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AvePoint

243 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, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
90
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
UW
151
Unique Wealth
Florida
$355K
M1FG
152
Mach-1 Financial Group
Arkansas
$334K +$334K +17,286 New
CWM
153
CIBC World Markets
New York
$316K -$236K -12,199 -43%
IQI
154
Integrated Quantitative Investments
Washington
$311K -$82.2K -4,258 -21%
LPL Financial
155
LPL Financial
California
$310K +$63.9K +3,311 +26%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$295K +$295K +15,276 New
IC
157
IEQ Capital
California
$294K +$41.7K +2,160 +17%
VPIM
158
Vanguard Personalized Indexing Management
California
$293K +$89.4K +4,630 +44%
TRCT
159
Tower Research Capital (TRC)
New York
$288K +$139K +7,210 +93%
QCM
160
Quantinno Capital Management
New York
$286K +$44.9K +2,325 +19%
OAM
161
Oxford Asset Management
United Kingdom
$283K +$283K +14,661 New
EMPI
162
Elo Mutual Pension Insurance
Finland
$271K +$271K +14,049 New
AIP
163
Ameritas Investment Partners
Nebraska
$260K
VA
164
Vident Advisory
Georgia
$259K +$8.9K +461 +4%
SSA
165
Schonfeld Strategic Advisors
New York
$256K -$627K -32,447 -71%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$250K -$39.2K -2,022 -14%
CC
167
Corton Capital
Ontario, Canada
$246K -$90.1K -4,665 -27%
BWP
168
Balboa Wealth Partners
Arizona
$243K -$2.03K -105 -0.8%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$240K -$53K -2,743 -18%
MAM
170
Martingale Asset Management
Massachusetts
$238K -$1.07M -55,504 -82%
BAM
171
Bosun Asset Management
Illinois
$234K +$234K +12,102 New
Mariner
172
Mariner
Kansas
$231K +$6.64K +344 +3%
HCMT
173
Highland Capital Management (Tennessee)
Tennessee
$231K -$2.88K -149 -1%
AWA
174
Arete Wealth Advisors
Illinois
$220K -$6.77K -350 -3%
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
$205K -$79.5K -4,116 -28%