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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
RIL
376
Rothschild Investment LLC
Illinois
$3.32K +$246 +25 +6%
PWAM
377
Private Wealth Asset Management
Iowa
$3.07K -$69 -7 -2%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$2.87K +$3.05K +310 +554%
FHC
379
First Horizon Corporation
Tennessee
$2.84K -$5.73K -582 -62%
RFP
380
Root Financial Partners
California
$2.63K +$1.32K +134 +67%
ZBNA
381
Zions Bancorporation, National Association
Utah
$2.58K +$3.24K +329 New
PFBT
382
Parkside Financial Bank & Trust
Missouri
$2.39K -$2.77K -282 -48%
CAM
383
Costello Asset Management
Pennsylvania
$2.35K
TPWA
384
Twin Peaks Wealth Advisors
California
$2.04K +$2.56K +260 New
TWC
385
TD Waterhouse Canada
Ontario, Canada
$2.02K -$235K -23,839 -99%
CTC
386
Central Trust Company
Missouri
$1.81K
SWM
387
Spire Wealth Management
Virginia
$1.27K -$12.4K -1,261 -89%
BGAI
388
Bruce G. Allen Investments
Colorado
$1.1K +$1.38K +140 New
MCM
389
Manchester Capital Management
Vermont
$1.1K +$1.38K +140 New
PWA
390
Physician Wealth Advisors
Utah
$1.06K +$1.33K +135 New
BIA
391
Bell Investment Advisors
California
$965 +$1.21K +123 New
BWL
392
Bogart Wealth LLC
Virginia
$956 +$1.2K +122 New
BC
393
Bayforest Capital
United Kingdom
$949 +$1.19K +121 New
EP
394
Essential Partners
California
$878 -$561 -57 -34%
MCM
395
MV Capital Management
Maryland
$824 +$925 +94 +855%
AWM
396
Activest Wealth Management
Florida
$737 +$423 +43 +84%
CTB
397
Country Trust Bank
Illinois
$721
HI
398
Harbour Investments
Wisconsin
$674 +$472 +48 +126%
FCAS
399
First Command Advisory Services
Texas
$635
BFS
400
Bare Financial Services
Pennsylvania
$627 +$787 +80 New