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AvePoint

255 hedge funds and large institutions have $1.26B invested in AvePoint in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.89% more ownership

Funds ownership: 60.44%61.32% (+0.89%)

31% less capital invested

Capital invested by funds: $1.81B → $1.26B (-$554M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.8M
Puts
$456K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
151
Balboa Wealth Partners
Arizona
$191K
ET
152
Entropy Technologies
New York
$191K
LIP
153
Lighthouse Investment Partners
Florida
$188K
TRCT
154
Tower Research Capital (TRC)
New York
$184K
AAM
155
Advisors Asset Management
Colorado
$179K
I
156
InceptionR
California
$175K
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$169K
HT
158
Headlands Technologies
Illinois
$160K
FRM
159
Fox Run Management
Connecticut
$159K
Victory Capital Management
160
Victory Capital Management
Texas
$148K
JG
161
Jain Global
New York
$144K
STA
162
Summit Trail Advisors
New York
$143K
EAM
163
Eventide Asset Management
Massachusetts
$142K
EWA
164
EverSource Wealth Advisors
Alabama
$137K
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$134K
BC
166
Bayforest Capital
United Kingdom
$132K
X
167
Xponance
Pennsylvania
$128K
N
168
Numerai
California
$123K
SFA
169
Sequoia Financial Advisors
Ohio
$118K
William Blair & Company
170
William Blair & Company
Illinois
$117K
CIP
171
Cornerstone Investment Partners
Georgia
$116K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$114K
AIP
173
Ameritas Investment Partners
Nebraska
$113K
EI
174
Ethic Inc
New York
$111K
DCP
175
DSM Capital Partners
Florida
$110K