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AvePoint

238 hedge funds and large institutions have $1.7B invested in AvePoint in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

59% more capital invested

Capital invested by funds: $1.07B → $1.7B (+$632M)

57% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.5M

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

27% more funds holding

Funds holding: 187238 (+51)

6.46% more ownership

Funds ownership: 48.61%55.07% (+6.5%)

Holders
238
Holders Change
+51
Holders Change %
+27.27%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
69
Increased
84
Reduced
60
Closed
15
Calls
$16.4M
Puts
$10.5M
Net Calls
+$5.94M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
176
XTX Topco
Cayman Islands
$213K -$35.9K -2,364 -15%
LPL Financial
177
LPL Financial
California
$211K +$34.1K +2,242 +21%
VF
178
Virtu Financial
New York
$209K +$192K +12,635 New
BWP
179
Balboa Wealth Partners
Arizona
$209K +$30.8K +2,027 +19%
Victory Capital Management
180
Victory Capital Management
Texas
$206K -$1.29K -85 -0.7%
CWM
181
CIBC World Markets
New York
$199K +$183K +12,054 New
SEP
182
Southland Equity Partners
Missouri
$197K +$182K +11,961 New
AWA
183
Arete Wealth Advisors
Illinois
$192K -$7.59K -500 -4%
BBA
184
Baader Bank Aktiengesellschaft
Germany
$190K +$175K +11,500 New
LAM
185
Longboard Asset Management
Arizona
$188K +$173K +11,416 New
Mariner
186
Mariner
Kansas
$183K +$168K +11,059 New
CIP
187
Cornerstone Investment Partners
Georgia
$181K +$167K +10,981 New
US Bancorp
188
US Bancorp
Minnesota
$181K -$117K -7,732 -41%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$169K +$155K +10,221 New
CIAM
190
Caitong International Asset Management
Hong Kong
$165K +$152K +9,997 New
William Blair & Company
191
William Blair & Company
Illinois
$125K +$22.8K +1,500 +25%
SPIA
192
Steward Partners Investment Advisory
New York
$102K -$28.3K -1,865 -23%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$72.8K +$15.3K +1,010 +30%
AB
194
Amalgamated Bank
New York
$72K
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$58K +$9.98K +657 +23%
PS
196
Principal Securities
Iowa
$45.3K +$41.3K +2,722 +12,962%
RS
197
R Squared
Hong Kong
$45.2K +$41.5K +2,735 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$43.3K
PHK
199
Point72 Hong Kong
Hong Kong
$39.6K +$36.4K +2,398 New
Comerica Bank
200
Comerica Bank
Texas
$36K +$1.41K +93 +4%