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AvePoint

251 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,005% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $161K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 240251 (+11)

0.85% more ownership

Funds ownership: 59.59%60.44% (+0.85%)

4% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$84.5M)

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
104
Reduced
71
Closed
41
Calls
$6.61M
Puts
$161K
Net Calls
+$6.45M
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$160K +$20.7K +1,498 +15%
X
177
Xponance
Pennsylvania
$160K +$16.4K +1,188 +11%
WG
178
Winton Group
United Kingdom
$158K +$157K +11,400 New
AAM
179
Advisors Asset Management
Colorado
$158K +$108K +7,805 +218%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$154K +$154K +11,118 New
SOADOR
181
State of Alaska Department of Revenue
Alaska
$151K +$7.29K +528 +5%
EWA
182
EverSource Wealth Advisors
Alabama
$147K +$21.4K +1,551 +17%
TRCT
183
Tower Research Capital (TRC)
New York
$143K -$27.5K -1,991 -16%
ACM
184
Aquatic Capital Management
Illinois
$135K -$8.16K -591 -6%
SAM
185
Smartleaf Asset Management
Massachusetts
$130K +$115K +8,327 +872%
US Bancorp
186
US Bancorp
Minnesota
$120K +$9.78K +708 +9%
SOAM
187
SBI Okasan Asset Management
Japan
$112K +$111K +8,000 New
C
188
Covestor
United Kingdom
$109K +$49.8K +3,604 +85%
CCA
189
Catalyst Capital Advisors
New York
$95.8K
KBC Group
190
KBC Group
Belgium
$88K +$44.2K +3,202 +102%
Group One Trading
191
Group One Trading
Illinois
$67.4K -$10.2K -739 -13%
AB
192
Amalgamated Bank
New York
$64K +$2.93K +212 +5%
KAS
193
Kemnay Advisory Services
New York
$47K +$46.7K +3,383 New
Osaic Holdings
194
Osaic Holdings
Arizona
$42.3K -$198K -14,315 -82%
VI
195
Vestcor Inc
New Brunswick, Canada
$42K
GI
196
GAMMA Investing
California
$39.3K -$1.17K -85 -3%
KAS
197
Kestra Advisory Services
Texas
$27.7K +$27.6K +1,997 New
BNP Paribas Asset Management
198
BNP Paribas Asset Management
France
$25K +$7.65K +554 +44%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$24.7K +$898 +65 +4%
GRP
200
Global Retirement Partners
California
$24.1K -$414 -30 -2%