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Adverum Biotechnologies (ADVM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Adverum Biotechnologies (NASDAQ:ADVM)

Current
Institutional Ownership
Percentage
48.17%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.49M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.65M
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ADVM Institutional Buying and Selling by Quarter

Adverum Biotechnologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025TCG Crossover Management LLC1,668,174$7.56M0.4%-7.1%7.556%
11/17/2025Qube Research & Technologies Ltd21,730$98K0.0%-29.2%0.098%
11/17/2025Millennium Management LLC324,422$1.47M0.0%-5.2%1.470%
11/14/2025Two Sigma Investments LP88,670$402K0.0%+372.7%0.423%
11/14/2025Squarepoint Ops LLC11,271$51K0.0%-47.9%0.054%
11/12/2025Dimensional Fund Advisors LP234,541$1.06M0.0%-18.0%1.118%
11/7/2025Vanguard Group Inc.872,041$3.95M0.0%-1.3%4.156%
10/31/2025Vanguard Personalized Indexing Management LLC12,805$58K0.0%N/A0.061%
8/15/2025Bank of America Corp DE41,266$89K0.0%-19.4%0.198%
8/14/2025Jane Street Group LLC70,931$153K0.0%N/A0.340%
8/14/2025Qube Research & Technologies Ltd30,679$66K0.0%N/A0.147%
8/14/2025Pale Fire Capital SE358,724$771K0.1%-2.6%1.717%
8/13/2025Marshall Wace LLP49,628$107K0.0%N/A0.238%
8/12/2025XTX Topco Ltd29,755$64K0.0%N/A0.142%
8/11/2025BML Capital Management LLC3,057,526$6.57M5.0%+11.5%14.636%
8/8/2025Geode Capital Management LLC184,762$397K0.0%-59.1%0.884%
8/1/2025Y Intercept Hong Kong Ltd21,122$45K0.0%N/A0.101%
5/16/2025Goldman Sachs Group Inc.460,830$2.01M0.0%-8.0%2.206%
5/16/2025AQR Capital Management LLC33,823$148K0.0%N/A0.162%
5/15/2025Trexquant Investment LP18,694$82K0.0%-80.5%0.089%
5/14/2025Pale Fire Capital SE368,267$1.61M0.2%+16.9%1.763%
5/12/2025Nuveen LLC31,847$139K0.0%N/A0.152%
5/12/2025Invesco Ltd.49,831$218K0.0%N/A0.239%
5/9/2025Charles Schwab Investment Management Inc.49,024$214K0.0%-17.9%0.235%
5/7/2025BML Capital Management LLC2,742,317$11.98M9.2%+20.9%13.127%
5/1/2025Grant GrossMendelsohn LLC160,157$700K0.4%+90.3%0.767%
4/11/2025Principia Wealth Advisory LLC1,696,815$7.42M6.9%+27.5%8.157%
2/17/2025Millennium Management LLC42,847$200K0.0%+46.5%0.206%
2/17/2025D. E. Shaw & Co. Inc.47,614$222K0.0%N/A0.229%
2/17/2025Corton Capital Inc.32,696$153K0.1%N/A0.157%
2/17/2025Bank of America Corp DE43,576$204K0.0%+16.3%0.210%
2/14/2025TCG Crossover Management LLC1,796,482$8.39M0.8%-10.5%8.636%
2/14/2025Northern Trust Corp152,577$713K0.0%-1.6%0.733%
2/14/2025Hsbc Holdings PLC10,704$49K0.0%-27.3%0.051%
2/14/2025Dimensional Fund Advisors LP311,005$1.45M0.0%+50.4%1.495%
2/13/2025Marshall Wace LLP98,027$458K0.0%+128.5%0.471%
2/13/2025Barclays PLC39,887$186K0.0%+11.3%0.192%
2/13/2025Renaissance Technologies LLC129,605$605K0.0%+249.6%0.623%
2/13/2025Wells Fargo & Company MN12,240$57K0.0%+27.8%0.059%
2/12/2025Trexquant Investment LP95,997$448K0.0%+167.9%0.462%
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2/12/2025Geode Capital Management LLC442,490$2.07M0.0%+0.8%2.127%
2/12/2025JPMorgan Chase & Co.30,664$143K0.0%+226.6%0.147%
2/11/2025American Century Companies Inc.16,277$76K0.0%+36.6%0.078%
2/7/2025Regeneron Pharmaceuticals Inc.180,909$845K0.1%N/A0.870%
1/15/2025Grant GrossMendelsohn LLC84,173$393K0.2%+118.0%0.405%
11/19/2024Barclays PLC35,832$252K0.0%+125.8%0.172%
11/16/2024Geode Capital Management LLC439,056$3.08M0.0%-3.7%2.111%
11/15/2024Barclays PLC35,832$252K0.0%+125.8%0.172%
11/15/2024Zacks Investment Management12,617$89K0.0%N/A0.061%
11/15/2024State Street Corp369,616$2.60M0.0%+32.7%1.777%
11/14/2024Captrust Financial Advisors10,115$71K0.0%N/A0.049%
11/14/2024MetLife Investment Management LLC12,582$88K0.0%+129.1%0.060%
11/13/2024BNP Paribas Financial Markets4,146$29K0.0%+177.0%0.020%
11/13/2024FMR LLC234,718$1.65M0.0%-63.2%1.128%
11/8/2024Connor Clark & Lunn Investment Management Ltd.13,204$93K0.0%N/A0.063%
11/5/2024BML Capital Management LLC2,268,064$15.92M9.4%+15.4%10.904%
10/23/2024Assenagon Asset Management S.A.23,413$164K0.0%-96.2%0.113%
10/3/2024SG Americas Securities LLC10,597$74K0.0%N/A0.051%
8/27/2024Logos Global Management LP416,666$2.86M0.2%-72.2%2.007%
8/14/2024Squarepoint Ops LLC108,978$748K0.0%+301.1%0.525%
8/14/2024Marshall Wace LLP204,619$1.40M0.0%+52.9%0.986%
8/14/2024Logos Global Management LP416,666$2.86M0.2%-72.2%2.007%
8/9/2024Renaissance Technologies LLC136,257$935K0.0%+2.4%0.656%
8/9/2024Dimensional Fund Advisors LP223,427$1.53M0.0%+741.8%1.076%
8/1/2024Rhumbline Advisers30,821$211K0.0%+10,419.1%0.148%
7/26/2024Bank of New York Mellon Corp64,585$443K0.0%N/A0.311%
7/18/2024Assenagon Asset Management S.A.617,910$4.24M0.0%+72.3%2.976%
5/15/2024Avoro Capital Advisors LLC416,666$5.89M0.1%N/A2.007%
5/10/2024Acadian Asset Management LLC2,902$41K0.0%-89.6%0.014%
5/10/2024Vanguard Group Inc.907,151$12.83M0.0%-78.3%4.370%
5/9/2024Picton Mahoney Asset Management123,966$1.76M0.1%N/A0.597%
5/3/2024Versant Venture Management LLC506,822$7.17M6.9%-90.0%2.442%
4/24/2024Assenagon Asset Management S.A.358,719$5.07M0.0%N/A1.729%
4/23/2024BML Capital Management LLC833,117$11.78M7.8%-81.7%4.014%
4/22/2024Vivo Capital LLC1,500,000$21.21M1.7%N/A7.229%
3/5/2024Twin Focus Capital Partners LLC100,000$75K0.0%N/A0.099%
2/12/2024AIGH Capital Management LLC3,172,819$2.39M0.9%+139.6%3.140%
2/9/2024Worth Venture Partners LLC784,346$590K0.3%+136.5%0.776%
2/8/2024Apexium Financial LP60,000$45K0.0%N/A0.059%
2/7/2024Monaco Asset Management SAM79,234$60K0.0%+33.8%0.078%
1/30/2024BML Capital Management LLC4,554,252$3.43M2.6%+16.3%4.508%
12/6/2023Citigroup Inc.476,692$715K0.0%N/A0.472%
11/15/2023Worth Venture Partners LLC331,668$498K0.3%-10.5%0.328%
11/14/2023Newtyn Management LLC1,025,000$1.54M0.4%+2.5%1.015%
11/13/2023FMR LLC6,691,925$10.04M0.0%-13.8%6.626%
11/13/2023AIGH Capital Management LLC1,323,985$1.99M0.9%-10.8%1.311%
11/9/2023Citigroup Inc.476,692$715K0.0%N/A0.472%
11/7/2023Monaco Asset Management SAM59,234$89K0.0%-74.8%0.059%
10/27/2023Marquette Asset Management LLC60,120$90K0.0%-50.5%0.060%
10/27/2023Acuitas Investments LLC291,169$437K0.3%-52.5%0.288%
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10/23/2023BML Capital Management LLC3,915,000$5.87M5.4%-24.1%3.877%
8/15/2023Commodore Capital LP10,000,000$15.90M1.8%+100.0%9.902%
8/11/2023VR Adviser LLC3,886,246$6.18M1.0%N/A3.864%
8/8/2023Monaco Asset Management SAM235,000$374K0.1%-64.4%0.234%
7/24/2023BML Capital Management LLC5,157,179$8.20M7.4%-27.0%5.128%
5/15/2023Commodore Capital LP5,000,000$3.59M0.5%N/A4.971%
5/15/2023Sonic GP LLC2,000,000$1.44M1.1%-56.1%1.989%
5/10/2023Connor Clark & Lunn Investment Management Ltd.149,856$108K0.0%-25.3%0.149%
5/8/2023CM Management LLC375,000$269K0.3%+275.0%0.373%
2/13/2023BML Capital Management LLC7,067,179$4.10M3.9%N/A7.086%


ADVM Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Adverum Biotechnologies. The most heavily invested institutionals were TCG Crossover Management LLC ($7.56M), Principia Wealth Advisory LLC ($7.42M), BML Capital Management LLC ($6.57M), Vanguard Group Inc. ($3.95M), Logos Global Management LP ($2.86M), State Street Corp ($2.60M), and Goldman Sachs Group Inc. ($2.01M).Learn more on Adverum Biotechnologies' institutional investors.

48.17% of Adverum Biotechnologies' stock is owned by institutional investors. Learn more on ADVM's institutional investor holdings.

Of the 38 institutional investors that purchased Adverum Biotechnologies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BML Capital Management LLC ($1.09M), Principia Wealth Advisory LLC ($366.16K), Dimensional Fund Advisors LP ($301.15K), Assenagon Asset Management S.A. ($259.19K), Regeneron Pharmaceuticals Inc. ($180.91K), Marshall Wace LLP ($175.53K), and Grant GrossMendelsohn LLC ($121.54K).

Institutional investors have bought a total of 600,042 shares in the last 24 months. This purchase volume represents approximately $1.49M in transactions.

Of the 9 institutional investors that sold Adverum Biotechnologies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Geode Capital Management LLC ($266.50K), TCG Crossover Management LLC ($128.31K), Dimensional Fund Advisors LP ($51.51K), Millennium Management LLC ($17.92K), Vanguard Group Inc. ($11.90K), Squarepoint Ops LLC ($10.38K), and Bank of America Corp DE ($9.96K).

Institutional investors have sold a total of 514,956 shares in the last 24 months. This volume of shares sold represents approximately $1.65M in transactions.


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This page (NASDAQ:ADVM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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