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Adverum Biotechnologies Inc (AVU0)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BML Capital Management, LLC
UNCHANGED
Shares3,057,526 from 3,057,526
Change0 (0%)
Value$13.9M (+$7.3M)
Filed 2025-11-10
Principia Wealth Advisory, LLC
INCREASED
Shares2,077,946 from 2,029,116
Change+48,830 (+2%)
Value$9.4M (+$5.0M)
Filed 2026-02-10
Frazier Life Sciences Management, L.P.
INCREASED
Shares2,077,431 from 1,069,244
Change+1,008,187 (+94%)
Value$9.4M (+$7.1M)
Filed 2025-11-14
TCG Crossover Management, LLC
DECREASED
Shares1,668,174 from 1,796,482
Change-128,308 (-7%)
Value$7.6M (+$3.7M)
Filed 2025-11-17
Vanguard Group Inc
DECREASED
Shares872,041 from 883,937
Change-11,896 (-1%)
Value$4.0M (+$2.0M)
Filed 2025-11-07
5AM Venture Management, LLC
NEW
Shares541,666
Change+541,666
Value$2.5M
Filed 2025-11-14
Goldman Sachs Group Inc
DECREASED
Shares402,581 from 497,287
Change-94,706 (-19%)
Value$1.8M (+$754.5K)
Filed 2025-11-14
Renaissance Technologies LLC
DECREASED
Shares363,496 from 570,669
Change-207,173 (-36%)
Value$1.6M (+$419.7K)
Filed 2025-11-13
Pale Fire Capital SE
INCREASED
Shares363,282 from 358,724
Change+4,558 (+1%)
Value$1.6M (+$874.4K)
Filed 2025-11-13
Millennium Management LLC
DECREASED
Shares324,422 from 342,340
Change-17,918 (-5%)
Value$1.5M (+$733.6K)
Filed 2025-11-14
BlackRock, Inc.
DECREASED
Shares311,394 from 414,485
Change-103,091 (-25%)
Value$1.4M (+$519.5K)
Filed 2025-11-12
Soleus Capital Management, L.P.
UNCHANGED
Shares287,246 from 287,246
Change0 (0%)
Value$1.3M (+$683.6K)
Filed 2025-11-14
Dimensional Fund Advisors LP
DECREASED
Shares234,541 from 286,050
Change-51,509 (-18%)
Value$1.1M (+$447.4K)
Filed 2025-11-12
Geode Capital Management, LLC
UNCHANGED
Shares184,762 from 184,762
Change0 (0%)
Value$837.3K (+$439.9K)
Filed 2025-11-12
Regeneron Pharmaceuticals, Inc.
UNCHANGED
Shares180,909 from 180,909
Change0 (0%)
Value$819.5K (+$430.6K)
Filed 2025-11-07
Waverly Advisors, LLC
INCREASED
Shares160,991 from 160,578
Change+413 (+0%)
Value$729.3K (+$384.0K)
Filed 2025-11-14
Two Sigma Investments, LP
INCREASED
Shares88,670 from 18,757
Change+69,913 (+373%)
Value$401.7K (+$361.3K)
Filed 2025-11-14
State Street Corp
DECREASED
Shares68,734 from 68,824
Change-90 (0%)
Value$311.4K (+$163.4K)
Filed 2025-11-14
Quinn Opportunity Partners LLC
UNCHANGED
Shares41,418 from 41,418
Change0 (0%)
Value$187.6K (+$98.6K)
Filed 2025-11-13
Two Sigma Advisers, LP
INCREASED
Shares38,071 from 10,681
Change+27,390 (+256%)
Value$172.5K (+$149.5K)
Filed 2025-11-14
Marshall Wace, LLP
DECREASED
Shares28,367 from 49,628
Change-21,261 (-43%)
Value$128.5K (+$21.8K)
Filed 2025-11-13
Northern Trust Corp
DECREASED
Shares28,058 from 34,391
Change-6,333 (-18%)
Value$127.1K (+$53.2K)
Filed 2025-11-14
Susquehanna International Group, LLP
DECREASED
Shares26,255 from 59,211
Change-32,956 (-56%)
Value$118.9K (-$8.4K)
Filed 2025-11-14
Qube Research & Technologies Ltd
DECREASED
Shares21,730 from 30,679
Change-8,949 (-29%)
Value$98.4K (+$32.5K)
Filed 2025-11-14
Morgan Stanley
DECREASED
Shares17,555 from 52,937
Change-35,382 (-67%)
Value$79.5K (-$34.3K)
Filed 2026-05-27
Citadel Advisors LLC
DECREASED
Shares17,267 from 78,271
Change-61,004 (-78%)
Value$78.2K (-$90.1K)
Filed 2025-11-14
D. E. Shaw & Co., Inc.
DECREASED
Shares17,153 from 26,752
Change-9,599 (-36%)
Value$77.7K (+$20.2K)
Filed 2025-11-14
Royal Bank of Canada
INCREASED
Shares13,465 from 2,769
Change+10,696 (+386%)
Value$61.0K (+$55.0K)
Filed 2025-11-14
Vanguard Personalized Indexing Management, LLC
NEW
Shares12,805
Change+12,805
Value$58.0K
Filed 2025-10-31
XTX Topco Ltd
DECREASED
Shares12,655 from 29,755
Change-17,100 (-57%)
Value$57.3K (-$6.6K)
Filed 2025-11-14
Squarepoint Ops LLC
DECREASED
Shares11,271 from 21,652
Change-10,381 (-48%)
Value$51.1K (+$4.5K)
Filed 2025-11-14
UBS Group AG
DECREASED
Shares5,585 from 14,170
Change-8,585 (-61%)
Value$25.3K (-$5.2K)
Filed 2025-11-13
Bank of America Corp
DECREASED
Shares3,614 from 41,266
Change-37,652 (-91%)
Value$16.4K (-$72.4K)
Filed 2026-02-03
FMR LLC
DECREASED
Shares1,933 from 2,324
Change-391 (-17%)
Value$8.8K (+$3.8K)
Filed 2025-11-13
Osaic Holdings, Inc.
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$7.7K (+$4.1K)
Filed 2025-11-14
Jones Financial Companies Lllp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$4.5K (+$2.2K)
Filed 2025-11-04
BNP Paribas Financial Markets
DECREASED
Shares540 from 786
Change-246 (-31%)
Value$2.4K (+$756)
Filed 2025-11-13
Physician Wealth Advisors, Inc.
NEW
Shares217
Change+217
Value$984
Filed 2025-11-04
JPMorgan Chase & Co
NEW
Shares182
Change+182
Value$824
Filed 2025-11-26
Allworth Financial LP
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$463 (+$243)
Filed 2025-12-02
SBI Securities Co., Ltd.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$381 (+$200)
Filed 2025-11-05
Parallel Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$227 (+$119)
Filed 2025-11-13
CWM, LLC
DECREASED
Shares33 from 2,153
Change-2,120 (-98%)
Value$0 (-$5)
Filed 2025-10-15
Wells Fargo & Company
DECREASED
Shares30 from 214
Change-184 (-86%)
Value$136 (-$325)
Filed 2025-11-13
Barclays PLC
NEW
Shares21
Change+21
Value$96
Filed 2026-03-31
GHP Investment Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$91 (+$48)
Filed 2025-10-31
Arax Advisory Partners
NEW
Shares19
Change+19
Value$86
Filed 2025-11-14
Sound Income Strategies, LLC
NEW
Shares1
Change+1
Value$5
Filed 2025-10-10
Deutsche Bank Ag\
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$5 (+$3)
Filed 2025-11-13
Jane Street Group, LLC
CLOSED
Shares0 from 70,931
Change-70,931 (-100%)
Value$0 (-$152.5K)
Filed 2025-11-14
Readystate Asset Management LP
CLOSED
Shares0 from 67,602
Change-67,602 (-100%)
Value$0 (-$145.3K)
Filed 2025-11-07
HRT Financial LP
CLOSED
Shares0 from 30,627
Change-30,627 (-100%)
Value$0 (-$65)
Filed 2025-11-14
Jain Global LLC
CLOSED
Shares0 from 21,819
Change-21,819 (-100%)
Value$0 (-$46.9K)
Filed 2025-11-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 21,122
Change-21,122 (-100%)
Value$0 (-$45.4K)
Filed 2025-10-31
Point72 Asia (Singapore) Pte. Ltd.
CLOSED
Shares0 from 14,582
Change-14,582 (-100%)
Value$0 (-$31.4K)
Filed 2025-11-14
American Century Companies Inc
CLOSED
Shares0 from 10,670
Change-10,670 (-100%)
Value$0 (-$22.9K)
Filed 2025-11-12
Captrust Financial Advisors
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$21.5K)
Filed 2025-11-19
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 2,137
Change-2,137 (-100%)
Value$0 (-$4.6K)
Filed 2025-11-14
Cubist Systematic Strategies, LLC
CLOSED
Shares0 from 1,916
Change-1,916 (-100%)
Value$0 (-$4.1K)
Filed 2025-11-14
Raymond James Financial Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$2.2K)
Filed 2025-11-14
Point72 (Difc) Ltd
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$484)
Filed 2025-11-14
EQ Wealth Advisors, LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$348)
Filed 2025-10-28
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$181)
Filed 2025-10-23
IFP Advisors, Inc
CLOSED
Shares0 from 0
Change0
Value$0 (-$974)
Filed 2026-02-06
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
BML Capital Management, LLC
UNCHANGED3,057,5263,057,52600%$6.6M$13.9M+$7.3M2025-11-10
Principia Wealth Advisory, LLC
INCREASED2,077,9462,029,116+48,830+2%$4.4M$9.4M+$5.0M2026-02-10
Frazier Life Sciences Management, L.P.
INCREASED2,077,4311,069,244+1,008,187+94%$2.3M$9.4M+$7.1M2025-11-14
TCG Crossover Management, LLC
DECREASED1,668,1741,796,482-128,308-7%$3.9M$7.6M+$3.7M2025-11-17
Vanguard Group Inc
DECREASED872,041883,937-11,896-1%$1.9M$4.0M+$2.0M2025-11-07
5AM Venture Management, LLC
NEW541,666—+541,666——$2.5M—2025-11-14
Goldman Sachs Group Inc
DECREASED402,581497,287-94,706-19%$1.1M$1.8M+$754.5K2025-11-14
Renaissance Technologies LLC
DECREASED363,496570,669-207,173-36%$1.2M$1.6M+$419.7K2025-11-13
Pale Fire Capital SE
INCREASED363,282358,724+4,558+1%$771.3K$1.6M+$874.4K2025-11-13
Millennium Management LLC
DECREASED324,422342,340-17,918-5%$736.0K$1.5M+$733.6K2025-11-14
BlackRock, Inc.
DECREASED311,394414,485-103,091-25%$891.1K$1.4M+$519.5K2025-11-12
Soleus Capital Management, L.P.
UNCHANGED287,246287,24600%$617.6K$1.3M+$683.6K2025-11-14
Dimensional Fund Advisors LP
DECREASED234,541286,050-51,509-18%$615.2K$1.1M+$447.4K2025-11-12
Geode Capital Management, LLC
UNCHANGED184,762184,76200%$397.4K$837.3K+$439.9K2025-11-12
Regeneron Pharmaceuticals, Inc.
UNCHANGED180,909180,90900%$389.0K$819.5K+$430.6K2025-11-07
Waverly Advisors, LLC
INCREASED160,991160,578+413+0%$345.2K$729.3K+$384.0K2025-11-14
Two Sigma Investments, LP
INCREASED88,67018,757+69,913+373%$40.3K$401.7K+$361.3K2025-11-14
State Street Corp
DECREASED68,73468,824-900%$148.0K$311.4K+$163.4K2025-11-14
Quinn Opportunity Partners LLC
UNCHANGED41,41841,41800%$89.0K$187.6K+$98.6K2025-11-13
Two Sigma Advisers, LP
INCREASED38,07110,681+27,390+256%$23.0K$172.5K+$149.5K2025-11-14
Marshall Wace, LLP
DECREASED28,36749,628-21,261-43%$106.7K$128.5K+$21.8K2025-11-13
Northern Trust Corp
DECREASED28,05834,391-6,333-18%$73.9K$127.1K+$53.2K2025-11-14
Susquehanna International Group, LLP
DECREASED26,25559,211-32,956-56%$127.3K$118.9K-$8.4K2025-11-14
Qube Research & Technologies Ltd
DECREASED21,73030,679-8,949-29%$66.0K$98.4K+$32.5K2025-11-14
Morgan Stanley
DECREASED17,55552,937-35,382-67%$113.8K$79.5K-$34.3K2026-05-27
Citadel Advisors LLC
DECREASED17,26778,271-61,004-78%$168.3K$78.2K-$90.1K2025-11-14
D. E. Shaw & Co., Inc.
DECREASED17,15326,752-9,599-36%$57.5K$77.7K+$20.2K2025-11-14
Royal Bank of Canada
INCREASED13,4652,769+10,696+386%$6.0K$61.0K+$55.0K2025-11-14
Vanguard Personalized Indexing Management, LLC
NEW12,805—+12,805——$58.0K—2025-10-31
XTX Topco Ltd
DECREASED12,65529,755-17,100-57%$64.0K$57.3K-$6.6K2025-11-14
Squarepoint Ops LLC
DECREASED11,27121,652-10,381-48%$46.6K$51.1K+$4.5K2025-11-14
UBS Group AG
DECREASED5,58514,170-8,585-61%$30.5K$25.3K-$5.2K2025-11-13
Bank of America Corp
DECREASED3,61441,266-37,652-91%$88.7K$16.4K-$72.4K2026-02-03
FMR LLC
DECREASED1,9332,324-391-17%$5.0K$8.8K+$3.8K2025-11-13
Osaic Holdings, Inc.
UNCHANGED1,6891,68900%$3.6K$7.7K+$4.1K2025-11-14
Jones Financial Companies Lllp
UNCHANGED1,0001,00000%$2.3K$4.5K+$2.2K2025-11-04
BNP Paribas Financial Markets
DECREASED540786-246-31%$1.7K$2.4K+$7562025-11-13
Physician Wealth Advisors, Inc.
NEW217—+217——$984—2025-11-04
JPMorgan Chase & Co
NEW182—+182——$824—2025-11-26
Allworth Financial LP
UNCHANGED10210200%$220$463+$2432025-12-02
SBI Securities Co., Ltd.
UNCHANGED848400%$181$381+$2002025-11-05
Parallel Advisors, LLC
UNCHANGED505000%$108$227+$1192025-11-13
CWM, LLC
DECREASED332,153-2,120-98%$5$0-$52025-10-15
Wells Fargo & Company
DECREASED30214-184-86%$461$136-$3252025-11-13
Barclays PLC
NEW21—+21——$96—2026-03-31
GHP Investment Advisors, Inc.
UNCHANGED202000%$43$91+$482025-10-31
Arax Advisory Partners
NEW19—+19——$86—2025-11-14
Sound Income Strategies, LLC
NEW1—+1——$5—2025-10-10
Deutsche Bank Ag\
UNCHANGED1100%$2$5+$32025-11-13
Jane Street Group, LLC
CLOSED070,931-70,931-100%$152.5K$0-$152.5K2025-11-14
Readystate Asset Management LP
CLOSED067,602-67,602-100%$145.3K$0-$145.3K2025-11-07
HRT Financial LP
CLOSED030,627-30,627-100%$65$0-$652025-11-14
Jain Global LLC
CLOSED021,819-21,819-100%$46.9K$0-$46.9K2025-11-14
Y-Intercept (Hong Kong) Ltd
CLOSED021,122-21,122-100%$45.4K$0-$45.4K2025-10-31
Point72 Asia (Singapore) Pte. Ltd.
CLOSED014,582-14,582-100%$31.4K$0-$31.4K2025-11-14
American Century Companies Inc
CLOSED010,670-10,670-100%$22.9K$0-$22.9K2025-11-12
Captrust Financial Advisors
CLOSED010,000-10,000-100%$21.5K$0-$21.5K2025-11-19
Tower Research Capital LLC (TRC)
CLOSED02,137-2,137-100%$4.6K$0-$4.6K2025-11-14
Cubist Systematic Strategies, LLC
CLOSED01,916-1,916-100%$4.1K$0-$4.1K2025-11-14
Raymond James Financial Inc
CLOSED01,000-1,000-100%$2.2K$0-$2.2K2025-11-14
Point72 (Difc) Ltd
CLOSED0225-225-100%$484$0-$4842025-11-14
EQ Wealth Advisors, LLC
CLOSED0162-162-100%$348$0-$3482025-10-28
Nisa Investment Advisors, LLC
CLOSED084-84-100%$181$0-$1812025-10-23
IFP Advisors, Inc
CLOSED000—$974$0-$9742026-02-06
Proequities, Inc.
N/A—00—$0———
Showing 65 of 65 institutions