152
Unique Wealth
Florida
$355K
M1FG
153
Mach-1 Financial Group
Arkansas
$334K
CWM
154
CIBC World Markets
New York
$316K
IQI
155
Integrated Quantitative Investments
Washington
$311K
LPL Financial
156
LPL Financial
California
$310K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$295K
IC
158
IEQ Capital
California
$294K
VPIM
159
Vanguard Personalized Indexing Management
California
$293K
TRCT
160
Tower Research Capital (TRC)
New York
$288K
QCM
161
Quantinno Capital Management
New York
$286K
OAM
162
Oxford Asset Management
United Kingdom
$283K
EMPI
163
Elo Mutual Pension Insurance
Finland
$271K
AIP
164
Ameritas Investment Partners
Nebraska
$260K
VA
165
Vident Advisory
Georgia
$259K
SSA
166
Schonfeld Strategic Advisors
New York
$256K
HSBC Holdings
167
HSBC Holdings
United Kingdom
$250K
CC
168
Corton Capital
Ontario, Canada
$246K
BWP
169
Balboa Wealth Partners
Arizona
$243K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$240K
MAM
171
Martingale Asset Management
Massachusetts
$238K
BAM
172
Bosun Asset Management
Illinois
$234K
Mariner
173
Mariner
Kansas
$231K
HCMT
174
Highland Capital Management (Tennessee)
Tennessee
$231K
AWA
175
Arete Wealth Advisors
Illinois
$220K