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AvePoint

245 hedge funds and large institutions have $2.24B invested in AvePoint in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 92 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $1.58B → $2.24B (+$665M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.29% more ownership

Funds ownership: 53.85%57.14% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 92

7% less call options, than puts

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

4% less funds holding

Funds holding: 254245 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
92
Reduced
92
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$33.1K +$468 +27 +2%
FFA
202
Farther Finance Advisors
California
$29.4K +$8.74K +504 +50%
PA
203
Parallel Advisors
California
$26.8K -$137K -7,887 -85%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$24.2K -$1.46K -84 -6%
MA
205
MCF Advisors
Kentucky
$24.1K +$7.33K +423 +51%
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$21K +$18.6K +1,075 New
EP
207
Essential Partners
California
$17.2K +$15.5K +892 New
BIG
208
Brooklyn Investment Group
New York
$17.2K +$15.1K +873 +5,135%
RIL
209
Rothschild Investment LLC
Illinois
$16.8K +$10.3K +595 +216%
MTC
210
Matrix Trust Company
Colorado
$15K -$503 -29 -3%
S
211
SignatureFD
Georgia
$12.1K +$2.43K +140 +29%
RA
212
Rise Advisors
New York
$11.5K
CA
213
Clearstead Advisors
Ohio
$7.55K +$6.78K +391 New
AAS
214
Ameritas Advisory Services
Nebraska
$6.95K +$6.24K +360 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$6.48K +$5.84K +337 New
HIM
216
Hillsdale Investment Management
Ontario, Canada
$6.37K +$5.72K +330 New
SS
217
SBI Securities
Japan
$6.29K +$3.05K +176 +117%
SCM
218
Sterling Capital Management
North Carolina
$6.2K +$3.19K +184 +134%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$6.06K -$590 -34 -9%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$5.77K -$1.72K -99 -25%
WTA
221
Washington Trust Advisors
Massachusetts
$5.48K
ACM
222
Aster Capital Management
United Arab Emirates
$5K +$4.49K +259 New
Optiver Holding
223
Optiver Holding
Netherlands
$4.48K -$10.4K -600 -72%
AAP
224
Arax Advisory Partners
Colorado
$3.69K +$3.31K +191 New
PWMG
225
Private Wealth Management Group
New Jersey
$3.34K

AVPT Hedge Fund Activity: Q2 2025 in Review

245 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q2 2025, worth a combined $2.24B — up 42% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AVPT and 34 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 92 added.

The largest buyer was Invesco, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $28.5M.

  • 245 institutional investors held AvePoint (AVPT) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $2.24B of AvePoint stock for Q2 2025, up 42% quarter-over-quarter.
  • 34 funds opened new AvePoint positions in Q2 2025 and 41 closed out, a net change of -7 holders.
  • The largest AvePoint buyer in Q2 2025 was Invesco, an estimated $63.4M added.
  • The largest AvePoint seller in Q2 2025 was Millennium Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2025.