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AvePoint

251 hedge funds and large institutions have $1.81B invested in AvePoint in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,005% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $161K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 240251 (+11)

0.85% more ownership

Funds ownership: 59.59%60.44% (+0.85%)

4% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$84.5M)

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
55
Increased
104
Reduced
71
Closed
41
Calls
$6.61M
Puts
$161K
Net Calls
+$6.45M
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$23.8K -$2.94K -213 -11%
VCM
202
Versant Capital Management
Arizona
$23.5K -$8.14K -589 -26%
Simplex Trading
203
Simplex Trading
Illinois
$21.2K +$21.1K +1,524 New
TFIPS
204
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K
AF
205
Allworth Financial
California
$18.8K -$410K -29,676 -96%
PA
206
Parallel Advisors
California
$17.3K -$1.95K -141 -10%
QL
207
Quarry LP
New York
$16.7K -$30.2K -2,186 -65%
EP
208
Essential Partners
California
$16.2K +$3.55K +257 +28%
S
209
SignatureFD
Georgia
$14.8K +$83 +6 +0.6%
SCM
210
Sterling Capital Management
North Carolina
$13.3K +$8.81K +638 +198%
RIL
211
Rothschild Investment LLC
Illinois
$12.6K +$1.52K +110 +14%
Acadian Asset Management
212
Acadian Asset Management
Massachusetts
$11K -$1.51M -109,514 -99%
FFA
213
Farther Finance Advisors
California
$10.7K +$2.63K +190 +33%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$10.2K +$10.1K +734 New
CFB
215
Cullen/Frost Bankers
Texas
$10.1K +$10.1K +728 New
MAM
216
Marquette Asset Management
Minnesota
$8.81K +$5.37K +389 +159%
TM
217
Torren Management
California
$8.13K +$8.08K +585 New
Jones Financial Companies
218
Jones Financial Companies
Missouri
$7.08K
AAP
219
Arax Advisory Partners
Colorado
$6.72K -$34.2K -2,479 -84%
LSA
220
Leonteq Securities AG
Switzerland
$6.28K +$6.24K +452 New
Comerica Bank
221
Comerica Bank
Texas
$5.74K -$9.44K -683 -62%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$4K -$1.17K -85 -23%
IA
223
IFP Advisors
Florida
$3.43K +$3.25K +235 +1,958%
ACM
224
Aster Capital Management
United Arab Emirates
$2.46K -$26.1K -1,892 -91%
PWMG
225
Private Wealth Management Group
New Jersey
$2.4K