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Avantor

415 hedge funds and large institutions have $7.98B invested in Avantor in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 192 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:

41% less first-time investments, than exits

New positions opened: 61 | 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
415
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
CAM
376
Costello Asset Management
Pennsylvania
$3.44K
SC
377
SouthState Corp
Florida
$3.27K
CTC
378
Central Trust Company
Missouri
$2.65K
LI
379
LRI Investments
Florida
$2.52K
RFP
380
Root Financial Partners
California
$2.3K
RA
381
Ransom Advisory
Rhode Island
$2.29K
S
382
Sachetta
Massachusetts
$2.05K
CFM
383
Cornerstone Financial Management
Massachusetts
$1.9K
JWA
384
JFS Wealth Advisors
Pennsylvania
$1.4K
CH
385
Cromwell Holdings
Wyoming
$1.29K
CTB
386
Country Trust Bank
Illinois
$1.05K
FCAS
387
First Command Advisory Services
Texas
$928
PWMG
388
Prestige Wealth Management Group
New Jersey
$837
AEPWM
389
Atlantic Edge Private Wealth Management
Florida
$722
TWD
390
True Wealth Design
Ohio
$654
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$642
M
392
MOTCO
Texas
$630
PWMG
393
Private Wealth Management Group
New Jersey
$608
AWM
394
Activest Wealth Management
Florida
$584
FFO
395
Fortitude Family Office
Arizona
$527
HI
396
Harbour Investments
Wisconsin
$435
FC
397
Financial Consulate
Maryland
$390
CA
398
Clearstead Advisors
Ohio
$333
VWA
399
Valued Wealth Advisors
Utah
$321
DF
400
DecisionPoint Financial
Arizona
$276