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Avantor

419 hedge funds and large institutions have $7.98B invested in Avantor in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 193 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% more ownership

Funds ownership: 99.57%101.89% (+2.3%)

6% less capital invested

Capital invested by funds: $8.47B → $7.98B (-$491M)

10% less funds holding

Funds holding: 465419 (-46)

38% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 103

40% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 193

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

74% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $52.2M

Holders
419
Holders Change
-46
Holders Change %
-9.89%
% of All Funds
5.1%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.09%
New
64
Increased
116
Reduced
193
Closed
103
Calls
$13.5M
Puts
$52.2M
Net Calls
-$38.7M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
-$11.6K -927 Closed
MEG
502
Millstone Evans Group
Colorado
-$6.89K -552 Closed
BF
503
BOK Financial
Oklahoma
-$5.67K -454 Closed
BGAI
504
Bruce G. Allen Investments
Colorado
-$5.3K -425 Closed
NEWAS
505
N.E.W. Advisory Services
Wisconsin
-$3.12K -250 Closed
CFO
506
CVA Family Office
Colorado
-$3.06K -245 Closed
HPC
507
HM Payson & Co
Maine
-$2.31K -185 Closed
JWM
508
JPL Wealth Management
Colorado
-$2.17K -174 Closed
HI
509
Hoey Investments
Pennsylvania
-$2K -160 Closed
BIA
510
Bell Investment Advisors
California
-$1.72K -138 Closed
NS
511
NBC Securities
Alabama
-$1.25K -100 Closed
TFA
512
Transamerica Financial Advisors
Florida
-$1.1K -88 Closed
AW
513
Avion Wealth
Texas
-$1K -83 Closed
Optiver Holding
514
Optiver Holding
Netherlands
-$998 -80 Closed
BFS
515
Bare Financial Services
Pennsylvania
-$624 -50 Closed
BWL
516
Bogart Wealth LLC
Virginia
-$524 -42 Closed
CPG
517
Cornerstone Planning Group
New Jersey
-$442 -40 Closed
HFS
518
Hughes Financial Services
Virginia
-$460 -40 Closed
PWA
519
Physician Wealth Advisors
Utah
-$487 -39 Closed
WWA
520
Wealth Watch Advisors
Colorado
-$324 -26 Closed
RS
521
Rakuten Securities
Japan
-$12 -1 Closed