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Avantor

429 hedge funds and large institutions have $5.3B invested in Avantor in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 127

25% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 73

2% more funds holding

Funds holding: 419429 (+10)

2.86% less ownership

Funds ownership: 101.89%99.03% (-2.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less capital invested

Capital invested by funds: $7.98B → $5.3B (-$2.67B)

93% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $72.8M

Holders
429
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
91
Increased
166
Reduced
127
Closed
73
Calls
$4.76M
Puts
$72.8M
Net Calls
-$68M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$209K -$2.03K -206 -0.8%
M&T Bank
252
M&T Bank
New York
$208K +$91.6K +9,311 +54%
CW
253
Channel Wealth
California
$200K
CPIG
254
Chicago Partners Investment Group
Illinois
$199K +$237K +24,069 New
HFS
255
Hantz Financial Services
Michigan
$193K +$93.5K +9,505 +63%
OAC
256
OMERS Administration Corp
Ontario, Canada
$190K
GI
257
GAMMA Investing
California
$189K +$153K +15,574 +183%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$188K -$102K -10,335 -30%
PCM
259
Prelude Capital Management
New York
$180K +$59K +6,000 +35%
SCM
260
Shelton Capital Management
Colorado
$178K
EF
261
Empowered Funds
Pennsylvania
$177K -$42K -4,270 -16%
BM
262
Belfer Management
New York
$175K -$12.8K -1,304 -6%
SCM
263
Sterling Capital Management
North Carolina
$174K -$166K -16,917 -43%
BL
264
BFSG LLC
California
$173K +$26.5K +2,692 +14%
SCA
265
Snowden Capital Advisors
New York
$170K +$51K +5,182 +31%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$168K -$1.2M -121,808 -85%
KBC Group
267
KBC Group
Belgium
$168K
SA
268
Sanctuary Advisors
Indiana
$168K -$342K -34,775 -62%
LSA
269
Leonteq Securities AG
Switzerland
$167K +$150K +15,268 +256%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$166K
KA
271
Kintegral Advisory
New York
$166K -$9.22K -937 -4%
FTWA
272
Fifth Third Wealth Advisors
Ohio
$161K +$11.4K +1,161 +6%
VAG
273
VisionPoint Advisory Group
Texas
$157K -$1.19M -121,149 -86%
LIP
274
Lighthouse Investment Partners
Florida
$153K -$22.8K -2,317 -11%
NDSIB
275
North Dakota State Investment Board
North Dakota
$151K -$40K -4,066 -17%