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AvePoint

243 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
35
Increased
91
Reduced
90
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Robeco Institutional Asset Management
176
Robeco Institutional Asset Management
Netherlands
$201K +$201K +10,385 New
X
177
Xponance
Pennsylvania
$198K +$198K +10,263 New
CIP
178
Cornerstone Investment Partners
Georgia
$195K +$77 +4 +0%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$191K +$49.2K +2,541 +35%
SG Americas Securities
180
SG Americas Securities
New York
$175K -$422K -21,895 -71%
FDP
181
Financiere des Professionnels
Quebec, Canada
$161K +$161K +8,320 New
US Bancorp
182
US Bancorp
Minnesota
$138K -$54.8K -2,837 -28%
CCA
183
Catalyst Capital Advisors
New York
$133K
Group One Trading
184
Group One Trading
Illinois
$124K -$99.8K -5,170 -45%
EWA
185
EverSource Wealth Advisors
Alabama
$103K +$101K +5,256 +6,112%
RA
186
RiverPark Advisors
New York
$103K +$103K +5,314 New
SPIA
187
Steward Partners Investment Advisory
New York
$90.8K -$13.1K -679 -13%
AB
188
Amalgamated Bank
New York
$85K
C
189
Covestor
United Kingdom
$75K -$95.4K -4,941 -56%
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$71.4K -$12.9K -670 -15%
QL
191
Quarry LP
New York
$61.2K -$12.8K -661 -17%
KBC Group
192
KBC Group
Belgium
$61K -$29K -1,501 -32%
SOW
193
State of Wyoming
Wyoming
$59.6K -$464K -24,041 -89%
GI
194
GAMMA Investing
California
$55K +$9.08K +470 +20%
CA
195
CoreCap Advisors
Michigan
$45.4K -$907K -46,955 -95%
Comerica Bank
196
Comerica Bank
Texas
$45K +$1.45K +75 +3%
AAM
197
Advisors Asset Management
Colorado
$43.7K +$17.7K +919 +68%
VCM
198
Versant Capital Management
Arizona
$41.9K
GIM
199
Glenmede Investment Management
Pennsylvania
$38.1K +$38.1K +1,974 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$33.1K +$521 +27 +2%