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ADVM

Adverum Biotechnologies

Delisted

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

69 hedge funds and large institutions have $74.1M invested in Adverum Biotechnologies in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

5.13% less ownership

Funds ownership: 81.45%76.32% (-5.1%)

10% less funds holding

Funds holding: 7769 (-8)

27% less call options, than puts

Call options by funds: $45K | Put options by funds: $62K

38% less capital invested

Capital invested by funds: $120M → $74.1M (-$46M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
69
Holders Change
-8
Holders Change %
-10.39%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
27
Reduced
12
Closed
17
Calls
$45K
Puts
$62K
Net Calls
-$17K
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
BML Capital Management
Indiana
$10.6M
TCM
2
TCG Crossover Management
California
$8.39M -$1.43M -211,857 -11%
Franklin Resources
3
Franklin Resources
California
$8.22M
BlackRock
4
BlackRock
New York
$6.94M -$36.5K -5,427 -0.4%
PWA
5
Principia Wealth Advisory
Texas
$6.21M +$8.96M +1,330,660 New
FLSM
6
Frazier Life Sciences Management
California
$4.99M
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.82M +$23.1K +3,428 +0.3%
5VM
8
5AM Venture Management
California
$2.53M
VVM
9
Versant Venture Management
California
$2.37M
Goldman Sachs
10
Goldman Sachs
New York
$2.34M +$516K +76,623 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.07M +$23.1K +3,434 +0.8%
State Street
12
State Street
Massachusetts
$1.73M -$417 -62 -0%
PFCS
13
Pale Fire Capital SE
Czech Republic
$1.47M +$45.7K +6,783 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.45M +$702K +104,262 +50%
SCM
15
Soleus Capital Management
Connecticut
$1.34M
RP
16
Regeneron Pharmaceuticals
New York
$845K +$1.22M +180,909 New
N
17
Nuveen
North Carolina
$805K -$8.35K -1,240 -0.7%
Northern Trust
18
Northern Trust
Illinois
$713K -$16.3K -2,420 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$696K +$845K +125,537 +533%
Renaissance Technologies
20
Renaissance Technologies
New York
$605K +$623K +92,533 +250%
Morgan Stanley
21
Morgan Stanley
New York
$536K +$172K +25,605 +29%
Marshall Wace
22
Marshall Wace
United Kingdom
$458K +$371K +55,130 +129%
TI
23
Trexquant Investment
Connecticut
$448K +$405K +60,163 +168%
GWA
24
GGM Wealth Advisors
Maryland
$393K +$307K +45,553 +118%
Charles Schwab
25
Charles Schwab
California
$279K

ADVM Hedge Fund Activity: Q4 2024 in Review

69 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q4 2024, worth a combined $74.1M — down 38% from $120M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ADVM and 9 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Citadel Advisors, adding an estimated $845K. The largest seller was VR Adviser, exiting entirely with an estimated $10.3M sold.

  • 69 institutional investors held Adverum Biotechnologies (ADVM) as of Q4 2024, down from 77 in Q3 2024.
  • Funds reported $74.1M of Adverum Biotechnologies stock for Q4 2024, down 38% quarter-over-quarter.
  • 9 funds opened new Adverum Biotechnologies positions in Q4 2024 and 17 closed out, a net change of -8 holders.
  • The largest Adverum Biotechnologies buyer in Q4 2024 was Citadel Advisors, an estimated $845K added.
  • The largest Adverum Biotechnologies seller in Q4 2024 was VR Adviser, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2024.