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AvePoint

240 hedge funds and large institutions have $1.9B invested in AvePoint in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 65 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $2.43M

54% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 65

2.45% more ownership

Funds ownership: 57.14%59.59% (+2.4%)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

2% less funds holding

Funds holding: 245240 (-5)

15% less capital invested

Capital invested by funds: $2.24B → $1.9B (-$346M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
46
Increased
100
Reduced
65
Closed
49
Calls
$9.53M
Puts
$2.43M
Net Calls
+$7.09M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
201
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K +$25.2K +1,500 New
PA
202
Parallel Advisors
California
$20.8K
ASN
203
Advisory Services Network
Georgia
$19.1K +$21.3K +1,271 New
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$19K +$2.85K +170 +16%
MA
205
MCF Advisors
Kentucky
$18.7K
Comerica Bank
206
Comerica Bank
Texas
$16.5K -$20.7K -1,233 -53%
S
207
SignatureFD
Georgia
$15.9K +$7.2K +429 +68%
SAM
208
Smartleaf Asset Management
Massachusetts
$14.6K +$16K +955 New
EP
209
Essential Partners
California
$13.7K +$302 +18 +2%
Optiver Holding
210
Optiver Holding
Netherlands
$13.5K +$11.2K +665 +287%
RIL
211
Rothschild Investment LLC
Illinois
$12K -$1.18K -70 -8%
MTC
212
Matrix Trust Company
Colorado
$10K -$2.28K -136 -17%
RA
213
Rise Advisors
New York
$8.96K
FFA
214
Farther Finance Advisors
California
$8.68K -$15.8K -942 -62%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$7.83K +$2.9K +173 +51%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$7.21K +$2.52K +150 +45%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$5.6K +$4.74K +282 +310%
WTA
218
Washington Trust Advisors
Massachusetts
$4.89K +$705 +42 +15%
SCM
219
Sterling Capital Management
North Carolina
$4.83K +$17 +1 +0.3%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$4.59K +$118 +7 +2%
MAM
221
Marquette Asset Management
Minnesota
$3.68K +$4.11K +245 New
PWMG
222
Private Wealth Management Group
New Jersey
$2.6K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$2.25K
SS
224
SBI Securities
Japan
$2.12K -$3.11K -185 -57%
WANY
225
Wealthspire Advisors (New York)
New York
$2.03K +$2.27K +135 New

AVPT Hedge Fund Activity: Q3 2025 in Review

240 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q3 2025, worth a combined $1.9B — down 15% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AVPT and 46 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 100 added.

The largest buyer was Anchor @ 65, adding an estimated $54.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $51.2M sold.

  • 240 institutional investors held AvePoint (AVPT) as of Q3 2025, down from 245 in Q2 2025.
  • Funds reported $1.9B of AvePoint stock for Q3 2025, down 15% quarter-over-quarter.
  • 46 funds opened new AvePoint positions in Q3 2025 and 49 closed out, a net change of -3 holders.
  • The largest AvePoint buyer in Q3 2025 was Anchor @ 65, an estimated $54.5M added.
  • The largest AvePoint seller in Q3 2025 was Driehaus Capital Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q3 2025.