We are live on ! Find out more
ADVM

Adverum Biotechnologies
ADVM

Delisted

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

Back to rankings

60 hedge funds and large institutions have $52.2M invested in Adverum Biotechnologies in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $42K | Put options by funds: $3K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 59 → 60 (+1)

0.4% more ownership

Funds ownership: 6.46% → 6.86% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

47% less capital invested

Capital invested by funds: $97.9M → $52.2M (-$45.8M)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
14
Reduced
15
Closed
9
Calls
$42K
Puts
$3K
Net Calls
+$39K
Net Calls Change
-$381K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.03M
2
ACM
AIGH Capital Management
Maryland
+$1.69M
3
BCM
BML Capital Management
Indiana
+$584K
4
Renaissance Technologies
Renaissance Technologies
New York
+$500K
5
WVP
Worth Venture Partners
New Jersey
+$413K

Top Sellers

Rank Fund Capital Flow
1
VA
VR Adviser
New York
-$1.3M
2
Citigroup
Citigroup
New York
-$715K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$518K
4
Bank of America
Bank of America
North Carolina
-$428K
5
Marshall Wace
Marshall Wace
United Kingdom
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$136K – – –
CF
27
Cantor Fitzgerald
New York
$119K -$1.73K -190 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$75.7K +$10.2K +1,113 +12%
MAM
29
Monaco Asset Management
Monaco
$59.6K +$18.3K +2,000 +34%
JFG
30
Jefferies Financial Group
New York
$56.5K – – –
MAM
31
Marquette Asset Management
Minnesota
$45.3K – – –
AF
32
Apexium Financial
Texas
$45.2K +$54.8K +6,000 New
XT
33
XTX Topco
Cayman Islands
$38.5K +$13.2K +1,444 +39%
Mariner
34
Mariner
Kansas
$37.6K – – –
Squarepoint
35
Squarepoint
New York
$31.9K +$38.6K +4,233 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$29.8K -$26.3K -2,877 -42%
Charles Schwab
37
Charles Schwab
California
$27.4K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$25.4K +$30.8K +3,371 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$20K +$25.5K +2,794 New
Group One Trading
40
Group One Trading
Illinois
$12.3K +$14.9K +1,631 New
LD
41
Lipe & Dalton
New York
$11K – – –
American Century Companies
42
American Century Companies
Missouri
$9.83K – – –
AFP
43
Ausdal Financial Partners
Iowa
$7.53K – – –
NL
44
NWAM LLC
Washington
$7.53K – – –
IIA
45
IPG Investment Advisors
California
$7.53K +$9.13K +1,000 New
Lazard Asset Management
46
Lazard Asset Management
New York
$7K -$511 -56 -5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.21K – – –
Simplex Trading
48
Simplex Trading
Illinois
$1K +$2.13K +233 New
Wells Fargo
49
Wells Fargo
California
$735 -$876 -96 -49%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$715 +$575 +63 +197%
1
2
3

ADVM Hedge Fund Activity: Q4 2023 in Review

60 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q4 2023, worth a combined $52.2M — down 47% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ADVM positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was VR Adviser, cutting an estimated $1.3M.

  • 60 institutional investors held Adverum Biotechnologies (ADVM) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $52.2M of Adverum Biotechnologies stock for Q4 2023, down 47% quarter-over-quarter.
  • 10 funds opened new Adverum Biotechnologies positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest Adverum Biotechnologies buyer in Q4 2023 was Morgan Stanley, an estimated $3.03M added.
  • The largest Adverum Biotechnologies seller in Q4 2023 was VR Adviser, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2023.