Adverum BiotechnologiesADVM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 49 institutions reported holding Adverum Biotechnologies Inc. (ADVM) in their 13F filings, down 8 from Q2 2025. 6 opened new positions and 15 sold out. The largest holders were BML Capital Management, LLC ($13.9M), Principia Wealth Advisory, LLC ($9.4M) and Frazier Life Sciences Management, L.P. ($9.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Adverum Biotechnologies Inc.
- CUSIP
- 00773U207
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $60K |
| Exits | 15 | $544K |
All 13F filers, Q2 2025 → Q3 2025: 1,183,232 shares bought and 1,119,711 shares sold, net +63,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| BML Capital Management, LLC | 12.74% | No change | 3,057,526 | $13.9M |
| Principia Wealth Advisory, LLC | 6.72% | Add +2.4% | 2,077,946 | $9.4M |
| Frazier Life Sciences Management, L.P. | 0.28% | Add +94.3% | 2,077,431 | $9.4M |
| TCG Crossover Management, LLC | 0.37% | Reduce -7.1% | 1,668,174 | $7.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 872,041 | $4.0M |
| 5AM Venture Management, LLC | 0.90% | No change | 541,666 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.0% | 402,581 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -36.3% | 363,496 | $1.6M |
| Pale Fire Capital SE | 0.18% | Add +1.3% | 363,282 | $1.6M |
| Millennium Management | 0.00% | Reduce -5.2% | 324,422 | $1.5M |
| BlackRock, Inc. | 0.00% | Reduce -24.9% | 311,394 | $1.4M |
| Soleus Capital Management, L.P. | 0.07% | No change | 287,246 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -18.0% | 234,541 | $1.1M |
| Geode Capital Management, LLC | 0.00% | No change | 184,762 | $837K |
| Regeneron Pharmaceuticals, Inc. | 0.12% | No change | 180,909 | $820K |
| Waverly Advisors, LLC | 0.01% | Add +0.3% | 160,991 | $729K |
| Two Sigma Investments, LP | 0.00% | Add +372.7% | 88,670 | $402K |
| State Street Corp. | 0.00% | Reduce -0.1% | 68,734 | $311K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 41,418 | $188K |
| Two Sigma Advisers, LP | 0.00% | Add +256.4% | 38,071 | $172K |
| Marshall Wace, LLP | 0.00% | Reduce -42.8% | 28,367 | $129K |
| Northern Trust Corp. | 0.00% | Reduce -18.4% | 28,058 | $127K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.7% | 26,255 | $119K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.2% | 21,730 | $98K |
| Morgan Stanley | 0.00% | Reduce -66.8% | 17,555 | $80K |
| Citadel Advisors | 0.00% | Reduce -77.9% | 17,267 | $78K |
| D. E. Shaw & Co. | 0.00% | Reduce -35.9% | 17,153 | $78K |
| Royal Bank of Canada | 0.00% | Add +386.3% | 13,465 | $61K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 12,805 | $58K |
| XTX Topco Ltd | 0.00% | Reduce -57.5% | 12,655 | $57K |
| Squarepoint Ops LLC | 0.00% | Reduce -47.9% | 11,271 | $51K |
| UBS Group AG | 0.00% | Reduce -60.6% | 5,585 | $25K |
| Bank of America Corp. | 0.00% | Reduce -91.2% | 3,614 | $16K |
| FMR LLC | 0.00% | Reduce -16.8% | 1,933 | $9K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,689 | $8K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,000 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.3% | 540 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 217 | $984 |
| JPMorgan Chase & Co. | 0.00% | New | 182 | $824 |
| Allworth Financial LP | 0.00% | No change | 102 | $463 |
| SBI Securities Co., Ltd. | 0.00% | No change | 84 | $381 |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $227 |
| Wells Fargo & Company | 0.00% | Reduce -86.0% | 30 | $136 |
| Barclays PLC | 0.00% | New | 21 | $96 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $91 |
| Arax Advisory Partners | 0.00% | New | 19 | $86 |
| Deutsche Bank AG | 0.00% | No change | 1 | $5 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $5 |
| Cwm, LLC | 0.00% | Reduce -98.5% | 33 | $0 |
"% of holder's portfolio" is ADVM's weight in each manager's 13F, not the share of Adverum Biotechnologies Inc. the manager owns.