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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
201
Amalgamated Bank
New York
$64K +$252 +15 +0.3%
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$63.1K -$706 -42 -1%
QL
203
Quarry LP
New York
$55.3K +$61.3K +3,651 +2,028%
PS
204
Principal Securities
Iowa
$45.3K
Walleye Capital
205
Walleye Capital
New York
$42.1K -$1.58M -93,892 -97%
SSG
206
Summit Securities Group
New York
$37.9K +$38K +2,263 +622%
GI
207
GAMMA Investing
California
$34.3K +$7.09K +422 +22%
Comerica Bank
208
Comerica Bank
Texas
$32.5K +$1.24K +74 +3%
VCM
209
Versant Capital Management
Arizona
$31.4K +$36.5K +2,172 New
QCG
210
Quadrant Capital Group
Ohio
$30.1K +$2.17K +129 +7%
HCA
211
Heck Capital Advisors
Wisconsin
$25.1K
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$25K +$29.1K +1,735 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$24.3K -$15.8K -940 -36%
AAM
214
Advisors Asset Management
Colorado
$19.4K +$22.6K +1,344 New
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$19.3K -$823 -49 -4%
FFA
216
Farther Finance Advisors
California
$15K +$16.2K +964 +1,854%
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.4K +$13.8K +819 New
LC
218
Lindbrook Capital
California
$12.3K +$487 +29 +4%
Optiver Holding
219
Optiver Holding
Netherlands
$12K +$14K +832 New
MTC
220
Matrix Trust Company
Colorado
$12K +$13.9K +830 New
MA
221
MCF Advisors
Kentucky
$11.9K +$1.24K +74 +10%
RA
222
Rise Advisors
New York
$8.62K +$10K +597 New
S
223
SignatureFD
Georgia
$7.05K +$3.39K +202 +71%
SAM
224
Smartleaf Asset Management
Massachusetts
$6.17K +$538 +32 +8%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$6.69K +398 New

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.