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ADVM

Adverum Biotechnologies

Delisted

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

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: 5960 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.75M +$3.03M +332,455 +48%
CC
2
Commodore Capital
New York
$7.53M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.61M -$518K -56,766 -8%
VA
4
VR Adviser
New York
$3.88M -$1.3M -142,575 -22%
VVM
5
Versant Venture Management
California
$3.82M
BCM
6
BML Capital Management
Indiana
$3.43M +$584K +63,925 +16%
Goldman Sachs
7
Goldman Sachs
New York
$3.43M -$2.95K -323 -0.1%
Bank of America
8
Bank of America
North Carolina
$3.23M -$428K -46,917 -10%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.15M
ACM
10
AIGH Capital Management
Maryland
$2.39M +$1.69M +184,883 +140%
SGL
11
Sonic GP LLC
Hawaii
$1.51M
Renaissance Technologies
12
Renaissance Technologies
New York
$1.41M +$500K +54,791 +41%
BlackRock
13
BlackRock
New York
$1.05M -$100 -11 -0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$651K
NM
15
Newtyn Management
New York
$620K -$184K -20,190 -20%
WVP
16
Worth Venture Partners
New Jersey
$590K +$413K +45,268 +136%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$348K -$27.7K -3,040 -6%
Two Sigma Investments
18
Two Sigma Investments
New York
$336K -$65.4K -7,164 -14%
SCM
19
Soleus Capital Management
Connecticut
$320K +$388K +42,500 New
QOP
20
Quinn Opportunity Partners
Virginia
$300K
State Street
21
State Street
Massachusetts
$249K
Millennium Management
22
Millennium Management
New York
$224K +$145K +15,879 +114%
AI
23
Acuitas Investments
Washington
$219K +$73 +8 +0%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$147K +$140K +15,317 +359%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$142K -$94.8K -10,387 -36%

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.