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ADVM

Adverum Biotechnologies

Delisted

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

77 hedge funds and large institutions have $120M invested in Adverum Biotechnologies in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $276K | Put options by funds: $84K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

13% more funds holding

Funds holding: 6877 (+9)

2% more capital invested

Capital invested by funds: $118M → $120M (+$2.46M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

4.63% less ownership

Funds ownership: 86.07%81.45% (-4.6%)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
19
Reduced
20
Closed
12
Calls
$276K
Puts
$84K
Net Calls
+$192K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$74K +$76.9K +10,597 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$71K +$73.4K +10,115 New
Wells Fargo
53
Wells Fargo
California
$67.3K +$3.2K +441 +5%
JP Morgan Chase
54
JP Morgan Chase
New York
$65.9K +$3.53K +486 +5%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$29.1K +$19.2K +2,649 +177%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$21K -$82.8K -11,400 -79%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$15K -$639 -88 -4%
AIP
58
Ameritas Investment Partners
Nebraska
$14.3K
Legal & General Group
59
Legal & General Group
United Kingdom
$12.6K
NC
60
nVerses Capital
Florida
$11.2K +$11.6K +1,600 New
TRCT
61
Tower Research Capital (TRC)
New York
$11K +$784 +108 +7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$10.6K
AB
63
Amalgamated Bank
New York
$5K
Osaic Holdings
64
Osaic Holdings
Arizona
$4.03K -$58.1K -8,000 -93%
GI
65
GAMMA Investing
California
$2.09K +$2.16K +298 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.78K +245 New
Russell Investments Group
67
Russell Investments Group
United Kingdom
$1.17K +$1.21K +166 New
CPA
68
Capital Performance Advisors
California
$814 +$842 +116 New
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$604 +$624 +86 New
SCM
70
Sterling Capital Management
North Carolina
$463 +$479 +66 New
PA
71
Parallel Advisors
California
$351
GIA
72
GHP Investment Advisors
Colorado
$141
AF
73
Allworth Financial
California
$15
DB
74
Danske Bank
Denmark
$14 +$15 +2 New
FFA
75
Frazier Financial Advisors
Ohio
$8

ADVM Hedge Fund Activity: Q3 2024 in Review

77 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q3 2024, worth a combined $120M — up 2.1% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ADVM positions and 12 closed out — a net gain of 9 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Pale Fire Capital SE, opening a new position worth an estimated $2.24M. The largest seller was Assenagon Asset Management, cutting an estimated $4.32M.

  • 77 institutional investors held Adverum Biotechnologies (ADVM) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $120M of Adverum Biotechnologies stock for Q3 2024, up 2.1% quarter-over-quarter.
  • 21 funds opened new Adverum Biotechnologies positions in Q3 2024 and 12 closed out, a net change of +9 holders.
  • The largest Adverum Biotechnologies buyer in Q3 2024 was Pale Fire Capital SE, an estimated $2.24M added.
  • The largest Adverum Biotechnologies seller in Q3 2024 was Assenagon Asset Management, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2024.