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AvePoint

187 hedge funds and large institutions have $1.07B invested in AvePoint in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

39% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 54

23% more capital invested

Capital invested by funds: $873M → $1.07B (+$199M)

7% more funds holding

Funds holding: 174187 (+13)

3.37% more ownership

Funds ownership: 45.24%48.61% (+3.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less call options, than puts

Call options by funds: $7.84M | Put options by funds: $18.1M

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
75
Reduced
54
Closed
21
Calls
$7.84M
Puts
$18.1M
Net Calls
-$10.2M
Net Calls Change
+$9.57M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$71.4K -$43.8K -4,000 -40%
AB
152
Amalgamated Bank
New York
$52K
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$40K +$11.1K +1,017 +43%
PD
154
Point72 (DIFC)
United Arab Emirates
$38.2K -$300K -27,378 -89%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$33K +$27.8K +2,537 +832%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$30.9K +$1.18K +108 +4%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$28.9K +$26.9K +2,456 New
Comerica Bank
158
Comerica Bank
Texas
$24.6K +$898 +82 +4%
QCG
159
Quadrant Capital Group
Ohio
$21.5K -$2.25K -205 -10%
GI
160
GAMMA Investing
California
$20.3K +$7.63K +697 +68%
PA
161
Parallel Advisors
California
$15K +$405 +37 +3%
PAS
162
Point72 Asia (Singapore)
Singapore
$13.4K -$259K -23,605 -95%
ACM
163
Aster Capital Management
United Arab Emirates
$10K +$9.34K +853 New
LC
164
Lindbrook Capital
California
$9.66K +$252 +23 +3%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$6.77K +$6.43K +587 New
SAM
166
Smartleaf Asset Management
Massachusetts
$4.1K -$351 -32 -8%
WTA
167
Washington Trust Advisors
Massachusetts
$3.34K
CPA
168
Capital Performance Advisors
California
$3.01K +$2.8K +256 New
S
169
SignatureFD
Georgia
$2.55K +$964 +88 +68%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$2.19K +$2.04K +186 New
RIL
171
Rothschild Investment LLC
Illinois
$2.06K +$1.09K +100 +133%
PWMG
172
Private Wealth Management Group
New Jersey
$2.04K
SCM
173
Sterling Capital Management
North Carolina
$1.52K +$1.41K +129 New
TFA
174
Toth Financial Advisory
Virginia
$1.41K +$1.31K +120 New
BAM
175
Bellevue Asset Management
Washington
$1.27K