ADVERUM BIOTECHNOLOGIES INC (ADVM)
Institutional ownership reported to the SEC as of Q3 2025, across 28 quarters.
51
Reporting holders
$64.1M
Reported value
0.5%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BML Capital Management, LLC | $13.9M | 3,057,526 | 12.68% | 7q | HELD |
| Principia Wealth Advisory, LLC | $9.4M | 2,077,946 | 6.49% | 4q | +2.4%+$221.2K |
| Frazier Life Sciences Management, L.P. | $9.4M | 2,077,431 | 0.28% | 6q | +94.3%+$4.6M |
| TCG Crossover Management, LLC | $7.6M | 1,668,174 | 0.37% | 5q | -7.1%-$581.2K |
| VANGUARD GROUP INC | $4.0M | 872,041 | 0.00% | 7q | -1.3%-$53.9K |
| 5AM Venture Management, LLC | $2.5M | 541,666 | 0.90% | 7q | HELD |
| Versant Venture Management, LLC | $2.3M | 506,821 | 1.08% | 23q | HELD |
| GOLDMAN SACHS GROUP INC | $1.8M | 402,581 | 0.00% | 6q | -19.0%-$429.0K |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 363,496 | 0.00% | 7q | -36.3%-$938.5K |
| Pale Fire Capital SE | $1.6M | 363,282 | 0.18% | 5q | +1.3%+$20.6K |
| MILLENNIUM MANAGEMENT LLC | $1.5M | 324,422 | 0.00% | 2q | -5.2%-$81.2K |
| BlackRock, Inc. | $1.4M | 311,394 | 0.00% | 5q | -24.9%-$467.0K |
| Soleus Capital Management, L.P. | $1.3M | 287,246 | 0.07% | 6q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $1.1M | 234,541 | 0.00% | 7q | -18.0%-$233.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $837.3K | 184,762 | 0.00% | 7q | HELD |
| REGENERON PHARMACEUTICALS, INC. | $819.5K | 180,909 | 0.12% | 4q | HELD |
| Waverly Advisors, LLC | $729.3K | 160,991 | 0.01% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $401.7K | 88,670 | 0.00% | 2q | +372.7%+$316.7K |
| STATE STREET CORP | $311.4K | 68,734 | 0.00% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $260.3K | 26,255 | 0.00% | 3q | -55.7%-$326.7K |
| Quinn Opportunity Partners LLC | $187.6K | 41,418 | 0.01% | 7q | HELD |
| CITADEL ADVISORS LLC | $187.4K | 17,267 | 0.00% | 6q | -77.9%-$662.1K |
| TWO SIGMA ADVISERS, LP | $172.5K | 38,071 | 0.00% | 2q | +256.4%+$124.1K |
| MARSHALL WACE, LLP | $128.5K | 28,367 | 0.00% | 2q | -42.8%-$96.3K |
| NORTHERN TRUST CORP | $127.1K | 28,058 | 0.00% | 7q | -18.4%-$28.7K |
| Qube Research & Technologies Ltd | $98.4K | 21,730 | 0.00% | 2q | -29.2%-$40.5K |
| MORGAN STANLEY | $79.5K | 17,555 | 0.00% | 7q | -66.8%-$160.3K |
| D. E. Shaw & Co., Inc. | $77.7K | 17,153 | 0.00% | 4q | -35.9%-$43.5K |
| GROUP ONE TRADING LLC | $70.2K | options only | 0.00% | 3q | OPTIONS |
| ROYAL BANK OF CANADA | $61.0K | 13,465 | 0.00% | 6q | +143.1%+$35.9K |
| Vanguard Personalized Indexing Management, LLC | $58.0K | 12,805 | 0.00% | new | NEW |
| XTX Topco Ltd | $57.3K | 12,655 | 0.00% | 2q | -57.5%-$77.5K |
| Squarepoint Ops LLC | $51.1K | 11,271 | 0.00% | 2q | -47.9%-$47.0K |
| UBS Group AG | $25.3K | 5,585 | 0.00% | 7q | -60.6%-$38.9K |
| BANK OF AMERICA CORP /DE/ | $16.4K | 3,614 | 0.00% | 7q | -91.2%-$170.6K |
| FMR LLC | $8.8K | 1,933 | 0.00% | 7q | -16.8%-$1.8K |
| OSAIC HOLDINGS, INC. | $7.7K | 1,689 | 0.00% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.5K | 1,000 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.4K | 540 | 0.00% | 6q | -31.3%-$1.1K |
| JPMORGAN CHASE & CO | $1.6K | 364 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $984 | 217 | 0.00% | new | NEW |
| Allworth Financial LP | $463 | 102 | 0.00% | 7q | HELD |
| SBI Securities Co., Ltd. | $381 | 84 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $227 | 50 | 0.00% | 7q | HELD |
| SIMPLEX TRADING, LLC | $177 | options only | 0.00% | new | OPTIONS |
| WELLS FARGO & COMPANY/MN | $136 | 30 | 0.00% | 7q | -86.0% |
| BARCLAYS PLC | $96 | 21 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $91 | 20 | 0.00% | 7q | HELD |
| Arax Advisory Partners | $86 | 19 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $5 | 1 | 0.00% | 7q | HELD |
| Sound Income Strategies, LLC | $5 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 51 | $64.1M | 14,073,973 | 8 | 6 | 21 | 0.5% |
| Q2 2025 | 58 | $30.1M | 13,980,292 | 16 | 7 | 18 | 0.0% |
| Q1 2025 | 70 | $69.9M | 16,330,366 | 11 | 16 | 22 | 0.1% |
| Q4 2024 | 67 | $74.2M | 15,871,438 | 3 | 26 | 9 | 0.1% |
| Q3 2024 | 73 | $120.3M | 16,913,879 | 20 | 17 | 19 | 0.3% |
| Q2 2024 | 67 | $120.2M | 18,169,759 | 21 | 23 | 10 | 0.3% |
| Q1 2024 | 57 | $252.2M | 17,618,804 | 59 | 0 | 1 | 1.2% |
| Q4 2023 | 56 | $50.7M | 67,352,935 | 8 | 12 | 12 | 0.1% |
| Q3 2023 | 58 | $96.2M | 63,911,053 | 10 | 12 | 17 | 0.3% |
| Q2 2023 | 54 | $102.3M | 64,290,362 | 8 | 9 | 21 | 0.1% |
| Q1 2023 | 46 | $48.7M | 67,787,122 | 4 | 10 | 12 | 0.1% |
| Q4 2022 | 46 | $30.5M | 51,563,312 | 4 | 9 | 14 | 2.1% |
| Q3 2022 | 77 | $56.9M | 58,521,766 | 16 | 10 | 28 | 2.3% |
| Q2 2022 | 75 | $71.9M | 58,227,667 | 15 | 10 | 24 | 2.7% |
| Q1 2022 | 92 | $89.2M | 63,628,638 | 8 | 12 | 41 | 3.1% |
| Q4 2021 | 99 | $127.5M | 66,070,437 | 12 | 25 | 37 | 6.5% |
| Q3 2021 | 111 | $162.8M | 70,006,966 | 12 | 33 | 37 | 4.8% |
| Q2 2021 | 122 | $289.0M | 79,236,234 | 25 | 44 | 30 | 3.0% |
| Q1 2021 | 133 | $953.3M | 95,106,297 | 9 | 42 | 51 | 1.6% |
| Q4 2020 | 155 | $1.0B | 94,397,211 | 21 | 52 | 47 | 2.5% |
| Q3 2020 | 161 | $991.9M | 95,176,899 | 33 | 66 | 37 | 1.2% |
| Q2 2020 | 145 | $1.7B | 80,928,046 | 30 | 60 | 39 | 1.2% |
| Q1 2020 | 127 | $803.3M | 80,819,899 | 31 | 51 | 31 | 1.7% |
| Q4 2019 | 117 | $719.0M | 60,916,519 | 27 | 34 | 37 | 2.4% |
| Q3 2019 | 103 | $280.9M | 48,990,838 | 28 | 34 | 20 | 5.0% |
| Q2 2019 | 94 | $553.6M | 46,397,073 | 27 | 29 | 21 | 0.8% |
| Q1 2019 | 84 | $208.3M | 39,718,462 | 12 | 23 | 22 | 0.1% |
| Q4 2018 | 85 | $123.5M | 39,136,807 | 2 | 0 | 2 | 0.1% |