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AvePoint

240 hedge funds and large institutions have $1.9B invested in AvePoint in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $2.43M

54% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 65

2.45% more ownership

Funds ownership: 57.14%59.59% (+2.4%)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

2% less funds holding

Funds holding: 245240 (-5)

15% less capital invested

Capital invested by funds: $2.24B → $1.9B (-$346M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
100
Reduced
65
Closed
49
Calls
$9.53M
Puts
$2.43M
Net Calls
+$7.09M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
176
Robeco Institutional Asset Management
Netherlands
$156K
X
177
Xponance
Pennsylvania
$155K +$1.19K +71 +0.7%
SOADOR
178
State of Alaska Department of Revenue
Alaska
$155K +$174K +10,344 New
ACM
179
Aquatic Capital Management
Illinois
$155K +$173K +10,310 New
Principal Financial Group
180
Principal Financial Group
Iowa
$153K -$4.69M -279,386 -96%
Stifel Financial
181
Stifel Financial
Missouri
$151K +$169K +10,056 New
EWA
182
EverSource Wealth Advisors
Alabama
$136K +$62.4K +3,718 +70%
US Bancorp
183
US Bancorp
Minnesota
$120K +$13.4K +800 +11%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$117K -$35.1K -2,093 -21%
CCA
185
Catalyst Capital Advisors
New York
$104K
Group One Trading
186
Group One Trading
Illinois
$83.9K -$13.7K -813 -13%
AB
187
Amalgamated Bank
New York
$66K
C
188
Covestor
United Kingdom
$63K +$5.68K +338 +9%
RA
189
RiverPark Advisors
New York
$62K -$19.8K -1,181 -22%
AAM
190
Advisors Asset Management
Colorado
$53.8K +$22.2K +1,324 +59%
QL
191
Quarry LP
New York
$50.8K +$3.64K +217 +7%
KBC Group
192
KBC Group
Belgium
$47K
VI
193
Vestcor Inc
New Brunswick, Canada
$45K +$50.6K +3,013 New
AAP
194
Arax Advisory Partners
Colorado
$44.5K +$46.5K +2,772 +1,451%
GI
195
GAMMA Investing
California
$43.7K +$1.11K +66 +2%
VCM
196
Versant Capital Management
Arizona
$34.3K +$1.88K +112 +5%
ACM
197
Aster Capital Management
United Arab Emirates
$31.1K +$30.4K +1,810 +699%
QCG
198
Quadrant Capital Group
Ohio
$29K +$32.4K +1,929 New
GRP
199
Global Retirement Partners
California
$26.5K +$29.6K +1,764 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$25.7K

AVPT Hedge Fund Activity: Q3 2025 in Review

240 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q3 2025, worth a combined $1.9B — down 15% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AVPT and 46 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 100 added.

The largest buyer was Anchor @ 65, adding an estimated $54.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $51.2M sold.

  • 240 institutional investors held AvePoint (AVPT) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.9B of AvePoint stock for Q3 2025, down 15% quarter-over-quarter.
  • 46 funds opened new AvePoint positions in Q3 2025 and 49 closed out, a net change of -3 holders.
  • The largest AvePoint buyer in Q3 2025 was Anchor @ 65, an estimated $54.5M added.
  • The largest AvePoint seller in Q3 2025 was Driehaus Capital Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q3 2025.