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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

732% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $456K

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

2% more funds holding

Funds holding: 251255 (+4)

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
+4
Holders Change %
+1.59%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
105
Reduced
75
Closed
44
Calls
$3.8M
Puts
$456K
Net Calls
+$3.34M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
176
Merit Financial Group
Georgia
$110K +$131K +11,600 New
Robeco Institutional Asset Management
177
Robeco Institutional Asset Management
Netherlands
$109K -$4.87K -432 -4%
LPL Financial
178
LPL Financial
California
$108K -$376K -33,429 -75%
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$106K
SOADOR
180
State of Alaska Department of Revenue
Alaska
$103K
Principal Financial Group
181
Principal Financial Group
Iowa
$102K +$121K +10,757 New
PA
182
PharVision Advisers
Florida
$102K -$79.5K -7,055 -40%
Capstone Investment Advisors
183
Capstone Investment Advisors
New York
$102K +$120K +10,686 New
TSS
184
Two Sigma Securities
New York
$99.3K +$118K +10,437 New
SOAM
185
SBI Okasan Asset Management
Japan
$75K
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$73K -$713K -63,314 -89%
CIAM
187
Caitong International Asset Management
Hong Kong
$61.6K +$73K +6,482 New
VCM
188
Versant Capital Management
Arizona
$60.3K +$52.3K +4,648 +274%
C
189
Covestor
United Kingdom
$60K -$17.3K -1,532 -20%
KBC Group
190
KBC Group
Belgium
$60K
Simplex Trading
191
Simplex Trading
Illinois
$49K +$40.9K +3,632 +238%
S
192
SignatureFD
Georgia
$44K +$40.1K +3,563 +335%
Osaic Holdings
193
Osaic Holdings
Arizona
$33.4K +$5.26K +467 +15%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$31K +$31.2K +2,772 +544%
GI
195
GAMMA Investing
California
$28.6K +$2.08K +185 +7%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$28.3K +$30.3K +2,689 +934%
US Bancorp
197
US Bancorp
Minnesota
$28.2K -$64.3K -5,708 -66%
LFG
198
Larson Financial Group
Missouri
$26.8K +$31.7K +2,815 New
QCG
199
Quadrant Capital Group
Ohio
$23.7K +$8.72K +774 +45%
AF
200
Allworth Financial
California
$23K +$11.9K +1,061 +78%