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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
A6
1
Anchor @ 65
Singapore
$299M +$54.5M +3,243,910 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$11.8M +704,825 +4%
BlackRock
3
BlackRock
New York
$168M +$7.77M +462,759 +4%
PCM
4
Parsifal Capital Management
Connecticut
$128M +$54.3M +3,235,384 +61%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$95.8M -$4.19M -249,759 -4%
Invesco
6
Invesco
Georgia
$67.1M -$14.5M -863,194 -16%
Jennison Associates
7
Jennison Associates
New York
$56.4M +$14.2M +847,182 +29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.2M +$4.82M +286,795 +9%
State Street
9
State Street
Massachusetts
$46.3M +$1.97M +117,117 +4%
Franklin Resources
10
Franklin Resources
California
$34.7M +$3.01M +179,254 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$30.7M +$268K +15,940 +0.8%
Renaissance Technologies
12
Renaissance Technologies
New York
$29.2M -$2.14M -127,347 -6%
Macquarie Group
13
Macquarie Group
Australia
$28.4M +$2.89M +172,357 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$27.8M +$9.15M +544,822 +42%
PP
15
Prudential plc
United Kingdom
$26.8M +$29.8M +1,773,740 New
Morgan Stanley
16
Morgan Stanley
New York
$25M -$2.47M -146,926 -8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$21M +$14.6M +869,861 +164%
Millennium Management
18
Millennium Management
New York
$21M +$16.5M +981,741 +238%
JP Morgan Chase
19
JP Morgan Chase
New York
$20.9M +$14.6M +867,998 +167%
Northern Trust
20
Northern Trust
Illinois
$18.7M +$759K +45,212 +4%
Goldman Sachs
21
Goldman Sachs
New York
$18.1M +$3.37M +200,531 +20%
Charles Schwab
22
Charles Schwab
California
$17M +$2.65M +157,695 +16%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$16.8M +$6.57M +391,236 +54%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$16.1M +$17.6M +1,048,802 +8,118%
NCGI
25
Next Century Growth Investors
Minnesota
$15.4M +$149K +8,890 +0.9%

AVPT Hedge Fund Activity: Q3 2025 in Review

240 of the 7,619 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.