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Avery Dennison

767 hedge funds and large institutions have $13.5B invested in Avery Dennison in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 293 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.35M

2.27% more ownership

Funds ownership: 92.95%95.21% (+2.3%)

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

4% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$476M)

1% less funds holding

Funds holding: 773767 (-6)

17% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 293

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
10.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
101
Increased
243
Reduced
293
Closed
97
Calls
$11.8M
Puts
$4.35M
Net Calls
+$7.46M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$50.3K +$9.29K +53 +23%
CIAM
627
Caitong International Asset Management
Hong Kong
$49.8K +$22.1K +126 +80%
CA
628
Clearstead Advisors
Ohio
$48.4K +$1.23K +7 +3%
Loomis, Sayles & Company
629
Loomis, Sayles & Company
Massachusetts
$46.3K +$46.3K +264 New
SIM
630
Sentry Investment Management
Wisconsin
$42K
MSE
631
MUFG Securities EMEA
United Kingdom
$40.5K +$40.5K +231 New
TCM
632
TD Capital Management
Tennessee
$39.7K +$39.6K +226 New
CAM
633
Costello Asset Management
Pennsylvania
$39.1K
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$37K +$15.2K +87 +70%
OL
635
OneFund LLC
Florida
$37K +$37.2K +212 New
GWSG
636
GPS Wealth Strategies Group
Colorado
$35.8K
ACA
637
American Capital Advisory
Idaho
$35.3K
PWAM
638
Private Wealth Asset Management
Iowa
$35.1K -$351 -2 -1%
AUB
639
Atlantic Union Bankshares
Virginia
$35.1K +$35.1K +200 New
GWM
640
Geneos Wealth Management
Colorado
$34.7K -$71K -405 -67%
CSC
641
Caldwell Sutter Capital
California
$34.7K
RA
642
Ransom Advisory
Rhode Island
$34.2K -$7.89K -45 -19%
ST
643
Smithfield Trust
Pennsylvania
$34K
AGWCA
644
Annis Gardner Whiting Capital Advisors
Florida
$33.2K +$175 +1 +0.5%
NC
645
NewSquare Capital
Pennsylvania
$32.8K +$20K +114 +156%
1IA
646
1620 Investment Advisors
Massachusetts
$32.5K
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$32.3K -$5.61K -32 -15%
LFG
648
Larson Financial Group
Missouri
$31.1K +$1.75K +10 +6%
HWM
649
Hemington Wealth Management
Virginia
$31K +$2.98K +17 +11%
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$29.8K +$19.6K +112 +193%

AVY Hedge Fund Activity: Q2 2025 in Review

767 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avery Dennison (AVY) for Q2 2025, worth a combined $13.5B — up 3.6% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new AVY positions and 97 closed out — a net gain of 4 holders — while 243 added to existing stakes and 293 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $903M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $119M.

  • 767 institutional investors held Avery Dennison (AVY) as of Q2 2025, down from 773 in Q1 2025.
  • Funds reported $13.5B of Avery Dennison stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 101 funds opened new Avery Dennison positions in Q2 2025 and 97 closed out, a net change of +4 holders.
  • The largest Avery Dennison buyer in Q2 2025 was Wellington Management Group, an estimated $903M added.
  • The largest Avery Dennison seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.