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Adverum Biotechnologies Inc (AVU0)

CUSIP: 00773U207 | GR | 134 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
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Institutional Holders — Q3 2025

BML Capital Management, LLC3,057,526
12.7% of portfolio›$13.9M
Principia Wealth Advisory, LLC2,077,946
6.5% of portfolio›$9.4M
Frazier Life Sciences Management, L.P.2,077,431
0.3% of portfolio›$9.4M
TCG Crossover Management, LLC1,668,174
0.4% of portfolio›$7.6M
Vanguard Group Inc872,041
0.0% of portfolio›$4.0M
5AM Venture Management, LLC541,666
0.9% of portfolio›$2.5M
Goldman Sachs Group Inc402,581
0.0% of portfolio›$1.8M
Renaissance Technologies LLC363,496
0.0% of portfolio›$1.6M
Pale Fire Capital SE363,282
0.2% of portfolio›$1.6M
Millennium Management LLC324,422
0.0% of portfolio›$1.5M
BlackRock, Inc.311,394
0.0% of portfolio›$1.4M
Soleus Capital Management, L.P.287,246
0.1% of portfolio›$1.3M
Dimensional Fund Advisors LP234,541
0.0% of portfolio›$1.1M
Geode Capital Management, LLC184,762
0.0% of portfolio›$837.3K
Regeneron Pharmaceuticals, Inc.180,909
0.1% of portfolio›$819.5K
Waverly Advisors, LLC160,991
0.0% of portfolio›$729.3K
Two Sigma Investments, LP88,670
0.0% of portfolio›$401.7K
State Street Corp68,734
0.0% of portfolio›$311.4K
Quinn Opportunity Partners LLC41,418
0.0% of portfolio›$187.6K
Two Sigma Advisers, LP38,071
0.0% of portfolio›$172.5K
Marshall Wace, LLP28,367
0.0% of portfolio›$128.5K
Northern Trust Corp28,058
0.0% of portfolio›$127.1K
Susquehanna International Group, LLP26,255
0.0% of portfolio›$118.9K
Qube Research & Technologies Ltd21,730
0.0% of portfolio›$98.4K
Morgan Stanley17,555
0.0% of portfolio›$79.5K
Citadel Advisors LLC17,267
0.0% of portfolio›$78.2K
D. E. Shaw & Co., Inc.17,153
0.0% of portfolio›$77.7K
Royal Bank of Canada13,465
0.0% of portfolio›$61.0K
Vanguard Personalized Indexing Management, LLC12,805
0.0% of portfolio›$58.0K
XTX Topco Ltd12,655
0.0% of portfolio›$57.3K
Squarepoint Ops LLC11,271
0.0% of portfolio›$51.1K
UBS Group AG5,585
0.0% of portfolio›$25.3K
Bank of America Corp3,614
0.0% of portfolio›$16.4K
FMR LLC1,933
0.0% of portfolio›$8.8K
Osaic Holdings, Inc.1,689
0.0% of portfolio›$7.7K
Jones Financial Companies Lllp1,000
0.0% of portfolio›$4.5K
BNP Paribas Financial Markets540
0.0% of portfolio›$2.4K
Physician Wealth Advisors, Inc.217
0.0% of portfolio›$984
JPMorgan Chase & Co182
0.0% of portfolio›$824
Allworth Financial LP102
0.0% of portfolio›$463
SBI Securities Co., Ltd.84
0.0% of portfolio›$381
Parallel Advisors, LLC50
0.0% of portfolio›$227
CWM, LLC33
0.0% of portfolio›$0
Wells Fargo & Company30
0.0% of portfolio›$136
Barclays PLC21
0.0% of portfolio›$96
GHP Investment Advisors, Inc.20
0.0% of portfolio›$91
Arax Advisory Partners19
0.0% of portfolio›$86
Deutsche Bank Ag\1
0.0% of portfolio›$5
Sound Income Strategies, LLC1
0.0% of portfolio›$5
StyleTurnoverLocationFiled
BML Capital Management, LLC
3,057,526$13.9M12.7%YieldMediumZionsville, IN2025-11-10
Principia Wealth Advisory, LLC
2,077,946$9.4M6.5%GARPLowDallas, TX2026-02-10
Frazier Life Sciences Management, L.P.
2,077,431$9.4M0.3%Agg GrowthLowPalo Alto, CA2025-11-14
TCG Crossover Management, LLC
1,668,174$7.6M0.4%GrowthMediumPalo Alto, CA2025-11-17
Vanguard Group Inc
872,041$4.0M0.0%N/AN/AValley Forge, PA2025-11-07
5AM Venture Management, LLC
541,666$2.5M0.9%Deep ValueLowSan Francisco, CA2025-11-14
Goldman Sachs Group Inc
402,581$1.8M0.0%CoreMediumNew York, NY2025-11-14
Renaissance Technologies LLC
363,496$1.6M0.0%CoreHighNew York, NY2025-11-13
Pale Fire Capital SE
363,282$1.6M0.2%Deep ValueMediumPrague, Bahrain2025-11-13
Millennium Management LLC
324,422$1.5M0.0%CoreVery HighNew York, NY2025-11-14
BlackRock, Inc.
311,394$1.4M0.0%IndexVery LowNew York, NY2025-11-12
Soleus Capital Management, L.P.
287,246$1.3M0.1%CoreVery HighGreenwich, CT2025-11-14
Dimensional Fund Advisors LP
234,541$1.1M0.0%IndexLowAustin, TX2025-11-12
Geode Capital Management, LLC
184,762$837.3K0.0%IndexVery LowBoston, MA2025-11-12
Regeneron Pharmaceuticals, Inc.
180,909$819.5K0.1%Deep ValueVery LowTarrytown, NY2025-11-07
Waverly Advisors, LLC
160,991$729.3K0.0%IndexLowBirmingham, AL2025-11-14
Two Sigma Investments, LP
88,670$401.7K0.0%ValueHighNew York, NY2025-11-14
State Street Corp
68,734$311.4K0.0%IndexVery LowBoston, MA2025-11-14
Quinn Opportunity Partners LLC
41,418$187.6K0.0%YieldHighCharlottesville, VA2025-11-13
Two Sigma Advisers, LP
38,071$172.5K0.0%GrowthHighNew York, NY2025-11-14
Marshall Wace, LLP
28,367$128.5K0.0%GARPHighLondon, United Kingdom2025-11-13
Northern Trust Corp
28,058$127.1K0.0%IndexVery LowChicago, IL2025-11-14
Susquehanna International Group, LLP
26,255$118.9K0.0%GrowthHighBala Cynwyd, PA2025-11-14
Qube Research & Technologies Ltd
21,730$98.4K0.0%ValueVery HighLondon, United Kingdom2025-11-14
Morgan Stanley
17,555$79.5K0.0%CoreLowNew York, NY2026-05-27
Citadel Advisors LLC
17,267$78.2K0.0%CoreVery HighMiami, FL2025-11-14
D. E. Shaw & Co., Inc.
17,153$77.7K0.0%GARPHighNew York, NY2025-11-14
Royal Bank of Canada
13,465$61.0K0.0%CoreLowToronto, Australia2025-11-14
Vanguard Personalized Indexing Management, LLC
12,805$58.0K0.0%IndexVery LowOakland, CA2025-10-31
XTX Topco Ltd
12,655$57.3K0.0%ValueVery HighLondon, United Kingdom2025-11-14
Squarepoint Ops LLC
11,271$51.1K0.0%GARPVery HighNew York, NY2025-11-14
UBS Group AG
5,585$25.3K0.0%CoreMediumZurich, Switzerland2025-11-13
Bank of America Corp
3,614$16.4K0.0%CoreLowCharlotte, NC2026-02-03
FMR LLC
1,933$8.8K0.0%GrowthMediumBoston, MA2025-11-13
Osaic Holdings, Inc.
1,689$7.7K0.0%IndexLowScottsdale, AZ2025-11-14
Jones Financial Companies Lllp
1,000$4.5K0.0%IndexLowDes Peres, MO2025-11-04
BNP Paribas Financial Markets
540$2.4K0.0%CoreMediumParis, India2025-11-13
Physician Wealth Advisors, Inc.
217$9840.0%ETFMediumMidvale, UT2025-11-04
JPMorgan Chase & Co
182$8240.0%GrowthMediumNew York, NY2025-11-26
Allworth Financial LP
102$4630.0%IndexLowFolsom, CA2025-12-02
SBI Securities Co., Ltd.
84$3810.0%Agg GrowthLowTokyo, Mexico2025-11-05
Parallel Advisors, LLC
50$2270.0%IndexLowSan Francisco, CA2025-11-13
CWM, LLC
33$00.0%GrowthVery LowOmaha, NE2025-10-15
Wells Fargo & Company
30$1360.0%CoreLowSan Francisco, CA2025-11-13
Barclays PLC
21$960.0%CoreMediumLondon, United Kingdom2026-03-31
GHP Investment Advisors, Inc.
20$910.0%CoreVery LowDenver, CO2025-10-31
Arax Advisory Partners
19$860.0%CoreHighNew York, NY2025-11-14
Deutsche Bank Ag\
1$50.0%CoreMediumFrankfurt Am Main, Hong Kong2025-11-13
Sound Income Strategies, LLC
1$50.0%YieldMediumFt Lauderdale, FL2025-10-10