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AvePoint

243 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, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.26%
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
90
Closed
41
Calls
$6.82M
Puts
$7.37M
Net Calls
-$552K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
201
Farther Finance Advisors
California
$29.4K +$9.73K +504 +50%
PA
202
Parallel Advisors
California
$26.8K -$152K -7,887 -85%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$24.2K -$1.62K -84 -6%
MA
204
MCF Advisors
Kentucky
$24.1K +$8.17K +423 +51%
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$21K +$21K +1,075 New
BIG
206
Brooklyn Investment Group
New York
$17.2K +$16.9K +873 +5,135%
RIL
207
Rothschild Investment LLC
Illinois
$16.8K +$11.5K +595 +216%
MTC
208
Matrix Trust Company
Colorado
$15K -$543 -29 -3%
S
209
SignatureFD
Georgia
$12.1K +$2.7K +140 +29%
RA
210
Rise Advisors
New York
$11.5K
CA
211
Clearstead Advisors
Ohio
$7.55K +$7.55K +391 New
AAS
212
Ameritas Advisory Services
Nebraska
$6.95K +$6.95K +360 New
Jones Financial Companies
213
Jones Financial Companies
Missouri
$6.48K +$6.48K +337 New
HIM
214
Hillsdale Investment Management
Ontario, Canada
$6.37K +$6.37K +330 New
SS
215
SBI Securities
Japan
$6.3K +$3.4K +176 +117%
SCM
216
Sterling Capital Management
North Carolina
$6.2K +$3.55K +184 +134%
TWC
217
TD Waterhouse Canada
Ontario, Canada
$6.06K -$632 -34 -9%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$5.77K -$1.91K -99 -25%
WTA
219
Washington Trust Advisors
Massachusetts
$5.48K
ACM
220
Aster Capital Management
United Arab Emirates
$5K +$5K +259 New
Optiver Holding
221
Optiver Holding
Netherlands
$4.48K -$11.6K -600 -72%
AAP
222
Arax Advisory Partners
Colorado
$3.69K +$3.69K +191 New
PWMG
223
Private Wealth Management Group
New Jersey
$3.34K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2.9K +$2.9K +150 New
TWD
225
True Wealth Design
Ohio
$2.82K +$1.6K +83 +132%