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AvePoint

252 hedge funds and large institutions have $1.57B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
50
Increased
97
Reduced
84
Closed
31
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
176
Quantinno Capital Management
New York
$180K +$180K +12,461 New
HCMT
177
Highland Capital Management (Tennessee)
Tennessee
$175K +$175K +12,089 New
AWA
178
Arete Wealth Advisors
Illinois
$169K +$1.01K +70 +0.6%
PA
179
PharVision Advisers
Florida
$168K +$168K +11,657 New
Mariner
180
Mariner
Kansas
$168K +$8.26K +572 +5%
Group One Trading
181
Group One Trading
Illinois
$167K -$355K -24,570 -68%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$153K +$5.43K +376 +4%
VPIM
183
Vanguard Personalized Indexing Management
California
$152K +$152K +10,552 New
CIP
184
Cornerstone Investment Partners
Georgia
$146K -$12.8K -886 -8%
US Bancorp
185
US Bancorp
Minnesota
$144K -$14.1K -975 -9%
Osaic Holdings
186
Osaic Holdings
Arizona
$144K -$338K -23,399 -70%
GC
187
Globeflex Capital
California
$136K +$134K +9,300 +10,690%
PA
188
Parallel Advisors
California
$134K +$116K +8,005 +630%
C
189
Covestor
United Kingdom
$127K +$123K +8,577 +3,458%
A
190
AlphaQuest
New York
$121K -$90.4K -6,259 -43%
TRCT
191
Tower Research Capital (TRC)
New York
$112K -$126K -8,750 -53%
Point72 Asset Management
192
Point72 Asset Management
Connecticut
$110K -$1.67M -115,736 -94%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$106K +$55.4K +3,829 +109%
CCA
194
Catalyst Capital Advisors
New York
$99.6K +$99.6K +6,900 New
William Blair & Company
195
William Blair & Company
Illinois
$87.6K -$21.7K -1,500 -20%
SPIA
196
Steward Partners Investment Advisory
New York
$77.7K -$11.1K -768 -12%
KBC Group
197
KBC Group
Belgium
$67K +$67K +4,655 New
QT
198
Quantbot Technologies
New York
$64.2K -$2.87M -198,627 -98%
AB
199
Amalgamated Bank
New York
$64K +$218 +15 +0.3%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$63.1K -$606 -42 -1%