AVPT icon

AvePoint
AVPT

Overview Fund Activity

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.

Holders
238
Holders Change
+51
Holders Change %
+27.27%
% of All Funds
3.17%
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

Top Buyers

1
A6
1
Anchor @ 65
Singapore
$275M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$106M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$44.2M
4
PCM
4
Parsifal Capital Management
Connecticut
$36.4M
5
Raymond James Financial
5
Raymond James Financial
Florida
$18.1M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$16.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.1M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$4.37M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.97M
5
Walleye Capital
5
Walleye Capital
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
176
XTX Topco
Cayman Islands
$213K 12,924 -2,364 -15%
LPL Financial
177
LPL Financial
California
$211K 12,777 +2,242 +21%
VF
178
Virtu Financial
New York
$209K 12,635 +12,635 New
BWP
179
Balboa Wealth Partners
Arizona
$209K 12,641 +2,027 +19%
Victory Capital Management
180
Victory Capital Management
Texas
$206K 12,473 -85 -0.7%
CWM
181
CIBC World Markets
New York
$199K 12,054 +12,054 New
SEP
182
Southland Equity Partners
Missouri
$197K 11,961 +11,961 New
AWA
183
Arete Wealth Advisors
Illinois
$192K 11,650 -500 -4%
BBA
184
Baader Bank Aktiengesellschaft
Germany
$190K 11,500 +11,500 New
LAM
185
Longboard Asset Management
Arizona
$188K 11,416 +11,416 New
Mariner
186
Mariner
Kansas
$183K 11,059 +11,059 New
CIP
187
Cornerstone Investment Partners
Georgia
$181K 10,981 +10,981 New
US Bancorp
188
US Bancorp
Minnesota
$181K 10,974 -7,732 -41%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$169K 10,221 +10,221 New
CIAM
190
Caitong International Asset Management
Hong Kong
$165K 9,997 +9,997 New
William Blair & Company
191
William Blair & Company
Illinois
$125K 7,563 +1,500 +25%
SPIA
192
Steward Partners Investment Advisory
New York
$102K 6,151 -1,865 -23%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$72.8K 4,409 +1,010 +30%
AB
194
Amalgamated Bank
New York
$72K 4,391 – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$58K 3,499 +657 +23%
PS
196
Principal Securities
Iowa
$45.3K 2,743 +2,722 +12,962%
RS
197
R Squared
Hong Kong
$45.2K 2,735 +2,735 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$43.3K 2,625 – –
PHK
199
Point72 Hong Kong
Hong Kong
$39.6K 2,398 +2,398 New
Comerica Bank
200
Comerica Bank
Texas
$36K 2,180 +93 +4%
6 7
8
9 10