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Avery Dennison
AVY

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: 767 → 738 (-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: 2 → 1 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$111M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$79.6M
4
Ameriprise
Ameriprise
Minnesota
+$75M
5
Franklin Resources
Franklin Resources
California
+$71.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$209M
2
BC
Broadwater Capital
Massachusetts
-$101M
3
Lazard Asset Management
Lazard Asset Management
New York
-$68.3M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$54.5M
5
BlackRock
BlackRock
New York
-$52.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
801
HUB Investment Partners
Texas
– -$202K -1,153 Closed
DS
802
DRW Securities
Illinois
– -$201K -1,147 Closed
BIG
803
Brooklyn Investment Group
New York
– -$117K -666 Closed
BC
804
Bayforest Capital
United Kingdom
– -$111K -632 Closed
NC
805
NewSquare Capital
Pennsylvania
– -$32.8K -187 Closed
TSMHT
806
Thurston Springer Miller Herd & Titak
Indiana
– -$29.8K -170 Closed
RAM
807
Riggs Asset Management
Pennsylvania
– -$26.3K -150 Closed
BOJHT
808
Bank of Jackson Hole Trust
Wyoming
– -$8.77K -50 Closed
DWM
809
Dogwood Wealth Management
Kansas
– -$8.93K -49 Closed
TPWA
810
Twin Peaks Wealth Advisors
California
– -$7.16K -41 Closed
GM
811
GeoWealth Management
Illinois
– -$6.84K -39 Closed
WA
812
Whipplewood Advisors
Colorado
– -$5.09K -29 Closed
BI
813
Binnacle Investments
Iowa
– -$4.91K -28 Closed
GTAM
814
Global Trust Asset Management
Florida
– -$4.39K -25 Closed
MPW
815
MASECO Private Wealth
– -$3.52K -20 Closed
RCM
816
Richardson Capital Management
Wisconsin
– -$3.51K -20 Closed
SO
817
Sierra Ocean
California
– -$1.77K -10 Closed
T
818
Transce3nd
Texas
– -$1.58K -9 Closed
BA
819
Bellwether Advisors
Nebraska
– -$1.4K -8 Closed
SS
820
Sunbelt Securities
Texas
– -$1.54K -8 Closed
PSFG
821
Park Square Financial Group
Georgia
– -$1.23K -7 Closed
Simplex Trading
822
Simplex Trading
Illinois
– -$862 -5 Closed
TIM
823
Total Investment Management
Arizona
– -$877 -5 Closed
Kayne Anderson Rudnick Investment Management
824
Kayne Anderson Rudnick Investment Management
California
– -$702 -4 Closed
CIAS
825
CBIZ Investment Advisory Services
Ohio
– -$526 -3 Closed
30 31 32
33
34

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.