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Invivyd

68 hedge funds and large institutions have $43.2M invested in Invivyd in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,500% more call options, than puts

Call options by funds: $112K | Put options by funds: $2K

1% more capital invested

Capital invested by funds: $42.6M → $43.2M (+$603K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.3% less ownership

Funds ownership: 58.69%50.39% (-8.3%)

14% less funds holding

Funds holding: 7968 (-11)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
68
Holders Change
-11
Holders Change %
-13.92%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
13
Reduced
26
Closed
28
Calls
$112K
Puts
$2K
Net Calls
+$110K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
51
Naples Global Advisors
Florida
$7.15K
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$2.75K -$1.99K -2,802 -42%
Citigroup
53
Citigroup
New York
$2.04K -$38.9K -54,802 -95%
Wells Fargo
54
Wells Fargo
California
$1.46K -$32.5K -45,812 -96%
RA
55
Rise Advisors
New York
$1.18K +$1.17K +1,652 New
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$922 +$560 +789 +158%
SS
57
SBI Securities
Japan
$803 -$304 -429 -28%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$631 -$968 -1,365 -61%
CA
59
Clearstead Advisors
Ohio
$372 +$369 +520 New
PA
60
Parallel Advisors
California
$355
EP
61
Essential Partners
California
$256 +$254 +358 New
AF
62
Allworth Financial
California
$82 +$81 +114 New
EWA
63
EverSource Wealth Advisors
Alabama
$78 -$364 -513 -82%
TWD
64
True Wealth Design
Ohio
$21 -$17 -24 -46%
Osaic Holdings
65
Osaic Holdings
Arizona
$12
FFA
66
Farther Finance Advisors
California
$1
O
67
OrbiMed
New York
-$565K -933,500 Closed
DFO
68
Duquesne Family Office
New York
-$346K -571,425 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$158K -260,686 Closed
Charles Schwab
70
Charles Schwab
California
-$113K -186,680 Closed
Bank of New York Mellon
71
Bank of New York Mellon
New York
-$97.6K -161,275 Closed
N
72
Nuveen
North Carolina
-$64.8K -107,119 Closed
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
-$47.9K -79,133 Closed
SG Americas Securities
74
SG Americas Securities
New York
-$48K -78,845 Closed
IIM
75
INTECH Investment Management
Florida
-$43.1K -71,213 Closed

IVVD Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invivyd (IVVD) for Q2 2025, worth a combined $43.2M — up 1.4% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IVVD and 17 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 13 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $886K. The largest seller was BlackRock, cutting an estimated $2.6M.

  • 68 institutional investors held Invivyd (IVVD) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $43.2M of Invivyd stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Invivyd positions in Q2 2025 and 28 closed out, a net change of -11 holders.
  • The largest Invivyd buyer in Q2 2025 was Millennium Management, an estimated $886K added.
  • The largest Invivyd seller in Q2 2025 was BlackRock, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2025.