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Avalo Therapeutics

97 hedge funds and large institutions have $464M invested in Avalo Therapeutics in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more call options, than puts

Call options by funds: $43M | Put options by funds: $5.7M

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

29% more capital invested

Capital invested by funds: $361M → $464M (+$103M)

26.83% more ownership

Funds ownership: 109.66%136.49% (+27%)

15% more funds holding

Funds holding: 8497 (+13)

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
30
Reduced
20
Closed
19
Calls
$43M
Puts
$5.7M
Net Calls
+$37.3M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43M +$41.6M +2,659,181 +1,207%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$32.3M +$33.8M +2,162,684 New
CP
3
Caligan Partners
New York
$24.4M +$11.8M +753,490 +85%
BI
4
BVF Inc
California
$24.4M +$4.34M +277,588 +20%
ACA
5
Avoro Capital Advisors
New York
$21.1M +$22M +1,410,000 New
AAA
6
Affinity Asset Advisors
New York
$20M +$4.53M +289,786 +28%
NCM
7
Nantahala Capital Management
Connecticut
$18.4M
UBS Group
8
UBS Group
Switzerland
$17M +$10.4M +664,164 +139%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$13.7M +$4.51M +288,640 +46%
FCM
10
Farallon Capital Management
California
$13.7M +$14.3M +916,000 New
RI
11
RTW Investments
New York
$12.8M +$13.4M +856,962 New
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$12.8M +$4.75M +304,000 +55%
Millennium Management
13
Millennium Management
New York
$12.5M +$2.74M +175,505 +27%
TCM
14
TCG Crossover Management
California
$11M +$3.99M +255,383 +53%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$10.9M +$4.57M +292,274 +67%
VCM
16
Vanguard Capital Management
Pennsylvania
$10.7M +$11.3M +719,694 New
RCM
17
RA Capital Management
Massachusetts
$9.9M
Bank of America
18
Bank of America
North Carolina
$9.6M +$339K +21,650 +3%
CC
19
Commodore Capital
New York
$7.21M
O
20
OrbiMed
New York
$7.09M -$11.1M -712,135 -60%
Jennison Associates
21
Jennison Associates
New York
$7.03M -$75.8K -4,850 -1%
CM
22
Caption Management
Oklahoma
$6.79M +$6.29M +402,359 +764%
SCM
23
Soleus Capital Management
Connecticut
$6.6M
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$6.31M +$3.52M +225,034 +114%
KCM
25
Kennedy Capital Management
Missouri
$5.79M +$6.07M +387,982 New

AVTX Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q1 2026, worth a combined $464M — up 29% from $361M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AVTX positions and 19 closed out — a net gain of 14 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.6M. The largest seller was OrbiMed, cutting an estimated $11.1M.

  • 97 institutional investors held Avalo Therapeutics (AVTX) as of Q1 2026, up from 84 in Q4 2025.
  • Funds reported $464M of Avalo Therapeutics stock for Q1 2026, up 29% quarter-over-quarter.
  • 33 funds opened new Avalo Therapeutics positions in Q1 2026 and 19 closed out, a net change of +14 holders.
  • The largest Avalo Therapeutics buyer in Q1 2026 was Fidelity Investments, an estimated $41.6M added.
  • The largest Avalo Therapeutics seller in Q1 2026 was OrbiMed, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.