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AvePoint

253 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, 104 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: 60.42%61.31% (+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
253
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
ET
151
Entropy Technologies
New York
$191K
LIP
152
Lighthouse Investment Partners
Florida
$188K
TRCT
153
Tower Research Capital (TRC)
New York
$184K
AAM
154
Advisors Asset Management
Colorado
$179K
I
155
InceptionR
California
$175K
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$169K
HT
157
Headlands Technologies
Illinois
$160K
FRM
158
Fox Run Management
Connecticut
$159K
Victory Capital Management
159
Victory Capital Management
Texas
$148K
JG
160
Jain Global
New York
$144K
STA
161
Summit Trail Advisors
New York
$143K
EAM
162
Eventide Asset Management
Massachusetts
$142K
EWA
163
EverSource Wealth Advisors
Alabama
$137K
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$134K
BC
165
Bayforest Capital
United Kingdom
$132K
X
166
Xponance
Pennsylvania
$128K
N
167
Numerai
California
$123K
SFA
168
Sequoia Financial Advisors
Ohio
$118K
William Blair & Company
169
William Blair & Company
Illinois
$117K
CIP
170
Cornerstone Investment Partners
Georgia
$116K
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$114K
AIP
172
Ameritas Investment Partners
Nebraska
$113K
EI
173
Ethic Inc
New York
$111K
DCP
174
DSM Capital Partners
Florida
$110K
MFG
175
Merit Financial Group
Georgia
$110K