We are live on ! Find out more
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
Wells Fargo
101
Wells Fargo
California
$126K -$786K -6,542 -84%
AB
102
Amalgamated Bank
New York
$118K -$12.7K -106 -8%
TRCT
103
Tower Research Capital (TRC)
New York
$106K +$31.5K +262 +32%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$100K +$94.9K +790 +350%
EFM
105
E Fund Management
China
$100K +$122K +1,014 New
NL
106
NWAM LLC
Washington
$99K
Simplex Trading
107
Simplex Trading
Illinois
$93K +$52.8K +440 +86%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$75K
AIP
109
Ameritas Investment Partners
Nebraska
$73K
FMT
110
First Mercantile Trust
Tennessee
$65K -$6.84K -57 -8%
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$56K +$4.2K +35 +7%
KBC Group
112
KBC Group
Belgium
$42K +$48K +400 +2,000%
ACA
113
Atlas Capital Advisors
Wyoming
$41.9K -$26.4K -220 -34%
Canada Life
114
Canada Life
Manitoba, Canada
$38K
HTC
115
Hershey Trust Company
Pennsylvania
$37K -$313K -2,610 -88%
MAM
116
Meeder Asset Management
Ohio
$35K +$41.2K +343 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$28K -$131K -1,092 -79%
Osaic Holdings
118
Osaic Holdings
Arizona
$24K
PCM
119
Penserra Capital Management
California
$21K -$360 -3 -1%
PHK
120
Point72 Hong Kong
Hong Kong
$21K +$25.6K +213 New
Macquarie Group
121
Macquarie Group
Australia
$17K -$6.12K -51 -23%
S
122
SignatureFD
Georgia
$16K
APA
123
American Portfolios Advisors
New York
$13.8K -$1.8K -15 -10%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$5K
Daiwa Securities Group
125
Daiwa Securities Group
Japan
$2K

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.