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Avery Dennison

738 hedge funds and large institutions have $11.7B invested in Avery Dennison in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 234 increasing their positions, 290 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $5.15M

2.34% less ownership

Funds ownership: 95.21%92.87% (-2.3%)

4% less funds holding

Funds holding: 767738 (-29)

14% less capital invested

Capital invested by funds: $13.5B → $11.7B (-$1.85B)

19% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 290

21% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 89

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
738
Holders Change
-29
Holders Change %
-3.78%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
70
Increased
234
Reduced
290
Closed
89
Calls
$7.01M
Puts
$5.15M
Net Calls
+$1.85M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
601
Loomis, Sayles & Company
Massachusetts
$43.6K +$862 +5 +2%
AF
602
Advisornet Financial
Minnesota
$42.7K -$10.7K -62 -19%
IA
603
IFP Advisors
Florida
$41.7K +$12.9K +75 +41%
BDPWM
604
Barnes Dennig Private Wealth Management
Ohio
$37.6K -$43.1K -250 -52%
CA
605
Clearstead Advisors
Ohio
$37.5K -$7.75K -45 -16%
MWPCG
606
Measured Wealth Private Client Group
New Hampshire
$36.3K +$38.6K +224 New
CAM
607
Costello Asset Management
Pennsylvania
$36.2K
OL
608
OneFund LLC
Florida
$36K +$1.72K +10 +5%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$35.5K +$1.38K +8 +4%
SIM
610
Sentry Investment Management
Wisconsin
$35K -$3.1K -18 -8%
ACA
611
American Capital Advisory
Idaho
$33.2K +$689 +4 +2%
PWAM
612
Private Wealth Asset Management
Iowa
$32.4K
CSC
613
Caldwell Sutter Capital
California
$32.1K
CI
614
CX Institutional
Indiana
$32K -$88.2K -512 -72%
CSPIA
615
Cary Street Partners Investment Advisory
Virginia
$31.8K +$2.07K +12 +7%
RA
616
Ransom Advisory
Rhode Island
$31.6K
1IA
617
1620 Investment Advisors
Massachusetts
$30K
GWSG
618
GPS Wealth Strategies Group
Colorado
$29.3K -$3.96K -23 -11%
LFG
619
Larson Financial Group
Missouri
$29.1K +$345 +2 +1%
TCM
620
TD Capital Management
Tennessee
$28.7K -$8.44K -49 -22%
SGK
621
Steigerwald Gordon & Koch
Virginia
$28.5K +$30.3K +176 New
GRP
622
Global Retirement Partners
California
$25.1K -$689 -4 -3%
CH
623
Cromwell Holdings
Wyoming
$24.2K
HWM
624
Hemington Wealth Management
Virginia
$24K -$4.13K -24 -14%
ST
625
Smithfield Trust
Pennsylvania
$23K -$8.44K -49 -26%

AVY Hedge Fund Activity: Q3 2025 in Review

738 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q3 2025, worth a combined $11.7B — down 14% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of AVY and 70 opened new positions — a net loss of 19 holders — while 290 trimmed existing stakes and 234 added.

The largest buyer was Wellington Management Group, adding an estimated $111M. The largest seller was Victory Capital Management, cutting an estimated $209M.

  • 738 institutional investors held Avery Dennison (AVY) as of Q3 2025, down from 767 in Q2 2025.
  • Funds reported $11.7B of Avery Dennison stock for Q3 2025, down 14% quarter-over-quarter.
  • 70 funds opened new Avery Dennison positions in Q3 2025 and 89 closed out, a net change of -19 holders.
  • The largest Avery Dennison buyer in Q3 2025 was Wellington Management Group, an estimated $111M added.
  • The largest Avery Dennison seller in Q3 2025 was Victory Capital Management, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2025.