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Adverum Biotechnologies
ADVM

Overview Fund Activity

70 hedge funds and large institutions have $69.8M invested in Adverum Biotechnologies in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
18
Reduced
22
Closed
9
Calls
$28K
Puts
$42K
Net Calls
-$14K
Net Calls Change
+$3K

Top Buyers

1
BCM
1
BML Capital Management
Indiana
$12M
2
PWA
2
Principia Wealth Advisory
Texas
$6.07M
3
WA
3
Waverly Advisors
Alabama
$700K
4
PFCS
4
Pale Fire Capital SE
Czech Republic
$1.61M
5
GWA
5
GGM Wealth Advisors
Maryland
$461K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
TI
3
Trexquant Investment
Connecticut
$81.7K
4
BlackRock
4
BlackRock
New York
$6.24M
5
Morgan Stanley
5
Morgan Stanley
New York
$300K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.62K +1,694 +2,017%
Legal & General Group
52
Legal & General Group
United Kingdom
$7.85K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$7.19K -$3.89K -891 -35%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$6.59K – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$6.01K +$6.01K +1,375 New
AB
56
Amalgamated Bank
New York
$3K – – –
SCM
57
Sterling Capital Management
North Carolina
$1.63K -$1.46K -333 -47%
Group One Trading
58
Group One Trading
Illinois
$1.28K -$122K -27,974 -99%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$1.16K +$769 +176 +196%
EWA
60
EQ Wealth Advisors
Texas
$708 +$708 +162 New
Osaic Holdings
61
Osaic Holdings
Arizona
$634 -$1.88K -429 -75%
RIL
62
Rothschild Investment LLC
Illinois
$437 +$437 +100 New
SS
63
SBI Securities
Japan
$367 -$4 -1 -1%
AF
64
Allworth Financial
California
$303 – – –
PA
65
Parallel Advisors
California
$219 – – –
GI
66
GAMMA Investing
California
$205 +$70 +16 +52%
GIA
67
GHP Investment Advisors
Colorado
$88 – – –
EWA
68
EverSource Wealth Advisors
Alabama
$31 +$31 +7 New
IA
69
IFP Advisors
Florida
$17 -$19 – –
FFA
70
Frazier Financial Advisors
Ohio
$5 – – –
Deutsche Bank
71
Deutsche Bank
Germany
$4 – – –
Citadel Advisors
72
Citadel Advisors
Florida
– -$696K -149,071 Closed
Marshall Wace
73
Marshall Wace
United Kingdom
– -$458K -98,027 Closed
Millennium Management
74
Millennium Management
New York
– -$200K -42,847 Closed
CC
75
Corton Capital
Ontario, Canada
– -$153K -32,696 Closed
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