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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$184K -$605 -36 -0.3%
BWP
177
Balboa Wealth Partners
Arizona
$183K +$386 +23 +0.2%
QCM
178
Quantinno Capital Management
New York
$180K +$209K +12,461 New
HCMT
179
Highland Capital Management (Tennessee)
Tennessee
$175K +$203K +12,089 New
AWA
180
Arete Wealth Advisors
Illinois
$169K +$1.18K +70 +0.6%
PA
181
PharVision Advisers
Florida
$168K +$196K +11,657 New
Mariner
182
Mariner
Kansas
$168K +$9.61K +572 +5%
Group One Trading
183
Group One Trading
Illinois
$167K -$413K -24,570 -68%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$153K +$6.32K +376 +4%
VPIM
185
Vanguard Personalized Indexing Management
California
$152K +$177K +10,552 New
CIP
186
Cornerstone Investment Partners
Georgia
$146K -$14.9K -886 -8%
US Bancorp
187
US Bancorp
Minnesota
$144K -$16.4K -975 -9%
Osaic Holdings
188
Osaic Holdings
Arizona
$144K -$393K -23,399 -70%
GC
189
Globeflex Capital
California
$136K +$156K +9,300 +10,690%
PA
190
Parallel Advisors
California
$134K +$134K +8,005 +630%
C
191
Covestor
United Kingdom
$127K +$144K +8,577 +3,458%
A
192
AlphaQuest
New York
$121K -$105K -6,259 -43%
TRCT
193
Tower Research Capital (TRC)
New York
$112K -$147K -8,750 -53%
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$110K -$1.94M -115,736 -94%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$106K +$64.3K +3,829 +109%
CCA
196
Catalyst Capital Advisors
New York
$99.6K +$116K +6,900 New
William Blair & Company
197
William Blair & Company
Illinois
$87.5K -$25.2K -1,500 -20%
SPIA
198
Steward Partners Investment Advisory
New York
$77.7K -$12.9K -768 -12%
KBC Group
199
KBC Group
Belgium
$67K +$78.2K +4,655 New
QT
200
Quantbot Technologies
New York
$64.2K -$3.34M -198,627 -98%

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.