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Avantor
AVTR

Overview Fund Activity

476 hedge funds and large institutions have $11.1B invested in Avantor in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 165 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-9
Holders Change %
-1.86%
% of All Funds
6.47%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
64
Increased
193
Reduced
165
Closed
66
Calls
$35.7M
Puts
$15.7M
Net Calls
+$20M
Net Calls Change
+$112M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$188M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$139M
3
Millennium Management
Millennium Management
New York
+$86M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$79M
5
Holocene Advisors
Holocene Advisors
New York
+$46.2M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$253M
2
Boston Partners
Boston Partners
Massachusetts
-$103M
3
DCP
Durable Capital Partners
Maryland
-$101M
4
SI
Standard Investments
New York
-$60.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
451
Avion Wealth
Texas
$1K – – –
CPG
452
Cornerstone Planning Group
New Jersey
$944 +$248 +16 +36%
SS
453
SBI Securities
Japan
$940 – – –
VWA
454
Valued Wealth Advisors
Utah
$908 – – –
S
455
Sachetta
Massachusetts
$892 -$81 -5 -8%
M
456
MOTCO
Texas
$892 +$892 +55 New
GFPC
457
Global Financial Private Client
Florida
$794 +$454 +28 +133%
CH
458
Cromwell Holdings
Wyoming
$778 +$778 +48 New
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$714 -$471 -29 -40%
BGAI
460
Bruce G. Allen Investments
Colorado
$600 -$5.85K -361 -91%
BWL
461
Bogart Wealth LLC
Virginia
$519 -$2.11K -130 -80%
MAS
462
MPWM Advisory Solutions
Georgia
$519 – – –
FMP
463
Financial Management Professionals
Texas
$389 +$389 +24 New
BIA
464
Bell Investment Advisors
California
$373 -$714 -44 -66%
ACA
465
American Capital Advisory
Idaho
$341 +$341 +21 New
RIL
466
Rothschild Investment LLC
Illinois
$308 +$195 +12 +171%
WW
467
Winnow Wealth
Texas
$260 +$92 +6 +55%
CA
468
CoreCap Advisors
Michigan
$243 +$243 +15 New
HCP
469
Hexagon Capital Partners
Arkansas
$243 +$243 +15 New
BHWM
470
Bay Harbor Wealth Management
Maryland
$210 +$210 +13 New
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$195 – – –
Q1WB
472
Quest 10 Wealth Builders
Virginia
$166 +$166 +10 New
PWM
473
Parkworth Wealth Management
California
$113 -$65 -4 -36%
TCM
474
TD Capital Management
Tennessee
$97 – – –
PWA
475
Principia Wealth Advisory
Texas
$64 -$96 -6 -60%
17 18
19
20 21