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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCM
1
BML Capital Management
Indiana
$12M 2,742,317 +474,253 +21%
TCM
2
TCG Crossover Management
California
$7.85M 1,796,482 – –
Franklin Resources
3
Franklin Resources
California
$7.69M 1,760,056 – –
BlackRock
4
BlackRock
New York
$6.24M 1,426,855 -58,427 -4%
PWA
5
Principia Wealth Advisory
Texas
$6.07M 1,696,815 +366,155 +28%
FLSM
6
Frazier Life Sciences Management
California
$4.67M 1,069,244 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.5M 1,029,326 -1,756 -0.2%
5VM
8
5AM Venture Management
California
$2.37M 541,666 – –
VVM
9
Versant Venture Management
California
$2.21M 506,821 – –
Goldman Sachs
10
Goldman Sachs
New York
$2.01M 460,830 -39,880 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.97M 451,258 +8,768 +2%
PFCS
12
Pale Fire Capital SE
Czech Republic
$1.61M 368,267 +53,113 +17%
State Street
13
State Street
Massachusetts
$1.59M 363,974 -5,580 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.26M 287,794 -23,211 -7%
SCM
15
Soleus Capital Management
Connecticut
$1.26M 287,246 – –
RP
16
Regeneron Pharmaceuticals
New York
$791K 180,909 – –
WA
17
Waverly Advisors
Alabama
$700K 160,165 +160,165 New
Renaissance Technologies
18
Renaissance Technologies
New York
$697K 159,569 +29,964 +23%
Northern Trust
19
Northern Trust
Illinois
$657K 150,372 -2,205 -1%
GWA
20
GGM Wealth Advisors
Maryland
$461K 160,157 +75,984 +90%
Morgan Stanley
21
Morgan Stanley
New York
$300K 68,717 -46,071 -40%
UBS Group
22
UBS Group
Switzerland
$251K 57,548 +9,952 +21%
Bank of America
23
Bank of America
North Carolina
$224K 51,222 +7,646 +18%
Invesco
24
Invesco
Georgia
$218K 49,831 +49,831 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$216K 49,324 +989 +2%
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