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AvePoint

253 hedge funds and large institutions have $1.26B invested in AvePoint in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.89% more ownership

Funds ownership: 60.42%61.31% (+0.89%)

31% less capital invested

Capital invested by funds: $1.81B → $1.26B (-$554M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.8M
Puts
$456K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
201
Optiver Holding
Netherlands
$20.5K
Group One Trading
202
Group One Trading
Illinois
$18.2K
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$16.3K
PA
204
Parallel Advisors
California
$15.9K
SOW
205
State of Wyoming
Wyoming
$15.8K
DWP
206
Destiny Wealth Partners
Florida
$14.8K
TFIPS
207
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K
RIL
208
Rothschild Investment LLC
Illinois
$12.4K
ASN
209
Advisory Services Network
Georgia
$12.2K
FFA
210
Farther Finance Advisors
California
$11.5K
SCM
211
Sterling Capital Management
North Carolina
$9.24K
KG
212
Kilter Group
New York
$9.01K
MAM
213
Marquette Asset Management
Minnesota
$8.88K
SAM
214
Smartleaf Asset Management
Massachusetts
$8.45K
IA
215
IFP Advisors
Florida
$7.6K
ACM
216
Aquatic Capital Management
Illinois
$7.44K
RFP
217
Root Financial Partners
California
$7.42K
EPL
218
Essential Partners LLC
California
$7K
CCA
219
Catalyst Capital Advisors
New York
$6.66K
AAP
220
Arax Advisory Partners
Colorado
$5.6K
NSIM
221
North Star Investment Management
Illinois
$4.7K
LSA
222
Leonteq Securities AG
Switzerland
$4.3K
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$3.98K
TWD
224
True Wealth Design
Ohio
$3.5K
PWMG
225
Private Wealth Management Group
New Jersey
$3.22K