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Avalo Therapeutics (AVTX) Institutional Ownership

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$19.23 +0.23 (+1.21%)
As of 09/4/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Avalo Therapeutics (NASDAQ:AVTX)

Current
Institutional Ownership
Percentage
87.06%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$197.79M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$35.25M
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AVTX Institutional Buying and Selling by Quarter

Avalo Therapeutics Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System10,626$196K0.0%N/A0.020%
8/22/2026 Seven Fleet Capital Management LP770,765$14.24M2.4%+34.3%1.437%
8/21/2026 Braidwell LP1,629,182$30.11M1.1%N/A3.038%
8/19/2026 Wellington Management Group LLP105,261$1.95M0.0%N/A0.196%
8/6/2026 Bank of New York Mellon Corp102,653$1.90M0.0%N/A0.194%
6/4/2026 Seven Fleet Capital Management LP573,883$8.57M2.7%+806.0%1.092%
6/3/2026 DV Trading LLC360,064$5.38M0.1%N/A0.685%
5/26/2026 Glenmede Trust Co. NA25,730$384K0.0%+25.8%0.049%
5/19/2026 Bank of America Corp DE643,000$9.60M0.0%+3.5%2.193%
5/19/2026 Stempoint Capital LP134,742$2.01M0.4%-0.6%0.459%
5/18/2026 Exome Asset Management LLC159,341$2.38M1.2%N/A0.543%
5/16/2026 Orbimed Advisors LLC475,165$7.09M0.1%-60.0%1.620%
5/15/2026 OMERS ADMINISTRATION Corp11,800$176K0.0%-39.8%0.040%
5/15/2026 Affinity Asset Advisors LLC1,340,840$20.02M1.0%+27.6%4.572%
5/14/2026 Renaissance Technologies LLC120,114$1.79M0.0%+556.4%0.410%
5/14/2026 Sei Investments Co.56,854$849K0.0%N/A0.194%
5/7/2026 Dimensional Fund Advisors LP40,821$607K0.0%N/A0.153%
5/7/2026 AlphaCentric Advisors LLC11,668$174K0.2%N/A0.044%
5/6/2026 Jennison Associates LLC470,775$7.03M0.0%-1.0%1.763%
2/26/2026 Seven Fleet Capital Management LP63,343$1.15M0.9%N/A0.342%
2/18/2026 XTX Topco Ltd40,458$735K0.0%+190.0%0.219%
2/18/2026 Squadron Capital Management LLC130,000$2.36M1.0%N/A0.702%
2/18/2026 SummitTX Capital L.P.195,873$3.56M0.1%N/A1.058%
2/18/2026 Superstring Capital Management LP153,313$2.78M1.5%-18.5%0.828%
2/18/2026 Quadrature Capital Ltd53,044$963K0.0%-3.6%0.287%
2/18/2026 Orbimed Advisors LLC1,187,300$21.56M0.5%-12.0%6.414%
2/18/2026 Millennium Management LLC659,979$11.99M0.0%+380.2%3.566%
2/18/2026 Artia Global Partners LP41,570$755K0.1%N/A0.225%
2/18/2026 Balyasny Asset Management L.P.439,312$7.98M0.0%-46.3%2.373%
2/18/2026 683 Capital Management LLC56,850$1.03M0.0%N/A0.307%
2/17/2026 Caligan Partners LP881,533$16.01M1.3%+5.8%4.762%
2/17/2026 Jain Global LLC217,292$3.95M0.0%N/A1.174%
2/17/2026 Jump Financial LLC13,092$238K0.0%N/A0.071%
2/17/2026 Adage Capital Partners GP L.L.C.550,000$9.99M0.0%+112.5%2.971%
2/17/2026 Atom Investors LP51,194$930K0.1%N/A0.277%
2/17/2026 Fred Alger Management LLC80,092$1.45M0.0%N/A0.433%
2/17/2026 ExodusPoint Capital Management LP32,267$586K0.0%N/A0.174%
2/17/2026 Persistent Asset Partners Ltd15,087$274K0.1%N/A0.082%
2/16/2026 Squarepoint Ops LLC40,854$742K0.0%N/A0.221%
2/16/2026 OMERS ADMINISTRATION Corp19,600$356K0.0%N/A0.106%
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2/16/2026 Barclays PLC105,814$1.92M0.0%+1,032.2%0.572%
2/13/2026 Marshall Wace LLP507,550$9.22M0.0%+806.2%2.742%
2/13/2026 Walleye Capital LLC41,693$757K0.0%-6.8%0.225%
2/13/2026 Affinity Asset Advisors LLC1,051,054$19.09M1.1%+4.5%5.677%
2/13/2026 Hudson Bay Capital Management LP16,771$305K0.0%N/A0.091%
2/13/2026 State Street Corp79,254$1.44M0.0%+74.4%0.428%
2/12/2026 Jane Street Group LLC178,855$3.25M0.0%N/A0.966%
2/12/2026 Renaissance Technologies LLC18,300$332K0.0%-81.5%0.099%
2/12/2026 Patient Square Capital LP311,966$5.67M1.2%+212.0%1.685%
2/11/2026 Deutsche Bank AG150,000$2.72M0.0%N/A0.810%
2/10/2026 Goldman Sachs Group Inc.65,313$1.19M0.0%N/A0.353%
2/9/2026 Geode Capital Management LLC166,152$3.02M0.0%+59.5%0.898%
2/4/2026 Nan Fung Trinity HK Ltd.189,000$3.43M0.3%N/A1.021%
1/30/2026 Jennison Associates LLC475,625$8.64M0.0%N/A2.570%
1/30/2026 Moody Aldrich Partners LLC133,231$2.42M0.5%N/A0.720%
1/29/2026 UBS Group AG477,816$8.68M0.0%+956.9%2.581%
1/16/2026 Aberdeen Group plc95,426$1.73M0.0%+31.1%0.516%
1/16/2026 PFS Partners LLC2,000$36K0.0%+100.0%0.011%
12/1/2025 Cantor Fitzgerald L. P.85,247$1.08M0.0%N/A0.470%
11/17/2025 Velan Capital Investment Management LP263,642$3.35M3.1%+70.1%1.454%
11/17/2025 RA Capital Management L.P.662,968$8.43M0.1%-28.9%3.656%
11/17/2025 Prelude Capital Management LLC24,628$313K0.0%N/A0.136%
11/17/2025 Nantahala Capital Management LLC1,235,000$15.70M0.5%+24.1%6.810%
11/17/2025 Millennium Management LLC137,431$1.75M0.0%N/A0.758%
11/17/2025 HighVista Strategies LLC27,778$353K0.1%N/A0.153%
11/17/2025 Boxer Capital Management LLC125,000$1.59M0.5%N/A0.689%
11/17/2025 Cantor Fitzgerald L. P.85,247$1.08M0.0%N/A0.470%
11/17/2025 Bank of America Corp DE605,842$7.70M0.0%+49.0%3.341%
11/17/2025 Boothbay Fund Management LLC228,297$2.90M0.0%+1,916.6%1.259%
11/17/2025 Ally Bridge Group NY LLC178,100$2.26M1.4%N/A0.982%
11/17/2025 Ameriprise Financial Inc.213,572$2.71M0.0%N/A1.178%
11/14/2025 Deep Track Capital LP144,600$1.84M0.1%-74.5%1.099%
11/14/2025 Caligan Partners LP833,333$10.59M1.4%N/A6.336%
11/14/2025 Orbimed Advisors LLC1,349,300$17.15M0.4%+39.5%10.259%
11/14/2025 ADAR1 Capital Management LLC32,393$412K0.0%-69.1%0.246%
11/14/2025 Balyasny Asset Management L.P.817,436$10.39M0.0%N/A6.215%
11/14/2025 Two Sigma Investments LP49,242$626K0.0%+282.0%0.374%
11/13/2025 Landscape Capital Management L.L.C.33,337$424K0.0%N/A0.254%
11/13/2025 UBS Group AG45,208$575K0.0%-46.0%0.344%
11/12/2025 Dimensional Fund Advisors LP11,215$143K0.0%N/A0.085%
11/10/2025 RWA Wealth Partners LLC86,516$1.10M0.0%-66.9%0.658%
11/10/2025 Patient Square Capital LP100,000$1.27M0.3%N/A0.760%
11/10/2025 BIT Capital GmbH1,929$25K0.0%N/A0.015%
11/7/2025Vanguard Group Inc.692,637$8.80M0.0%+314.9%5.267%
11/7/2025 Aberdeen Group plc72,800$925K0.0%N/A0.554%
8/15/2025 Perceptive Advisors LLC139,667$697K0.1%-73.1%1.062%
8/15/2025 Boothbay Fund Management LLC11,321$56K0.0%N/A0.086%
8/15/2025 BVF Inc. IL1,028,049$5.13M0.2%-0.8%7.818%
8/15/2025 Bank of America Corp DE406,571$2.03M0.0%+7,066.8%3.092%
8/14/2025 Nantahala Capital Management LLC995,000$4.97M0.2%+10.6%7.565%
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8/14/2025 Velan Capital Investment Management LP154,972$773K0.8%+38.4%1.178%
8/13/2025 Affinity Asset Advisors LLC607,872$3.03M0.4%-7.5%4.623%
8/13/2025 Quadrature Capital Ltd10,976$55K0.0%N/A0.083%
8/8/2025 Geode Capital Management LLC110,460$552K0.0%+2.5%1.020%
8/6/2025 RWA Wealth Partners LLC261,016$1.30M0.0%-16.5%2.410%
5/16/2025Allostery Investments LP107,141$858K1.2%+46.1%0.989%
5/16/2025ADAR1 Capital Management LLC10,000$80K0.0%N/A0.092%
5/15/2025Nantahala Capital Management LLC900,000$7.21M0.3%N/A8.312%
5/14/2025Affinity Asset Advisors LLC657,154$5.26M0.5%+19.3%6.069%
5/14/2025RWA Wealth Partners LLC312,779$2.51M0.0%N/A2.889%


AVTX Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 institutional investors and hedge funds held shares of Avalo Therapeutics. The most heavily invested institutionals were Braidwell LP ($30.11M), Affinity Asset Advisors LLC ($20.02M), Caligan Partners LP ($16.01M), Nantahala Capital Management LLC ($15.70M), Seven Fleet Capital Management LP ($14.24M), Millennium Management LLC ($11.99M), and Adage Capital Partners GP L.L.C. ($9.99M).Learn more on Avalo Therapeutics' institutional investors.

87.06% of Avalo Therapeutics' stock is owned by institutional investors. Learn more on AVTX's institutional investor holdings.

Of the 71 institutional investors that purchased Avalo Therapeutics' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Braidwell LP ($1.63M), Nantahala Capital Management LLC ($1.24M), RA Capital Management L.P. ($967K), Affinity Asset Advisors LLC ($946.78K), Ikarian Capital LLC ($915.63K), Caligan Partners LP ($881.53K), and Balyasny Asset Management L.P. ($817.44K).

Institutional investors have bought a total of 12,469,946 shares in the last 24 months. This purchase volume represents approximately $197.79M in transactions.

Of the 14 institutional investors that sold Avalo Therapeutics' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orbimed Advisors LLC ($874.14K), Deep Track Capital LP ($422.50K), Balyasny Asset Management L.P. ($378.12K), RA Capital Management L.P. ($270.01K), RWA Wealth Partners LLC ($174.50K), Renaissance Technologies LLC ($80.40K), and ADAR1 Capital Management LLC ($72.34K).

Institutional investors have sold a total of 2,363,752 shares in the last 24 months. This volume of shares sold represents approximately $35.25M in transactions.



Institutional ownership data for NASDAQ:AVTX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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