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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
RCM
1
RA Capital Management
Massachusetts
$92.3M -$1.64M -13,655 -1%
ACA
2
Avoro Capital Advisors
New York
$78.9M
RI
3
RTW Investments
New York
$72.5M +$1.46M +12,162 +2%
BlackRock
4
BlackRock
New York
$71.2M +$2.17M +18,072 +3%
SFI
5
Sonic Fund II
Hawaii
$64.6M +$17.4M +145,028 +28%
O
6
OrbiMed
New York
$54.2M
State Street
7
State Street
Massachusetts
$52M +$12.1M +100,906 +24%
VVM
8
Versant Venture Management
California
$50M +$773K +6,434 +1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$45.2M +$1.26M +10,509 +2%
UBS Group
10
UBS Group
Switzerland
$32.5M +$6.14M +51,153 +18%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$24.4M -$2.49M -20,749 -8%
DM
12
Deerfield Management
New York
$23.7M
AG
13
Artal Group
Luxembourg
$23.7M -$1.2M -10,000 -4%
CC
14
Casdin Capital
New York
$21.8M -$17.3M -143,838 -39%
JP Morgan Chase
15
JP Morgan Chase
New York
$19.5M +$16.9M +140,745 +248%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.8M +$1.67M +13,926 +10%
FCM
17
Farallon Capital Management
California
$14.8M
FM
18
Frazier Management
Washington
$14.2M
Goldman Sachs
19
Goldman Sachs
New York
$13.8M +$155K +1,290 +0.9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$13.8M -$3.74M -31,130 -18%
Northern Trust
21
Northern Trust
Illinois
$9.68M -$842K -7,016 -7%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$8.82M -$442K -3,680 -4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$7.64M
Morgan Stanley
24
Morgan Stanley
New York
$7.12M +$817K +6,805 +10%
WM
25
WS Management
Florida
$6.97M -$1.81M -15,056 -18%

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.