Adverum BiotechnologiesADVM

13F holders, Q2 2025 (June 30)
57holders −12
18new positions
29sold out
4famous investors
$2.15avg. 13F price*

At the end of Q2 2025, 57 institutions reported holding Adverum Biotechnologies Inc. (ADVM) in their 13F filings, down 12 from Q1 2025. 18 opened new positions and 29 sold out. The largest holders were BML Capital Management, LLC ($6.6M), Principia Wealth Advisory, LLC ($4.4M) and TCG Crossover Management, LLC ($3.9M). 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

020406080 Q1 2024: 58Q1 2024Q2 2024: 66Q2 2024Q3 2024: 76Q3 2024Q4 2024: 68Q4 2024Q1 2025: 69Q1 2025Q2 2025: 57Q2 2025Q3 2025: 49Q3 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$1.7M
Exits29$9.4M

All 13F filers, Q1 2025 → Q2 2025: 1,932,079 shares bought and 4,098,817 shares sold, net −2,166,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

BML Capital Management, LLC 5.04% Add +11.5% 3,057,526 $6.6M
Principia Wealth Advisory, LLC 3.71% Add +19.6% 2,029,116 $4.4M
TCG Crossover Management, LLC 0.44% No change 1,796,482 $3.9M
Frazier Life Sciences Management, L.P. 0.09% No change 1,069,244 $2.3M
Vanguard Group Inc. 0.00% Reduce -14.1% 883,937 $1.9M
Renaissance Technologies 0.00% Add +257.6% 570,669 $1.2M
5AM Venture Management, LLC 0.45% No change 541,666 $1.2M
Goldman Sachs Group Inc. 0.00% Add +7.9% 497,287 $1.1M
BlackRock, Inc. 0.00% Reduce -71.0% 414,485 $891K
Pale Fire Capital SE 0.08% Reduce -2.6% 358,724 $771K
Millennium Management 0.00% New 342,340 $736K
Soleus Capital Management, L.P. 0.04% No change 287,246 $618K
Dimensional Fund Advisors LP 0.00% Reduce -0.6% 286,050 $615K
Geode Capital Management, LLC 0.00% Reduce -59.1% 184,762 $397K
Regeneron Pharmaceuticals, Inc. 0.03% No change 180,909 $389K
Waverly Advisors, LLC 0.00% Add +0.3% 160,578 $345K
Citadel Advisors 0.00% New 78,271 $168K
Jane Street Group, LLC 0.00% New 70,931 $153K
State Street Corp. 0.00% Reduce -81.1% 68,824 $148K
Readystate Asset Management LP 0.01% New 67,602 $145K
Susquehanna International Group, LLP 0.00% Add +58.6% 59,211 $127K
Morgan Stanley 0.00% Reduce -23.0% 52,937 $114K
Marshall Wace, LLP 0.00% New 49,628 $107K
Quinn Opportunity Partners LLC 0.01% No change 41,418 $89K
Bank of America Corp. 0.00% Reduce -19.4% 41,266 $89K
Northern Trust Corp. 0.00% Reduce -77.1% 34,391 $74K
Qube Research & Technologies Ltd 0.00% New 30,679 $66K
HRT Financial LP 0.00% New 30,627 $65K
XTX Topco Ltd 0.00% New 29,755 $64K
D. E. Shaw & Co. 0.00% Reduce -0.7% 26,752 $58K
Jain Global LLC 0.00% New 21,819 $47K
Squarepoint Ops LLC 0.00% New 21,652 $47K
Y-Intercept (Hong Kong) Ltd 0.00% New 21,122 $45K
Two Sigma Investments, LP 0.00% New 18,757 $40K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 14,582 $31K
UBS Group AG 0.00% Reduce -75.4% 14,170 $30K
Two Sigma Advisers, LP 0.00% New 10,681 $23K
American Century Companies Inc. 0.00% Reduce -39.5% 10,670 $23K
Captrust Financial Advisors 0.00% Reduce -5.9% 10,000 $22K
Royal Bank of Canada 0.00% Add +8.5% 2,769 $6K
Cwm, LLC 0.00% Add +21.1% 2,153 $5K
FMR LLC 0.00% Reduce -82.8% 2,324 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -11.0% 2,137 $5K
Cubist Systematic Strategies, LLC 0.00% New 1,916 $4K
Osaic Holdings, Inc. 0.00% Add +1064.8% 1,689 $4K
Jones Financial Companies LLLP 0.00% New 1,000 $2K
Raymond James Financial Inc. 0.00% New 1,000 $2K
BNP Paribas Financial Markets 0.00% Reduce -52.3% 786 $2K
Point72 (DIFC) Ltd 0.00% New 225 $484
Wells Fargo & Company 0.00% Reduce -98.3% 214 $461
Eq Wealth Advisors, LLC 0.00% No change 162 $348
Allworth Financial LP 0.00% No change 102 $220
Nisa Investment Advisors, LLC 0.00% Reduce -68.4% 84 $181
SBI Securities Co., Ltd. 0.00% No change 84 $181
Parallel Advisors, LLC 0.00% No change 50 $108
GHP Investment Advisors, Inc. 0.00% No change 20 $43
Deutsche Bank AG 0.00% No change 1 $2

"% of holder's portfolio" is ADVM's weight in each manager's 13F, not the share of Adverum Biotechnologies Inc. the manager owns.