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AvePoint

254 hedge funds and large institutions have $1.58B invested in AvePoint in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $7.56M

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 238254 (+16)

1.22% less ownership

Funds ownership: 55.07%53.85% (-1.2%)

7% less capital invested

Capital invested by funds: $1.7B → $1.58B (-$127M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
99
Reduced
85
Closed
30
Calls
$9.45M
Puts
$7.56M
Net Calls
+$1.89M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
A6
1
Anchor @ 65
Singapore
$241M
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M -$12.6M -751,859 -5%
BlackRock
3
BlackRock
New York
$154M -$652K -38,802 -0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M +$5.72M +340,509 +5%
PCM
5
Parsifal Capital Management
Connecticut
$73.4M +$48.3M +2,874,842 +130%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$42.5M +$1.56M +92,636 +3%
State Street
7
State Street
Massachusetts
$41.7M -$896K -53,348 -2%
Jennison Associates
8
Jennison Associates
New York
$30.6M +$35.7M +2,122,457 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.3M -$188K -11,182 -0.5%
Millennium Management
10
Millennium Management
New York
$29.7M +$17.6M +1,050,500 +104%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$24.7M -$16.2M -966,756 -36%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.6M +$9.27M +551,939 +48%
Invesco
13
Invesco
Georgia
$24.2M +$14.9M +889,671 +113%
Macquarie Group
14
Macquarie Group
Australia
$23.7M +$1.84M +109,476 +7%
Morgan Stanley
15
Morgan Stanley
New York
$21.1M +$2.1M +125,275 +9%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$20.2M +$14.3M +854,142 +158%
UBS Group
17
UBS Group
Switzerland
$19M +$9.24M +550,169 +72%
Raymond James Financial
18
Raymond James Financial
Florida
$18.6M +$3.25M +193,502 +18%
Franklin Resources
19
Franklin Resources
California
$17.9M +$2.58M +153,666 +14%
Northern Trust
20
Northern Trust
Illinois
$17.5M +$811K +48,287 +4%
DCM
21
Driehaus Capital Management
Illinois
$16.2M +$1.79M +106,513 +10%
N
22
Nuveen
North Carolina
$14.9M +$24.1K +1,436 +0.1%
TI
23
Trexquant Investment
Connecticut
$14.5M +$7M +416,469 +71%
Federated Hermes
24
Federated Hermes
Pennsylvania
$13.1M -$809K -48,155 -5%
Charles Schwab
25
Charles Schwab
California
$13M -$258K -15,377 -2%

AVPT Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q1 2025, worth a combined $1.58B — down 7.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVPT positions and 30 closed out — a net gain of 19 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Parsifal Capital Management, adding an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.

  • 254 institutional investors held AvePoint (AVPT) as of Q1 2025, up from 238 in Q4 2024.
  • Funds reported $1.58B of AvePoint stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 49 funds opened new AvePoint positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest AvePoint buyer in Q1 2025 was Parsifal Capital Management, an estimated $48.3M added.
  • The largest AvePoint seller in Q1 2025 was JP Morgan Chase, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.