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AvePoint

245 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $1.58B → $2.24B (+$665M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 53.85%57.14% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

7% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $7.37M

4% less funds holding

Funds holding: 254245 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
92
Reduced
92
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$205K -$71.4K -4,116 -28%
Robeco Institutional Asset Management
177
Robeco Institutional Asset Management
Netherlands
$201K +$180K +10,385 New
X
178
Xponance
Pennsylvania
$198K +$178K +10,263 New
CIP
179
Cornerstone Investment Partners
Georgia
$195K +$69 +4 +0%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$191K +$44.1K +2,541 +35%
SG Americas Securities
181
SG Americas Securities
New York
$175K -$380K -21,895 -71%
FDP
182
Financiere des Professionnels
Quebec, Canada
$161K +$144K +8,320 New
US Bancorp
183
US Bancorp
Minnesota
$138K -$49.2K -2,837 -28%
CCA
184
Catalyst Capital Advisors
New York
$133K
Group One Trading
185
Group One Trading
Illinois
$124K -$89.6K -5,170 -45%
EWA
186
EverSource Wealth Advisors
Alabama
$103K +$91.1K +5,256 +6,112%
RA
187
RiverPark Advisors
New York
$103K +$92.1K +5,314 New
SPIA
188
Steward Partners Investment Advisory
New York
$90.8K -$11.8K -679 -13%
AB
189
Amalgamated Bank
New York
$85K
C
190
Covestor
United Kingdom
$75K -$85.7K -4,941 -56%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$71.4K -$11.6K -670 -15%
QL
192
Quarry LP
New York
$61.2K -$11.5K -661 -17%
KBC Group
193
KBC Group
Belgium
$61K -$26K -1,501 -32%
SOW
194
State of Wyoming
Wyoming
$59.6K -$417K -24,041 -89%
GI
195
GAMMA Investing
California
$55K +$8.15K +470 +20%
CA
196
CoreCap Advisors
Michigan
$45.4K -$814K -46,955 -95%
Comerica Bank
197
Comerica Bank
Texas
$45K +$1.3K +75 +3%
AAM
198
Advisors Asset Management
Colorado
$43.7K +$15.9K +919 +68%
VCM
199
Versant Capital Management
Arizona
$41.9K
GIM
200
Glenmede Investment Management
Pennsylvania
$38.1K +$34.2K +1,974 New

AVPT Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q2 2025, worth a combined $2.24B — up 42% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVPT and 34 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 92 added.

The largest buyer was Invesco, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $28.5M.

  • 245 institutional investors held AvePoint (AVPT) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $2.24B of AvePoint stock for Q2 2025, up 42% quarter-over-quarter.
  • 34 funds opened new AvePoint positions in Q2 2025 and 41 closed out, a net change of -7 holders.
  • The largest AvePoint buyer in Q2 2025 was Invesco, an estimated $63.4M added.
  • The largest AvePoint seller in Q2 2025 was Millennium Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2025.