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Avantor

414 hedge funds and large institutions have $7.97B invested in Avantor in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 115 increasing their positions, 191 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

40% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 103

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

74% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $52.2M

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.5M
Puts
$52.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
SouthState Corp
Florida
$3.27K
CTC
377
Central Trust Company
Missouri
$2.65K
LI
378
LRI Investments
Florida
$2.52K
RFP
379
Root Financial Partners
California
$2.3K
RA
380
Ransom Advisory
Rhode Island
$2.29K
S
381
Sachetta
Massachusetts
$2.05K
CFM
382
Cornerstone Financial Management
Massachusetts
$1.9K
JWA
383
JFS Wealth Advisors
Pennsylvania
$1.4K
CH
384
Cromwell Holdings
Wyoming
$1.29K
CTB
385
Country Trust Bank
Illinois
$1.05K
FCAS
386
First Command Advisory Services
Texas
$928
PWMG
387
Prestige Wealth Management Group
New Jersey
$837
AEPWM
388
Atlantic Edge Private Wealth Management
Florida
$722
TWD
389
True Wealth Design
Ohio
$654
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$642
M
391
MOTCO
Texas
$630
PWMG
392
Private Wealth Management Group
New Jersey
$608
AWM
393
Activest Wealth Management
Florida
$584
FFO
394
Fortitude Family Office
Arizona
$527
HI
395
Harbour Investments
Wisconsin
$435
FC
396
Financial Consulate
Maryland
$390
CA
397
Clearstead Advisors
Ohio
$333
VWA
398
Valued Wealth Advisors
Utah
$321
DF
399
DecisionPoint Financial
Arizona
$276
AssetMark Inc
400
AssetMark Inc
California
$241