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AvePoint

244 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, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% less call options, than puts

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

3% less funds holding

Funds holding: 252244 (-8)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82M
Puts
$7.37M
Net Calls
Net Calls Change

Top Buyers

1 +$70.6M
2 +$38.2M
3 +$29.5M
4
Franklin Resources
Franklin Resources
California
+$17.3M
5
Jennison Associates
Jennison Associates
New York
+$15.2M

Top Sellers

1 -$31.8M
2 -$20.7M
3 -$12.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$33.1K
FFA
202
Farther Finance Advisors
California
$29.4K
PA
203
Parallel Advisors
California
$26.8K
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$24.2K
MA
205
MCF Advisors
Kentucky
$24.1K
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$21K
BIG
207
Brooklyn Investment Group
New York
$17.2K
RIL
208
Rothschild Investment LLC
Illinois
$16.8K
MTC
209
Matrix Trust Company
Colorado
$15K
S
210
SignatureFD
Georgia
$12.1K
RA
211
Rise Advisors
New York
$11.5K
CA
212
Clearstead Advisors
Ohio
$7.55K
AAS
213
Ameritas Advisory Services
Nebraska
$6.95K
Jones Financial Companies
214
Jones Financial Companies
Missouri
$6.48K
HIM
215
Hillsdale Investment Management
Ontario, Canada
$6.37K
SS
216
SBI Securities
Japan
$6.29K
SCM
217
Sterling Capital Management
North Carolina
$6.2K
TWC
218
TD Waterhouse Canada
Ontario, Canada
$6.06K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$5.77K
WTA
220
Washington Trust Advisors
Massachusetts
$5.48K
ACM
221
Aster Capital Management
United Arab Emirates
$5K
Optiver Holding
222
Optiver Holding
Netherlands
$4.48K
AAP
223
Arax Advisory Partners
Colorado
$3.69K
PWMG
224
Private Wealth Management Group
New Jersey
$3.34K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$2.9K