Adverum BiotechnologiesADVM
13F holders, Q1 2025 (March 31)69holders +1
10new positions
9sold out
3famous investors
$4.27avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Adverum Biotechnologies Inc. (ADVM) in their 13F filings, up 1 from Q4 2024. 10 opened new positions and 9 sold out. The largest holders were BML Capital Management, LLC ($12.0M), TCG Crossover Management, LLC ($7.9M) and Franklin Resources Inc. ($7.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Adverum Biotechnologies Inc.
- CUSIP
- 00773U207
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.3M |
| Exits | 9 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,354,978 shares bought and 751,443 shares sold, net +603,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| BML Capital Management, LLC | 9.70% | Add +20.9% | 2,742,317 | $12.0M |
| TCG Crossover Management, LLC | 1.07% | No change | 1,796,482 | $7.9M |
| Franklin Resources Inc. | 0.00% | No change | 1,760,056 | $7.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.9% | 1,426,855 | $6.2M |
| Principia Wealth Advisory, LLC | 5.86% | Add +27.5% | 1,696,815 | $6.1M |
| Frazier Life Sciences Management, L.P. | 0.21% | No change | 1,069,244 | $4.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 1,029,326 | $4.5M |
| 5AM Venture Management, LLC | 0.90% | No change | 541,666 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.0% | 460,830 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 451,258 | $2.0M |
| Pale Fire Capital SE | 0.19% | Add +16.9% | 368,267 | $1.6M |
| State Street Corp. | 0.00% | Reduce -1.5% | 363,974 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.5% | 287,794 | $1.3M |
| Soleus Capital Management, L.P. | 0.10% | No change | 287,246 | $1.3M |
| Regeneron Pharmaceuticals, Inc. | 0.06% | No change | 180,909 | $791K |
| Waverly Advisors, LLC | 0.01% | New | 160,165 | $700K |
| Renaissance Technologies | 0.00% | Add +23.1% | 159,569 | $697K |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 150,372 | $657K |
| Grant/GrossMendelsohn, LLC | 0.26% | Add +90.3% | 160,157 | $461K |
| Morgan Stanley | 0.00% | Reduce -40.1% | 68,717 | $300K |
| UBS Group AG | 0.00% | Add +20.9% | 57,548 | $251K |
| Bank of America Corp. | 0.00% | Add +17.6% | 51,222 | $224K |
| Invesco Ltd. | 0.00% | New | 49,831 | $218K |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 49,324 | $216K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -17.9% | 49,024 | $214K |
| Quinn Opportunity Partners LLC | 0.01% | Add +54.4% | 41,418 | $181K |
| Susquehanna International Group, LLP | 0.00% | New | 37,334 | $163K |
| AQR Capital Management | 0.00% | New | 33,823 | $148K |
| Rhumbline Advisers | 0.00% | Add +4.2% | 32,999 | $144K |
| Nuveen, LLC | 0.00% | — | 31,847 | $139K |
| Barclays PLC | 0.00% | Reduce -26.0% | 29,510 | $129K |
| D. E. Shaw & Co. | 0.00% | Reduce -43.4% | 26,944 | $118K |
| Trexquant Investment LP | 0.00% | Reduce -80.5% | 18,694 | $82K |
| American Century Companies Inc. | 0.00% | Add +8.4% | 17,647 | $77K |
| Cantor Fitzgerald, L. P. | 0.00% | No change | 15,446 | $67K |
| Citigroup Inc. | 0.00% | Reduce -26.2% | 14,752 | $64K |
| FMR LLC | 0.00% | Reduce -76.7% | 13,470 | $59K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 12,618 | $55K |
| Wells Fargo & Company | 0.00% | Add +2.4% | 12,531 | $55K |
| Intech Investment Management LLC | 0.00% | New | 12,400 | $54K |
| Captrust Financial Advisors | 0.00% | New | 10,624 | $46K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.7% | 10,198 | $45K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 10,192 | $45K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,182 | $18K |
| Simplex Trading, LLC | 0.00% | Add +116.3% | 4,313 | $18K |
| New York State Common Retirement Fund | 0.00% | No change | 3,000 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -28.2% | 2,553 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.9% | 2,402 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,038 | $9K |
| Cwm, LLC | 0.00% | Add +2016.7% | 1,778 | $8K |
| Legal & General Group Plc | 0.00% | No change | 1,797 | $8K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.1% | 1,646 | $7K |
| California State Teachers Retirement System | 0.00% | No change | 1,507 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,375 | $6K |
| Amalgamated Bank | 0.00% | No change | 720 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -47.1% | 374 | $2K |
| Group One Trading LLC | 0.00% | Reduce -99.0% | 292 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Add +195.6% | 266 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | New | 162 | $708 |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.7% | 145 | $634 |
| Rothschild Investment LLC | 0.00% | New | 100 | $437 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.2% | 84 | $367 |
| Allworth Financial LP | 0.00% | No change | 102 | $303 |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $219 |
| GAMMA Investing LLC | 0.00% | Add +51.6% | 47 | $205 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $88 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7 | $31 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $5 |
| Deutsche Bank AG | 0.00% | No change | 1 | $4 |
"% of holder's portfolio" is ADVM's weight in each manager's 13F, not the share of Adverum Biotechnologies Inc. the manager owns.