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AvePoint

245 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $1.58B → $2.24B (+$665M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 53.85%57.14% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

4% less funds holding

Funds holding: 254245 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
92
Reduced
92
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$372K +$161K +9,284 +93%
UW
152
Unique Wealth
Florida
$355K
M1FG
153
Mach-1 Financial Group
Arkansas
$334K +$300K +17,286 New
CWM
154
CIBC World Markets
New York
$316K -$212K -12,199 -43%
IQI
155
Integrated Quantitative Investments
Washington
$311K -$73.8K -4,258 -21%
LPL Financial
156
LPL Financial
California
$310K +$57.4K +3,311 +26%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$295K +$265K +15,276 New
IC
158
IEQ Capital
California
$294K +$37.5K +2,160 +17%
VPIM
159
Vanguard Personalized Indexing Management
California
$293K +$80.3K +4,630 +44%
TRCT
160
Tower Research Capital (TRC)
New York
$288K +$125K +7,210 +93%
QCM
161
Quantinno Capital Management
New York
$286K +$40.3K +2,325 +19%
OAM
162
Oxford Asset Management
United Kingdom
$283K +$254K +14,661 New
EMPI
163
Elo Mutual Pension Insurance
Finland
$271K +$244K +14,049 New
AIP
164
Ameritas Investment Partners
Nebraska
$260K
VA
165
Vident Advisory
Georgia
$259K +$7.99K +461 +4%
SSA
166
Schonfeld Strategic Advisors
New York
$256K -$563K -32,447 -71%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$250K -$35.1K -2,022 -14%
CC
168
Corton Capital
Ontario, Canada
$246K -$80.9K -4,665 -27%
BWP
169
Balboa Wealth Partners
Arizona
$243K -$1.82K -105 -0.8%
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$240K -$47.6K -2,743 -18%
MAM
171
Martingale Asset Management
Massachusetts
$238K -$962K -55,504 -82%
BAM
172
Bosun Asset Management
Illinois
$234K +$210K +12,102 New
Mariner
173
Mariner
Kansas
$231K +$5.96K +344 +3%
HCMT
174
Highland Capital Management (Tennessee)
Tennessee
$231K -$2.58K -149 -1%
AWA
175
Arete Wealth Advisors
Illinois
$220K -$6.07K -350 -3%

AVPT Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q2 2025, worth a combined $2.24B — up 42% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVPT and 34 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 92 added.

The largest buyer was Invesco, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $28.5M.

  • 245 institutional investors held AvePoint (AVPT) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $2.24B of AvePoint stock for Q2 2025, up 42% quarter-over-quarter.
  • 34 funds opened new AvePoint positions in Q2 2025 and 41 closed out, a net change of -7 holders.
  • The largest AvePoint buyer in Q2 2025 was Invesco, an estimated $63.4M added.
  • The largest AvePoint seller in Q2 2025 was Millennium Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2025.