We are live on ! Find out more
AVTR icon

Avantor

484 hedge funds and large institutions have $11.3B invested in Avantor in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 197 increasing their positions, 168 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $15.7M

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 168

0.84% more ownership

Funds ownership: 100.73%101.57% (+0.84%)

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

2% less funds holding

Funds holding: 492484 (-8)

22% less capital invested

Capital invested by funds: $14.4B → $11.3B (-$3.17B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
484
Holders Change
-8
Holders Change %
-1.63%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
62
Increased
197
Reduced
168
Closed
65
Calls
$35.7M
Puts
$15.7M
Net Calls
+$20M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
426
Quent Capital
New York
$6.68K +$6.37K +336 +442%
WCM
427
WealthTrak Capital Management
Virginia
$6.48K -$663 -35 -8%
JWA
428
JFS Wealth Advisors
Pennsylvania
$5.93K +$1.29K +68 +23%
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.82K +$6.8K +359 New
CAM
430
Costello Asset Management
Pennsylvania
$4.86K +$5.68K +300 New
SCB
431
Saudi Central Bank
Saudi Arabia
$4.34K +$5.08K +268 New
AWM
432
Activest Wealth Management
Florida
$4.23K +$4.94K +261 New
NEWAS
433
N.E.W. Advisory Services
Wisconsin
$4.05K +$4.74K +250 New
RTL
434
Red Tortoise LLC
Georgia
$3.96K +$4.62K +244 New
RA
435
Ransom Advisory
Rhode Island
$3.24K
PWMG
436
Prestige Wealth Management Group
New Jersey
$3.13K -$530 -28 -13%
CFO
437
CVA Family Office
Colorado
$3K +$682 +36 +24%
IA
438
IFP Advisors
Florida
$2.9K -$701 -37 Closed
Jones Financial Companies
439
Jones Financial Companies
Missouri
$2.67K -$17.6K -929 -85%
HI
440
Hoey Investments
Pennsylvania
$2.59K
CFB
441
Cullen/Frost Bankers
Texas
$2.37K
SW
442
SVB Wealth
Massachusetts
$2.3K +$2.69K +142 New
WSFS
443
Wilmington Savings Fund Society
Delaware
$2.29K -$2.39K -126 -47%
TCOV
444
Trust Company of Vermont
Vermont
$2.25K
WTA
445
Washington Trust Advisors
Massachusetts
$2.22K -$5.13K -271 -66%
SAM
446
Sherman Asset Management
California
$2.14K
TWD
447
True Wealth Design
Ohio
$2.12K +$1.78K +94 +254%
AF
448
Advisornet Financial
Minnesota
$2.09K +$644 +34 +36%
CIAS
449
CBIZ Investment Advisory Services
Ohio
$2.03K +$568 +30 +32%
HWM
450
Hemington Wealth Management
Virginia
$2K -$1.04K -55 -27%