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Avantor

419 hedge funds and large institutions have $7.98B invested in Avantor in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 193 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% more ownership

Funds ownership: 99.57%101.89% (+2.3%)

6% less capital invested

Capital invested by funds: $8.47B → $7.98B (-$491M)

10% less funds holding

Funds holding: 465419 (-46)

38% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 103

40% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 193

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
419
Holders Change
-46
Holders Change %
-9.89%
% of All Funds
5.1%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.09%
New
64
Increased
116
Reduced
193
Closed
103
Calls
$13.5M
Puts
$52.2M
Net Calls
-$38.7M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
376
AmeriFlex Group
Nevada
$3.45K -$3.71K -301 -50%
CAM
377
Costello Asset Management
Pennsylvania
$3.44K
SC
378
SouthState Corp
Florida
$3.27K +$1.24K +101 +55%
CTC
379
Central Trust Company
Missouri
$2.65K -$42.4K -3,448 -94%
LI
380
LRI Investments
Florida
$2.52K -$8.47K -688 -76%
BWA
381
Basecamp Wealth Advisors
Washington
$2.35K +$2.52K +205 New
RFP
382
Root Financial Partners
California
$2.3K -$739 -60 -23%
RA
383
Ransom Advisory
Rhode Island
$2.29K
S
384
Sachetta
Massachusetts
$2.05K -$2.22K -180 -50%
EP
385
Essential Partners
California
$1.94K +$2.08K +169 New
CFM
386
Cornerstone Financial Management
Massachusetts
$1.9K +$2.04K +166 New
JWA
387
JFS Wealth Advisors
Pennsylvania
$1.4K +$1.5K +122 New
CH
388
Cromwell Holdings
Wyoming
$1.29K
CTB
389
Country Trust Bank
Illinois
$1.05K -$222 -18 -16%
FCAS
390
First Command Advisory Services
Texas
$928 +$997 +81 New
PWMG
391
Prestige Wealth Management Group
New Jersey
$837 -$2.38K -193 -73%
AEPWM
392
Atlantic Edge Private Wealth Management
Florida
$722
TWD
393
True Wealth Design
Ohio
$654 -$4.21K -342 -86%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$642 +$652 +53 +1,767%
M
395
MOTCO
Texas
$630
PWMG
396
Private Wealth Management Group
New Jersey
$608
AWM
397
Activest Wealth Management
Florida
$584 +$628 +51 New
FFO
398
Fortitude Family Office
Arizona
$527 -$1.35K -110 -71%
HI
399
Harbour Investments
Wisconsin
$435 +$258 +21 +124%
FC
400
Financial Consulate
Maryland
$390 -$418 -34 -50%