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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
BWP
151
Balboa Wealth Partners
Arizona
$191K +$68.7K +6,096 +44%
ET
152
Entropy Technologies
New York
$191K +$43.8K +3,891 +24%
LIP
153
Lighthouse Investment Partners
Florida
$188K -$22.1K -1,965 -9%
TRCT
154
Tower Research Capital (TRC)
New York
$184K +$102K +9,095 +89%
AAM
155
Advisors Asset Management
Colorado
$179K +$84K +7,455 +65%
I
156
InceptionR
California
$175K -$122K -10,829 -37%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$169K -$148K -13,154 -43%
HT
158
Headlands Technologies
Illinois
$160K +$190K +16,857 New
FRM
159
Fox Run Management
Connecticut
$159K -$244K -21,624 -56%
Victory Capital Management
160
Victory Capital Management
Texas
$148K -$1.79M -159,121 -91%
JG
161
Jain Global
New York
$144K -$64.4K -5,715 -27%
STA
162
Summit Trail Advisors
New York
$143K +$170K +15,071 New
EAM
163
Eventide Asset Management
Massachusetts
$142K +$170K +15,133 New
EWA
164
EverSource Wealth Advisors
Alabama
$137K +$42.4K +3,768 +36%
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$134K +$159K +14,085 New
BC
166
Bayforest Capital
United Kingdom
$132K +$156K +13,862 New
X
167
Xponance
Pennsylvania
$128K +$22.1K +1,965 +17%
N
168
Numerai
California
$123K +$145K +12,886 New
SFA
169
Sequoia Financial Advisors
Ohio
$118K +$140K +12,441 New
William Blair & Company
170
William Blair & Company
Illinois
$117K -$15.8K -1,400 -10%
CIP
171
Cornerstone Investment Partners
Georgia
$116K +$137K +12,205 New
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$114K +$135K +11,948 New
AIP
173
Ameritas Investment Partners
Nebraska
$113K
EI
174
Ethic Inc
New York
$111K +$131K +11,652 New
DCP
175
DSM Capital Partners
Florida
$110K +$131K +11,614 New