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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
CA
401
Clearstead Advisors
Ohio
$333 +$357 +29 New
VWA
402
Valued Wealth Advisors
Utah
$321
DF
403
DecisionPoint Financial
Arizona
$276
AssetMark Inc
404
AssetMark Inc
California
$241 -$7.56K -614 -97%
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$206 +$222 +18 New
DF
406
Dunhill Financial
United Kingdom
$188 +$197 +16 New
HNB
407
Huntington National Bank
Ohio
$171 -$6.93K -563 -97%
BHWM
408
Bay Harbor Wealth Management
Maryland
$171 +$86 +7 +88%
AGWCA
409
Annis Gardner Whiting Capital Advisors
Florida
$149 +$160 +13 New
SS
410
SBI Securities
Japan
$138 -$418 -34 -74%
PWA
411
Principia Wealth Advisory
Texas
$138 -$357 -29 -71%
KFAS
412
Keating Financial Advisory Services
Kansas
$138 +$148 +12 New
MCM
413
MV Capital Management
Maryland
$127 -$6.52K -530 -98%
Q1WB
414
Quest 10 Wealth Builders
Virginia
$117
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$115
LFG
416
Larson Financial Group
Missouri
$69 -$431 -35 -85%
HIA
417
HFM Investment Advisors
New Jersey
$69
TCM
418
TD Capital Management
Tennessee
$69
BW
419
Bravera Wealth
North Dakota
$69 +$74 +6 New
Holocene Advisors
420
Holocene Advisors
New York
-$68.6M -5,493,677 Closed
Point72 Asset Management
421
Point72 Asset Management
Connecticut
-$31.1M -2,495,068 Closed
Renaissance Technologies
422
Renaissance Technologies
New York
-$20.6M -1,651,100 Closed
WP
423
Woodline Partners
California
-$20.3M -1,628,501 Closed
American Century Companies
424
American Century Companies
Missouri
-$19M -1,524,991 Closed
GLA
425
Great Lakes Advisors
Illinois
-$13.4M -1,075,946 Closed