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AvePoint

251 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,005% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $161K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 240251 (+11)

0.85% more ownership

Funds ownership: 59.59%60.44% (+0.85%)

4% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$84.5M)

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
104
Reduced
71
Closed
41
Calls
$6.61M
Puts
$161K
Net Calls
+$6.45M
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
151
Lighthouse Investment Partners
Florida
$301K +$300K +21,700 New
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$297K +$132K +9,580 +81%
JG
153
Jain Global
New York
$290K -$571K -41,342 -66%
Mariner
154
Mariner
Kansas
$285K +$128K +9,250 +82%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$276K -$14.4M -1,041,889 -98%
MP
156
Mangrove Partners
Connecticut
$263K +$262K +18,969 New
UW
157
Unique Wealth
Florida
$255K
PA
158
PharVision Advisers
Florida
$247K -$37.9K -2,742 -13%
DS
159
DRW Securities
Illinois
$240K +$239K +17,282 New
IC
160
IEQ Capital
California
$239K +$238K +17,216 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$230K +$121K +8,772 +113%
ET
162
Entropy Technologies
New York
$225K +$223K +16,172 New
IQI
163
Integrated Quantitative Investments
Washington
$224K
EC
164
EntryPoint Capital
New York
$221K +$219K +15,875 New
JFG
165
Jefferies Financial Group
New York
$214K +$213K +15,432 New
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$208K +$210K +15,231 New
VRS
167
Virginia Retirement Systems
Virginia
$200K -$182K -13,200 -48%
SOW
168
State of Wyoming
Wyoming
$196K -$85.9K -6,217 -31%
BWP
169
Balboa Wealth Partners
Arizona
$194K +$19.7K +1,427 +11%
William Blair & Company
170
William Blair & Company
Illinois
$190K +$14.5K +1,050 +8%
NC
171
nVerses Capital
Florida
$189K +$188K +13,606 New
VPIM
172
Vanguard Personalized Indexing Management
California
$181K -$36.2K -2,617 -17%
Truist Financial
173
Truist Financial
North Carolina
$169K +$169K +12,201 New
AIP
174
Ameritas Investment Partners
Nebraska
$166K +$11.4K +824 +7%
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$165K +$20.9K +1,512 +15%