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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
RF
451
Rossby Financial
Florida
$1.58K +$2.31K +122 New
LFG
452
Larson Financial Group
Missouri
$1.56K +$1.69K +89 +1,271%
PWMG
453
Private Wealth Management Group
New Jersey
$1.51K -$625 -33 -26%
HI
454
Harbour Investments
Wisconsin
$1.51K +$833 +44 +90%
MCM
455
MV Capital Management
Maryland
$1.41K -$1.31K -69 -44%
PWA
456
Provenance Wealth Advisors
Florida
$1.36K
BFS
457
Bare Financial Services
Pennsylvania
$1.15K +$1.34K +71 New
AEPWM
458
Atlantic Edge Private Wealth Management
Florida
$1.02K
AW
459
Avion Wealth
Texas
$1K
CPG
460
Cornerstone Planning Group
New Jersey
$944 +$303 +16 +36%
SS
461
SBI Securities
Japan
$940
VWA
462
Valued Wealth Advisors
Utah
$908
S
463
Sachetta
Massachusetts
$892 -$95 -5 -8%
M
464
MOTCO
Texas
$892 +$1.04K +55 New
GFPC
465
Global Financial Private Client
Florida
$794 +$530 +28 +133%
CH
466
Cromwell Holdings
Wyoming
$778 +$909 +48 New
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$714 -$549 -29 -40%
BGAI
468
Bruce G. Allen Investments
Colorado
$600 -$6.84K -361 -91%
BWL
469
Bogart Wealth LLC
Virginia
$519 -$2.46K -130 -80%
MAS
470
MPWM Advisory Solutions
Georgia
$519
FMP
471
Financial Management Professionals
Texas
$389 +$455 +24 New
BIA
472
Bell Investment Advisors
California
$373 -$833 -44 -66%
ACA
473
American Capital Advisory
Idaho
$341 +$398 +21 New
RIL
474
Rothschild Investment LLC
Illinois
$308 +$227 +12 +171%
WW
475
Winnow Wealth
Texas
$260 +$114 +6 +55%