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AvePoint

242 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 89 reducing their positions, and 42 closing their positions.

Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
89
Closed
42
Calls
$5.19M
Puts
$7.37M
Net Calls
-$2.18M
Net Calls Change
-$4.07M
Name Market Value Shares Shares
Change
Shares
Change %
X
176
Xponance
Pennsylvania
$198K 10,263 +10,263 New
CIP
177
Cornerstone Investment Partners
Georgia
$195K 10,099 +4 +0%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$191K 9,869 +2,541 +35%
SG Americas Securities
179
SG Americas Securities
New York
$175K 9,087 -21,895 -71%
FDP
180
Financiere des Professionnels
Quebec, Canada
$161K 8,320 +8,320 New
US Bancorp
181
US Bancorp
Minnesota
$138K 7,162 -2,837 -28%
CCA
182
Catalyst Capital Advisors
New York
$133K 6,900
Group One Trading
183
Group One Trading
Illinois
$124K 6,401 -5,170 -45%
EWA
184
EverSource Wealth Advisors
Alabama
$103K 5,342 +5,256 +6,112%
RA
185
RiverPark Advisors
New York
$103K 5,314 +5,314 New
SPIA
186
Steward Partners Investment Advisory
New York
$90.8K 4,704 -679 -13%
AB
187
Amalgamated Bank
New York
$85K 4,406
C
188
Covestor
United Kingdom
$75K 3,884 -4,941 -56%
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$71.4K 3,697 -670 -15%
QL
190
Quarry LP
New York
$61.2K 3,170 -661 -17%
KBC Group
191
KBC Group
Belgium
$61K 3,154 -1,501 -32%
SOW
192
State of Wyoming
Wyoming
$59.6K 3,087 -24,041 -89%
GI
193
GAMMA Investing
California
$55K 2,846 +470 +20%
CA
194
CoreCap Advisors
Michigan
$45.4K 2,352 -46,955 -95%
Comerica Bank
195
Comerica Bank
Texas
$45K 2,329 +75 +3%
AAM
196
Advisors Asset Management
Colorado
$43.7K 2,263 +919 +68%
VCM
197
Versant Capital Management
Arizona
$41.9K 2,172
GIM
198
Glenmede Investment Management
Pennsylvania
$38.1K 1,974 +1,974 New
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$33.1K 1,712 +27 +2%
FFA
200
Farther Finance Advisors
California
$29.4K 1,520 +504 +50%