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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
151
Allianz Asset Management
Germany
$362K +$422K +25,100 New
CAU
152
Caxton Associates (UK)
$351K +$409K +24,323 New
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$346K +$18.8K +1,117 +5%
CC
154
Centiva Capital
New York
$336K +$73.9K +4,398 +23%
M&T Bank
155
M&T Bank
New York
$319K +$10.7K +634 +3%
KeyBank National Association
156
KeyBank National Association
Ohio
$309K +$359K +21,397 New
IQI
157
Integrated Quantitative Investments
Washington
$294K -$470 -28 -0.1%
CL
158
CSS LLC
Illinois
$289K +$336K +20,000 New
KK
159
KLP Kapitalforvaltning
Norway
$277K -$55.4K -3,300 -15%
DTL
160
Dynamic Technology Lab
Singapore
$276K +$321K +19,094 New
AI
161
Atom Investors
Texas
$271K -$1.44M -85,743 -82%
UW
162
Unique Wealth
Florida
$265K -$34 -2 -0%
AB
163
ANB Bank
Colorado
$260K +$8.95K +533 +3%
CC
164
Corton Capital
Ontario, Canada
$252K -$17.7K -1,055 -6%
AGM
165
Alpine Global Management
New York
$238K +$276K +16,452 New
CFM
166
Catalyst Funds Management
Australia
$230K +$267K +15,900 New
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$219K
KOCAA
168
Knights of Columbus Asset Advisors
Connecticut
$214K +$6.52K +388 +3%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$213K -$689 -41 -0.3%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$212K -$221K -13,150 -47%
YIH
171
Y-Intercept (HK)
Hong Kong
$206K +$240K +14,279 New
VI
172
Versor Investments
New York
$198K -$304K -18,100 -57%
AIP
173
Ameritas Investment Partners
Nebraska
$195K
IC
174
IEQ Capital
California
$189K +$219K +13,059 New
VA
175
Vident Advisory
Georgia
$187K +$218K +12,973 New

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.