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ADVM

Adverum Biotechnologies

Delisted

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

61 hedge funds and large institutions have $237M invested in Adverum Biotechnologies in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more capital invested

Capital invested by funds: $52.2M → $237M (+$185M)

73.86% more ownership

Funds ownership: 6.86%80.72% (+74%)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

2% more funds holding

Funds holding: 6061 (+1)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

87% less call options, than puts

Call options by funds: $390K | Put options by funds: $2.98M

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
19
Reduced
15
Closed
22
Calls
$390K
Puts
$2.98M
Net Calls
-$2.59M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$13.2K +$12.9K +850 +1,037%
Lazard Asset Management
52
Lazard Asset Management
New York
$9K -$4.46K -293 -30%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$4.14K -$15 -1 -0.3%
Wells Fargo
54
Wells Fargo
California
$2.01K +$669 +44 +45%
PA
55
Parallel Advisors
California
$707
JP Morgan Chase
56
JP Morgan Chase
New York
$537 -$46 -3 -7%
GIA
57
GHP Investment Advisors
Colorado
$283
Macquarie Group
58
Macquarie Group
Australia
$37 +$39.3K +2,586 New
AF
59
Allworth Financial
California
$29
Deutsche Bank
60
Deutsche Bank
Germany
$28
Goldman Sachs
61
Goldman Sachs
New York
-$3.43M -455,279 Closed
SGL
62
Sonic GP LLC
Hawaii
-$1.51M -200,000 Closed
WVP
63
Worth Venture Partners
New Jersey
-$590K -78,435 Closed
SCM
64
Soleus Capital Management
Connecticut
-$320K -42,500 Closed
AI
65
Acuitas Investments
Washington
-$219K -29,125 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$298K -19,587 Closed
MAM
67
Monaco Asset Management
Monaco
-$59.6K -7,923 Closed
JFG
68
Jefferies Financial Group
New York
-$56.5K -7,500 Closed
MAM
69
Marquette Asset Management
Minnesota
-$45.3K -6,012 Closed
AF
70
Apexium Financial
Texas
-$45.2K -6,000 Closed
XT
71
XTX Topco
Cayman Islands
-$38.5K -5,110 Closed
Mariner
72
Mariner
Kansas
-$37.6K -5,000 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
-$29.8K -3,961 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$25.4K -3,371 Closed
LD
75
Lipe & Dalton
New York
-$11K -1,500 Closed

ADVM Hedge Fund Activity: Q1 2024 in Review

61 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q1 2024, worth a combined $237M — up 354% from $52.2M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ADVM positions and 22 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was TCG Crossover Management, opening a new position worth an estimated $30.5M. The largest seller was Morgan Stanley, cutting an estimated $7.12M.

  • 61 institutional investors held Adverum Biotechnologies (ADVM) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $237M of Adverum Biotechnologies stock for Q1 2024, up 354% quarter-over-quarter.
  • 23 funds opened new Adverum Biotechnologies positions in Q1 2024 and 22 closed out, a net change of +1 holder.
  • The largest Adverum Biotechnologies buyer in Q1 2024 was TCG Crossover Management, an estimated $30.5M added.
  • The largest Adverum Biotechnologies seller in Q1 2024 was Morgan Stanley, an estimated $7.12M sold.

Based on aggregated 13F filings for Q1 2024.