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ADVM

Adverum Biotechnologies

Delisted

ADVM was delisted on the 8th of December, 2025.

155 hedge funds and large institutions have $1.02B invested in Adverum Biotechnologies in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more capital invested

Capital invested by funds: $979M → $1.02B (+$44M)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

0.32% less ownership

Funds ownership: 10%9.68% (-0.32%)

3% less funds holding

Funds holding: 160155 (-5)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

34% less call options, than puts

Call options by funds: $7.76M | Put options by funds: $11.8M

Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
24
Increased
53
Reduced
51
Closed
29
Calls
$7.76M
Puts
$11.8M
Net Calls
-$4.07M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.09M +$7.44M +60,096 +1,136%
RPAM
27
Rhenman & Partners Asset Management
Sweden
$6.78M
Charles Schwab
28
Charles Schwab
California
$6.43M +$255K +2,062 +4%
UBS AM
29
UBS AM
Illinois
$6.29M -$3.23M -26,069 -31%
JP Morgan Chase
30
JP Morgan Chase
New York
$6.16M +$2.34M +18,941 +50%
SFSIG
31
San Francisco Sentry Investment Group
California
$5.2M
N
32
Nuveen
North Carolina
$4.31M +$15.1K +122 +0.3%
Marshall Wace
33
Marshall Wace
United Kingdom
$3.88M -$143K -1,155 -3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.66M +$72.5K +586 +2%
CS
35
Candriam SCA
Luxembourg
$3.24M -$63K -509 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$3.21M -$1.56M -12,632 -30%
Barclays
37
Barclays
United Kingdom
$3.19M -$1.25M -10,125 -26%
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.56M -$416K -3,365 -12%
Bank of America
39
Bank of America
North Carolina
$2.43M -$2.01M -16,278 -42%
SAM
40
Stenahm Asset Management
Guernsey
$2.41M +$2.75M +22,200 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.92M -$298K -2,411 -12%
Man Group
42
Man Group
United Kingdom
$1.48M -$82.9K -670 -5%
SCM
43
Soleus Capital Management
Connecticut
$1.47M -$2.83M -22,836 -63%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.46M +$38.4K +310 +2%
HP
45
Harbourvest Partners
Massachusetts
$1.45M +$1.66M +13,415 New
MIOT
46
Massachusetts Institute of Technology
Massachusetts
$1.45M +$1.66M +13,415 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.4M -$131K -1,060 -8%
AG
48
Algert Global
California
$1.38M +$455K +3,679 +40%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$1.32M +$63.1K +510 +4%
ASP
50
Adams Street Partners
Illinois
$1.31M +$1.49M +12,074 New

ADVM Hedge Fund Activity: Q4 2020 in Review

155 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q4 2020, worth a combined $1.02B — up 4.5% from $979M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ADVM and 24 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was UBS Group, adding an estimated $23.2M. The largest seller was Versant Venture Management, cutting an estimated $24.7M.

  • 155 institutional investors held Adverum Biotechnologies (ADVM) as of Q4 2020, down from 160 in Q3 2020.
  • Funds reported $1.02B of Adverum Biotechnologies stock for Q4 2020, up 4.5% quarter-over-quarter.
  • 24 funds opened new Adverum Biotechnologies positions in Q4 2020 and 29 closed out, a net change of -5 holders.
  • The largest Adverum Biotechnologies buyer in Q4 2020 was UBS Group, an estimated $23.2M added.
  • The largest Adverum Biotechnologies seller in Q4 2020 was Versant Venture Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2020.