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Avery Dennison

800 hedge funds and large institutions have $13.5B invested in Avery Dennison in 2025 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 266 increasing their positions, 254 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

94% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 78

45% more call options, than puts

Call options by funds: $23.7M | Put options by funds: $16.4M

16% more capital invested

Capital invested by funds: $11.7B → $13.5B (+$1.86B)

8% more funds holding

Funds holding: 738800 (+62)

3.39% more ownership

Funds ownership: 92.87%96.25% (+3.4%)

5% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 254

Holders
800
Holders Change
+62
Holders Change %
+8.4%
% of All Funds
9.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
151
Increased
266
Reduced
254
Closed
78
Calls
$23.7M
Puts
$16.4M
Net Calls
+$7.32M
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Compass Ion Advisors
Pennsylvania
$260K
FHA
552
Flagship Harbor Advisors
Massachusetts
$260K -$39.4K -228 -14%
SPIA
553
Steward Partners Investment Advisory
New York
$259K +$7.26K +42 +3%
OL
554
Optas LLC
Texas
$256K +$243K +1,406 New
RWA
555
River Wealth Advisors
Pennsylvania
$255K -$359K -2,078 -60%
MAS
556
Meeder Advisory Services
Ohio
$255K -$19.7K -114 -8%
PDL
557
Portfolio Design Labs
California
$250K -$1.73K -10 -0.7%
WI
558
WBI Investments
New Jersey
$247K +$235K +1,357 New
AssetMark Inc
559
AssetMark Inc
California
$246K +$57.9K +335 +33%
LS
560
Livforsakringsbolaget Skandia
Sweden
$246K
ADL
561
Asset Dedication LLC
California
$244K
PA
562
Parallel Advisors
California
$244K +$5.53K +32 +2%
AAP
563
Arax Advisory Partners
Colorado
$244K -$1.11M -6,393 -83%
DWT
564
Dorsey & Whitney Trust
South Dakota
$243K -$43.8K -253 -16%
GWM
565
Goldenstone Wealth Management
California
$243K +$231K +1,335 New
HP
566
Havemeyer Place
Connecticut
$243K +$231K +1,335 New
JSW
567
Journey Strategic Wealth
New Jersey
$241K -$29.6K -171 -11%
LTAS
568
Linden Thomas Advisory Services
North Carolina
$239K -$3.11K -18 -1%
OIA
569
OneDigital Investment Advisors
Kansas
$238K +$11.8K +68 +5%
Jones Financial Companies
570
Jones Financial Companies
Missouri
$237K +$3.11K +18 +1%
CAM
571
Claret Asset Management
Quebec, Canada
$237K -$519 -3 -0.2%
MCM
572
MAI Capital Management
Ohio
$237K +$1.56K +9 +0.7%
IC
573
Inscription Capital
Texas
$235K +$223K +1,292 New
PFM
574
Patton Fund Management
Texas
$234K
KPWS
575
Kestra Private Wealth Services
Texas
$233K -$16.6K -96 -7%