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Avantor
AVTR

Overview Fund Activity

496 hedge funds and large institutions have $9.62B invested in Avantor in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+20
Holders Change %
+4.2%
% of All Funds
6.65%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.17%
New
93
Increased
214
Reduced
140
Closed
65
Calls
$43.6M
Puts
$27.7M
Net Calls
+$15.9M
Net Calls Change
-$4.1M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.58B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$761M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$82.1M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$78.9M
5
ECM
5
Engine Capital Management
New York
$74.1M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$60.7M
2
UBS Group
2
UBS Group
Switzerland
$82.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$130M
4
CIM
4
CCLA Investment Management
United Kingdom
$0
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
451
Prestige Wealth Management Group
New Jersey
$4.16K +$1.56K +116 +60%
CAM
452
Costello Asset Management
Pennsylvania
$4.04K – – –
NEWAS
453
N.E.W. Advisory Services
Wisconsin
$3.37K – – –
TPWA
454
Twin Peaks Wealth Advisors
California
$3.06K +$3.06K +242 New
RA
455
Ransom Advisory
Rhode Island
$2.69K – – –
MEG
456
Millstone Evans Group
Colorado
$2.61K -$7.2K -535 -73%
Jones Financial Companies
457
Jones Financial Companies
Missouri
$2.53K +$297 +22 +13%
TWD
458
True Wealth Design
Ohio
$2.48K +$713 +53 +40%
MCM
459
MV Capital Management
Maryland
$2.44K +$1.27K +94 +108%
SO
460
Sierra Ocean
California
$2.3K -$4.44K -330 -66%
BIA
461
Bell Investment Advisors
California
$2.26K +$1.95K +145 +630%
WTA
462
Washington Trust Advisors
Massachusetts
$2.23K +$390 +29 +21%
HI
463
Hoey Investments
Pennsylvania
$2.15K – – –
BCWM
464
Bartlett & Co Wealth Management
Ohio
$2.11K +$2.11K +157 New
AW
465
Avion Wealth
Texas
$2K +$1.02K +93 +103%
CFB
466
Cullen/Frost Bankers
Texas
$1.97K – – –
NC
467
NewSquare Capital
Pennsylvania
$1.9K +$1.9K +141 New
SC
468
SouthState Corp
Florida
$1.87K -$11.3K -842 -86%
FFO
469
Fortitude Family Office
Arizona
$1.84K +$1.84K +137 New
RF
470
Rossby Financial
Florida
$1.64K – – –
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$1.63K -$21.3K -1,580 -93%
RIL
472
Rothschild Investment LLC
Illinois
$1.52K +$1.27K +94 +495%
SAM
473
Smartleaf Asset Management
Massachusetts
$1.45K -$4.83K -357 -77%
BFS
474
Bare Financial Services
Pennsylvania
$969 +$13 +1 +1%
AEPWM
475
Atlantic Edge Private Wealth Management
Florida
$848 – – –
17 18
19
20 21