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AvePoint

242 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, 89 reducing their positions, and 42 closing their positions.

Holders
242
Holders Change
-11
Holders Change %
-4.35%
% of All Funds
3.25%
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
89
Closed
42
Calls
$5.19M
Puts
$7.37M
Net Calls
-$2.18M
Net Calls Change
-$4.07M
Name Market Value Shares Shares
Change
Shares
Change %
PA
201
Parallel Advisors
California
$26.8K 1,389 -7,887 -85%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$24.2K 1,253 -84 -6%
MA
203
MCF Advisors
Kentucky
$24.1K 1,248 +423 +51%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$21K 1,075 +1,075 New
BIG
205
Brooklyn Investment Group
New York
$17.2K 890 +873 +5,135%
RIL
206
Rothschild Investment LLC
Illinois
$16.8K 870 +595 +216%
MTC
207
Matrix Trust Company
Colorado
$15K 801 -29 -3%
S
208
SignatureFD
Georgia
$12.1K 628 +140 +29%
RA
209
Rise Advisors
New York
$11.5K 597
CA
210
Clearstead Advisors
Ohio
$7.55K 391 +391 New
AAS
211
Ameritas Advisory Services
Nebraska
$6.95K 360 +360 New
Jones Financial Companies
212
Jones Financial Companies
Missouri
$6.48K 337 +337 New
HIM
213
Hillsdale Investment Management
Ontario, Canada
$6.37K 330 +330 New
SS
214
SBI Securities
Japan
$6.3K 326 +176 +117%
SCM
215
Sterling Capital Management
North Carolina
$6.2K 321 +184 +134%
TWC
216
TD Waterhouse Canada
Ontario, Canada
$6.06K 326 -34 -9%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$5.77K 299 -99 -25%
WTA
218
Washington Trust Advisors
Massachusetts
$5.48K 284
ACM
219
Aster Capital Management
United Arab Emirates
$5K 259 +259 New
Optiver Holding
220
Optiver Holding
Netherlands
$4.48K 232 -600 -72%
AAP
221
Arax Advisory Partners
Colorado
$3.69K 191 +191 New
PWMG
222
Private Wealth Management Group
New Jersey
$3.34K 173
PFBT
223
Parkside Financial Bank & Trust
Missouri
$2.9K 150 +150 New
TWD
224
True Wealth Design
Ohio
$2.82K 146 +83 +132%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$2.74K 142 +85 +149%