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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
Lido Advisors
576
Lido Advisors
California
$233K -$173K -1,001 -42%
CT
577
Caldwell Trust
Florida
$230K
MNBTD
578
Moody National Bank Trust Division
Texas
$228K +$217K +1,255 New
TG
579
TCW Group
California
$225K +$214K +1,237 New
BC
580
Burney Company
Virginia
$225K -$23.9K -138 -10%
MF
581
Meridian Financial
Massachusetts
$224K -$17.3K -100 -8%
IC
582
IEQ Capital
California
$223K +$212K +1,226 New
PFS
583
Prospera Financial Services
Texas
$222K +$211K +1,221 New
Federated Hermes
584
Federated Hermes
Pennsylvania
$222K -$12.6K -73 -6%
ZBNA
585
Zions Bancorporation, National Association
Utah
$222K -$8.47K -49 -4%
SWP
586
Sagespring Wealth Partners
Tennessee
$218K +$208K +1,201 New
FIM
587
Fruth Investment Management
Texas
$218K +$208K +1,200 New
CFG
588
Citizens Financial Group
Rhode Island
$217K +$207K +1,195 New
BFS
589
Bradley Foster & Sargent
Connecticut
$215K +$204K +1,180 New
NA
590
Navellier & Associates
Nevada
$214K +$204K +1,178 New
SCP
591
Sivia Capital Partners
California
$214K +$203K +1,176 New
APA
592
Astoria Portfolio Advisors
New York
$212K +$186K +1,077 New
TE
593
Tema ETFs
New York
$212K +$201K +1,164 New
BIG
594
Brooklyn Investment Group
New York
$212K +$200K +1,159 New
EC
595
EntryPoint Capital
New York
$211K +$201K +1,160 New
AG
596
AlTi Global
New York
$211K +$200K +1,159 New
CC
597
Chicago Capital
Illinois
$206K +$196K +1,135 New
IAA
598
Independent Advisor Alliance
North Carolina
$205K +$195K +1,129 New
CCA
599
Checchi Capital Advisers
California
$204K +$194K +1,121 New
Capstone Investment Advisors
600
Capstone Investment Advisors
New York
$203K +$193K +1,117 New