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AvePoint

238 hedge funds and large institutions have $1.7B invested in AvePoint in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

59% more capital invested

Capital invested by funds: $1.07B → $1.7B (+$632M)

57% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.5M

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

27% more funds holding

Funds holding: 187238 (+51)

6.46% more ownership

Funds ownership: 48.61%55.07% (+6.5%)

Holders
238
Holders Change
+51
Holders Change %
+27.27%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
69
Increased
84
Reduced
60
Closed
15
Calls
$16.4M
Puts
$10.5M
Net Calls
+$5.94M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
151
Sheaff Brock Investment Advisors
Indiana
$377K +$347K +22,844 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$376K +$532 +35 +0.2%
KK
153
KLP Kapitalforvaltning
Norway
$371K +$342K +22,500 New
VCM
154
Voleon Capital Management
California
$367K +$337K +22,202 New
M&T Bank
155
M&T Bank
New York
$354K +$325K +21,424 New
WP
156
Woodline Partners
California
$350K +$322K +21,188 New
IQI
157
Integrated Quantitative Investments
Washington
$337K +$310K +20,394 New
MC
158
MIG Capital
California
$312K +$287K +18,926 New
CC
159
Centiva Capital
New York
$311K +$104K +6,865 +57%
CC
160
Corton Capital
Ontario, Canada
$305K +$53.8K +3,543 +24%
UW
161
Unique Wealth
Florida
$303K
SPA
162
Sherbrooke Park Advisers
New York
$291K +$268K +17,651 New
ET
163
Entropy Technologies
New York
$291K +$65.3K +4,300 +32%
AB
164
ANB Bank
Colorado
$289K +$266K +17,496 New
PTC
165
Petrus Trust Company
Texas
$279K -$265K -17,441 -51%
TRCT
166
Tower Research Capital (TRC)
New York
$272K +$87.3K +5,745 +54%
EAM
167
Empirical Asset Management
Massachusetts
$264K +$243K +15,966 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$261K -$341K -22,466 -59%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$251K +$31.7K +2,089 +16%
HFM
170
Harvest Fund Management
China
$250K +$230K +15,114 +43,183%
HSBC Holdings
171
HSBC Holdings
United Kingdom
$247K -$12.3K -809 -5%
A
172
AlphaQuest
New York
$242K -$880K -57,952 -80%
KOCAA
173
Knights of Columbus Asset Advisors
Connecticut
$238K +$219K +14,407 New
DFCM
174
Dark Forest Capital Management
Puerto Rico
$237K +$218K +14,369 New
AIP
175
Ameritas Investment Partners
Nebraska
$222K +$15.8K +1,042 +8%