We are live on ! Find out more
AVTR icon

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
S
401
Sachetta
Massachusetts
$612 -$994 -101 -56%
SC
402
SouthState Corp
Florida
$588 -$2.07K -210 -74%
PWPS
403
Pinnacle Wealth Planning Services
Ohio
$572 +$541 +55 +306%
IRC
404
Investors Research Corp
Georgia
$533 +$669 +68 New
CPG
405
Cornerstone Planning Group
New Jersey
$516 +$630 +64 New
SAM
406
Smartleaf Asset Management
Massachusetts
$493 -$108K -11,001 -99%
SWM
407
SHP Wealth Management
Massachusetts
$470 +$590 +60 New
SS
408
SBI Securities
Japan
$455 +$453 +46 +383%
AA
409
Addison Advisors
Vermont
$408 +$512 +52 New
CFD
410
Creative Financial Designs
Indiana
$314 +$394 +40 New
VWA
411
Valued Wealth Advisors
Utah
$220
CFO
412
CVA Family Office
Colorado
$196 +$246 +25 New
DF
413
DecisionPoint Financial
Arizona
$189
PWMG
414
Prestige Wealth Management Group
New Jersey
$142 -$541 -55 -75%
DF
415
Dunhill Financial
United Kingdom
$128
3FI
416
3 Factor Indexing
California
$95 +$118 +12 New
ACA
417
American Capital Advisory
Idaho
$87 +$108 +11 New
QWM
418
Quaker Wealth Management
New Jersey
$87 +$108 +11 New
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$79
SFS
420
Sunrise Financial Services
Washington
$78 +$98 +10 New
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$63 -$49 -5 -38%
AF
422
Advisornet Financial
Minnesota
$55 +$69 +7 New
BHWM
423
Bay Harbor Wealth Management
Maryland
$54 -$79 -8 -53%
TCM
424
TD Capital Management
Tennessee
$47
KFAS
425
Keating Financial Advisory Services
Kansas
$24 -$89 -9 -75%