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Avantor

452 hedge funds and large institutions have $8.46B invested in Avantor in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 194 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $9.57B → $8.46B (-$1.11B)

27% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 194

32% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 111

Holders
452
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.8M
Puts
$17.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
426
Avion Wealth
Texas
$1K
Optiver Holding
427
Optiver Holding
Netherlands
$998
QC
428
Quent Capital
New York
$948
FC
429
Financial Consulate
Maryland
$849
AEPWM
430
Atlantic Edge Private Wealth Management
Florida
$787
M
431
MOTCO
Texas
$686
PWMG
432
Private Wealth Management Group
New Jersey
$662
BFS
433
Bare Financial Services
Pennsylvania
$624
SS
434
SBI Securities
Japan
$574
BWL
435
Bogart Wealth LLC
Virginia
$524
LFG
436
Larson Financial Group
Missouri
$512
PWA
437
Physician Wealth Advisors
Utah
$487
HFS
438
Hughes Financial Services
Virginia
$460
CPG
439
Cornerstone Planning Group
New Jersey
$442
VWA
440
Valued Wealth Advisors
Utah
$350
DF
441
DecisionPoint Financial
Arizona
$329
WWA
442
Wealth Watch Advisors
Colorado
$324
HI
443
Harbour Investments
Wisconsin
$212
DPW
444
DiNuzzo Private Wealth
Pennsylvania
$135
Q1WB
445
Quest 10 Wealth Builders
Virginia
$128
BHWM
446
Bay Harbor Wealth Management
Maryland
$99
HIA
447
HFM Investment Advisors
New Jersey
$75
TCM
448
TD Capital Management
Tennessee
$75
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$37
RS
450
Rakuten Securities
Japan
$12