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AvePoint

255 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, 105 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: 60.44%61.32% (+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
255
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
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$22.7K
Optiver Holding
202
Optiver Holding
Netherlands
$20.5K
Group One Trading
203
Group One Trading
Illinois
$18.2K
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$16.3K
PA
205
Parallel Advisors
California
$15.9K
SOW
206
State of Wyoming
Wyoming
$15.8K
DWP
207
Destiny Wealth Partners
Florida
$14.8K
TFIPS
208
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K
RIL
209
Rothschild Investment LLC
Illinois
$12.4K
ASN
210
Advisory Services Network
Georgia
$12.2K
FFA
211
Farther Finance Advisors
California
$11.5K
SCM
212
Sterling Capital Management
North Carolina
$9.24K
KG
213
Kilter Group
New York
$9.01K
MAM
214
Marquette Asset Management
Minnesota
$8.88K
SAM
215
Smartleaf Asset Management
Massachusetts
$8.45K
IA
216
IFP Advisors
Florida
$7.6K
ACM
217
Aquatic Capital Management
Illinois
$7.44K
RFP
218
Root Financial Partners
California
$7.42K
EP
219
Essential Partners
California
$7K
CCA
220
Catalyst Capital Advisors
New York
$6.66K
AAP
221
Arax Advisory Partners
Colorado
$5.6K
NSIM
222
North Star Investment Management
Illinois
$4.7K
LSA
223
Leonteq Securities AG
Switzerland
$4.3K
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$3.98K
TWD
225
True Wealth Design
Ohio
$3.5K