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AvePoint

255 hedge funds and large institutions have $1.26B invested in AvePoint in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

732% more call options, than puts

Call options by funds: $3.8M | Put options by funds: $456K

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

2% more funds holding

Funds holding: 251255 (+4)

0.89% more ownership

Funds ownership: 60.44%61.32% (+0.89%)

31% less capital invested

Capital invested by funds: $1.81B → $1.26B (-$554M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
255
Holders Change
+4
Holders Change %
+1.59%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
52
Increased
105
Reduced
75
Closed
44
Calls
$3.8M
Puts
$456K
Net Calls
+$3.34M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$22.7K +$6.66K +591 +33%
Optiver Holding
202
Optiver Holding
Netherlands
$20.5K +$24.2K +2,153 New
Group One Trading
203
Group One Trading
Illinois
$18.2K -$33.1K -2,939 -61%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$16.3K -$755 -67 -4%
PA
205
Parallel Advisors
California
$15.9K +$4.8K +426 +34%
SOW
206
State of Wyoming
Wyoming
$15.8K -$141K -12,482 -88%
DWP
207
Destiny Wealth Partners
Florida
$14.8K +$17.5K +1,555 New
TFIPS
208
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K
RIL
209
Rothschild Investment LLC
Illinois
$12.4K +$4.44K +394 +43%
ASN
210
Advisory Services Network
Georgia
$12.2K +$14.4K +1,282 New
FFA
211
Farther Finance Advisors
California
$11.5K +$4.7K +417 +54%
SCM
212
Sterling Capital Management
North Carolina
$9.24K +$135 +12 +1%
KG
213
Kilter Group
New York
$9.01K +$10.5K +929 +5,161%
MAM
214
Marquette Asset Management
Minnesota
$8.88K +$3.38K +300 +47%
SAM
215
Smartleaf Asset Management
Massachusetts
$8.45K -$94.4K -8,380 -90%
IA
216
IFP Advisors
Florida
$7.6K +$6.22K +552 +223%
ACM
217
Aquatic Capital Management
Illinois
$7.44K -$101K -8,937 -92%
RFP
218
Root Financial Partners
California
$7.42K +$8.78K +780 New
EP
219
Essential Partners
California
$7K -$4.85K -431 -37%
CCA
220
Catalyst Capital Advisors
New York
$6.66K -$69.8K -6,200 -90%
AAP
221
Arax Advisory Partners
Colorado
$5.6K +$1.18K +105 +22%
NSIM
222
North Star Investment Management
Illinois
$4.7K +$4.68K +416 +533%
LSA
223
Leonteq Securities AG
Switzerland
$4.3K
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$3.98K -$788K -69,989 -99%
TWD
225
True Wealth Design
Ohio
$3.5K +$2.31K +205 +126%