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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
FFO
676
Fortitude Family Office
Arizona
$4.54K
DI
677
DAGCO Inc
Ohio
$4.38K
MHR
678
Matthew Hamilton Rosenberg
$4.38K
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.22K +$4.48K +26 New
MIM
680
MTM Investment Management
South Carolina
$4.22K
FFA
681
Frazier Financial Advisors
Ohio
$4.05K
BWAM
682
Boyd Watterson Asset Management
Ohio
$4.05K
OP
683
ORG Partners
Indiana
$4.05K +$2.07K +12 +92%
LI
684
LRI Investments
Florida
$3.89K
SC
685
Solstein Capital
California
$3.73K
BWL
686
Bogart Wealth LLC
Virginia
$3.08K +$517 +3 +19%
AW
687
Avion Wealth
Texas
$3K
CCM
688
Cloud Capital Management
Washington
$3K +$3.45K +20 New
HHMI
689
Howard Hughes Medical Institute
Maryland
$2.76K
PWA
690
Physician Wealth Advisors
Utah
$2.6K +$1.21K +7 +78%
HWM
691
HighMark Wealth Management
Minnesota
$2.6K +$2.76K +16 New
CWM
692
Copia Wealth Management
Oregon
$2.43K
AFG
693
Albion Financial Group
Utah
$2.27K
HFS
694
Hughes Financial Services
Virginia
$2.26K +$1.21K +7 +117%
DPW
695
DiNuzzo Private Wealth
Pennsylvania
$2.06K -$172 -1 -8%
BIA
696
Bell Investment Advisors
California
$1.95K +$517 +3 +33%
SC
697
SouthState Corp
Florida
$1.78K -$14.6K -85 -89%
CMA
698
Cedar Mountain Advisors
Oregon
$1.78K +$1.9K +11 New
WWA
699
Wealth Watch Advisors
Colorado
$1.78K +$1.9K +11 New
GWM
700
Geneos Wealth Management
Colorado
$1.62K -$32.4K -188 -95%

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.