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ADVM

Adverum Biotechnologies

Delisted

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

132 hedge funds and large institutions have $937M invested in Adverum Biotechnologies in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 9.68%9.72% (+0.04%)

8% less capital invested

Capital invested by funds: $1.02B → $937M (-$85.3M)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

15% less funds holding

Funds holding: 155132 (-23)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

71% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 28

74% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $12.3M

Holders
132
Holders Change
-23
Holders Change %
-14.84%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
8
Increased
45
Reduced
51
Closed
28
Calls
$3.15M
Puts
$12.3M
Net Calls
-$9.14M
Net Calls Change
-$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$6.72M +$51.6K +430 +0.6%
RPAM
27
Rhenman & Partners Asset Management
Sweden
$6.41M +$300K +2,500 +4%
Charles Schwab
28
Charles Schwab
California
$6.03M +$214K +1,781 +3%
UBS AM
29
UBS AM
Illinois
$5.73M +$17.5K +146 +0.3%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$5.71M -$12.9M -107,850 -65%
Rafferty Asset Management
31
Rafferty Asset Management
New York
$5.69M +$5.9M +49,118 +572%
SFSIG
32
San Francisco Sentry Investment Group
California
$4.73M
N
33
Nuveen
North Carolina
$4.22M +$375K +3,127 +8%
Citadel Advisors
34
Citadel Advisors
Florida
$3.89M +$1.18M +9,840 +33%
Citigroup
35
Citigroup
New York
$3.26M +$3.54M +29,499 +830%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$3.18M -$185K -1,542 -5%
CS
37
Candriam SCA
Luxembourg
$3.11M
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.28M -$60K -500 -2%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.91M +$1.06M +8,795 +83%
Bank of America
40
Bank of America
North Carolina
$1.85M -$441K -3,674 -16%
Barclays
41
Barclays
United Kingdom
$1.77M -$1.39M -11,553 -39%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.74M
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.32M -$4.92K -41 -0.3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.32M +$55.2K +460 +4%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.25M +$1.52M +12,658 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$1.18M -$24K -200 -2%
SAM
47
Stenahm Asset Management
Guernsey
$1.09M -$1.33M -11,100 -50%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.08M -$106K -879 -7%
Victory Capital Management
49
Victory Capital Management
Texas
$1.06M -$53.4K -445 -4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$989K

ADVM Hedge Fund Activity: Q1 2021 in Review

132 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q1 2021, worth a combined $937M — down 8.3% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ADVM and 8 opened new positions — a net loss of 20 holders — while 51 trimmed existing stakes and 45 added.

The largest buyer was Sonic Fund II, adding an estimated $17.4M. The largest seller was Casdin Capital, cutting an estimated $17.3M.

  • 132 institutional investors held Adverum Biotechnologies (ADVM) as of Q1 2021, down from 155 in Q4 2020.
  • Funds reported $937M of Adverum Biotechnologies stock for Q1 2021, down 8.3% quarter-over-quarter.
  • 8 funds opened new Adverum Biotechnologies positions in Q1 2021 and 28 closed out, a net change of -20 holders.
  • The largest Adverum Biotechnologies buyer in Q1 2021 was Sonic Fund II, an estimated $17.4M added.
  • The largest Adverum Biotechnologies seller in Q1 2021 was Casdin Capital, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2021.