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AvePoint

238 hedge funds and large institutions have $1.7B invested in AvePoint in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

59% more capital invested

Capital invested by funds: $1.07B → $1.7B (+$632M)

57% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $10.5M

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

27% more funds holding

Funds holding: 187238 (+51)

6.46% more ownership

Funds ownership: 48.61%55.07% (+6.5%)

Holders
238
Holders Change
+51
Holders Change %
+27.27%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
69
Increased
84
Reduced
60
Closed
15
Calls
$16.4M
Puts
$10.5M
Net Calls
+$5.94M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
GAMMA Investing
California
$32.3K +$3.49K +230 +13%
QCG
202
Quadrant Capital Group
Ohio
$32.2K +$1.85K +122 +7%
HCA
203
Heck Capital Advisors
Wisconsin
$28.7K +$26.4K +1,741 New
GRP
204
Global Retirement Partners
California
$24.6K +$22.6K +1,489 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$22.9K -$16.3K -1,070 -44%
PA
206
Parallel Advisors
California
$21K
LC
207
Lindbrook Capital
California
$13.6K
MA
208
MCF Advisors
Kentucky
$12.4K +$11.4K +751 New
SAM
209
Smartleaf Asset Management
Massachusetts
$6.43K +$608 +40 +11%
Amundi
210
Amundi
France
$6.22K +$4.33K +285 +320%
SSG
211
Summit Securities Group
New York
$6.01K +$5.53K +364 New
TWC
212
TD Waterhouse Canada
Ontario, Canada
$5.97K -$3.42K -225 -38%
S
213
SignatureFD
Georgia
$4.72K +$1.05K +69 +32%
WTA
214
Washington Trust Advisors
Massachusetts
$4.69K
C
215
Covestor
United Kingdom
$4K +$1.91K +126 +103%
RIL
216
Rothschild Investment LLC
Illinois
$3.55K +$608 +40 +23%
QL
217
Quarry LP
New York
$2.97K +$2.73K +180 New
PWMG
218
Private Wealth Management Group
New Jersey
$2.86K
SS
219
SBI Securities
Japan
$2.15K +$1.98K +130 New
SCM
220
Sterling Capital Management
North Carolina
$2.13K
Bessemer Group
221
Bessemer Group
New Jersey
$2K
TFA
222
Toth Financial Advisory
Virginia
$1.98K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$1.82K -$1.15K -76 -41%
BAM
224
Bellevue Asset Management
Washington
$1.78K
GC
225
Globeflex Capital
California
$1.44K +$1.32K +87 New