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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
BHPW
301
Beverly Hills Private Wealth
California
$111K +$139K +14,153 New
VCP
302
Verus Capital Partners
Arizona
$111K +$139K +14,147 New
SB
303
SIG Brokerage
New York
$108K +$136K +13,777 New
SAM
304
Sagewood Asset Management
New York
$103K +$130K +13,191 New
PL
305
Perpetual Ltd
Australia
$103K -$17.9M -1,818,887 -99%
OIA
306
OneDigital Investment Advisors
Kansas
$98.5K +$197 +20 +0.2%
CRC
307
Curi RMB Capital
Illinois
$98.4K +$124K +12,552 New
VA
308
Vident Advisory
Georgia
$97.7K +$123K +12,463 New
PA
309
Profund Advisors
Maryland
$97.3K -$14.1K -1,429 -10%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$97.1K -$32.4K -3,297 -21%
BONST
311
Bank of Nova Scotia Trust
Ontario, Canada
$95.6K -$3.5K -356 -3%
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$95.5K +$121K +12,290 New
Bessemer Group
313
Bessemer Group
New Jersey
$95K -$17.4K -1,764 -13%
EGM
314
Engineers Gate Manager
New York
$92.5K +$116K +11,800 New
SFA
315
Sequoia Financial Advisors
Ohio
$89.1K -$12.5K -1,275 -10%
SC
316
Syon Capital
California
$86.4K -$1.38K -140 -1%
TB
317
Terril Brothers
Missouri
$84.7K
C
318
Certuity
Florida
$82.7K +$104K +10,547 New
AT
319
American Trust
Kentucky
$80.3K -$6.78K -689 -6%
CIS
320
Custom Index Systems
New York
$80.1K +$101K +10,219 New
Stifel Financial
321
Stifel Financial
Missouri
$80K -$155K -15,789 -61%
Teacher Retirement System of Texas
322
Teacher Retirement System of Texas
Texas
$79.7K -$234K -23,825 -70%
NWAG
323
Net Worth Advisory Group
Utah
$79.5K -$5.43K -552 -5%
JSW
324
Journey Strategic Wealth
New Jersey
$79.5K +$99.8K +10,140 New
CAU
325
Caxton Associates (UK)
$78.8K +$98.9K +10,055 New