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Adverum Biotechnologies, Inc.

ADVMDelisted Dec 9, 2025
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001501756

Adverum Biotechnologies, Inc. was delisted on Dec 9, 2025; its insiders filed their last Form 4 on Dec 10, 2025; 50 institutions reported holding it in 13F filings for Q3 2025, worth $63.8M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Adverum Biotechnologies, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
110
−7 vs. Q2 2021
Shares held
70.0M
−8.75M (−11.1%) vs. Q2 2021
Total value
$151.2M
−$127.6M (−45.8%) vs. Q2 2021
New holders
13
34 more added
Sold out
20
39 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ADVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 110 institutions
Q1 2021: 132 institutionsQ2 2021: 118 institutionsQ3 2021: 110 institutionsQ4 2021: 98 institutionsQ1 2022: 92 institutionsQ2 2022: 77 institutionsQ3 2022: 78 institutionsQ4 2022: 59 institutionsQ1 2023: 55 institutionsQ2 2023: 58 institutionsQ3 2023: 61 institutionsQ4 2023: 61 institutionsQ1 2024: 61 institutionsQ2 2024: 68 institutionsQ3 2024: 77 institutionsQ4 2024: 70 institutionsQ1 2025: 71 institutionsQ2 2025: 59 institutionsQ3 2025: 50 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $151.2M
Q1 2021: $937.9MQ2 2021: $280.4MQ3 2021: $151.2MQ4 2021: $115.5MQ1 2022: $82.4MQ2 2022: $70.0MQ3 2022: $55.6MQ4 2022: $33.2MQ1 2023: $45.0MQ2 2023: $104.4MQ3 2023: $97.9MQ4 2023: $48.3MQ1 2024: $236.9MQ2 2024: $117.7MQ3 2024: $120.2MQ4 2024: $74.1MQ1 2025: $69.8MQ2 2025: $30.1MQ3 2025: $63.8MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ADVM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202550$63.8M
Q2 202559$30.1M
Q1 202571$69.8M
Q4 202470$74.1M
Q3 202477$120.2M
Q2 202468$117.7M
Q1 202461$236.9M
Q4 202361$48.3M
Q3 202361$97.9M
Q2 202358$104.4M
Q1 202355$45.0M
Q4 202259$33.2M
Q3 202278$55.6M
Q2 202277$70.0M
Q1 202292$82.4M
Q4 202198$115.5M
Q3 2021110$151.2M
Q2 2021118$280.4M
Q1 2021132$937.9M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Adverum Biotechnologies, Inc.; share changes are against Q2 2021.

Institutions holding ADVM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company55$00.00%−250−82.0%Reduced
Daiwa Securities Group Inc.183$00.00%00.0%Unchanged
Jacobi Capital Management LLC200$00.00%00.0%Unchanged
Parallel Advisors, LLC1,000$2.00K0.00%−24,110−96.0%Reduced
Nisa Investment Advisors, LLC1,030$2.00K0.00%−11,250−91.6%Reduced
Captrust Financial Advisors1,033$2.00K0.00%+533+106.6%Added
FMR LLC1,170$3.00K0.00%00.0%Unchanged
American Portfolios Advisors1,550$3.36K0.00%00.0%Unchanged
Signaturefd, LLC1,840$4.00K0.00%−599−24.6%Reduced
Advisor Group Holdings, Inc.2,000$4.00K0.00%−400−16.7%Reduced
Penserra Capital Management LLC2,250$4.00K0.00%+20+0.9%Added
Macquarie Group Ltd1,706$4.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd2,736$6.00K0.00%+2,736New
Great West Life Assurance Co3,868$8.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC4,250$9.22K0.00%00.0%Unchanged
Federated Hermes, Inc.4,603$10.0K0.00%+4,161+941.4%Added
Ameritas Investment Partners, Inc.7,403$16.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)7,646$17.0K0.00%00.0%Unchanged
Royal Bank of Canada8,275$18.0K0.00%+1,078+15.0%Added
Dark Forest Capital Management LP8,250$18.0K0.01%+8,250New
Nwam LLC10,000$22.0K0.00%00.0%Unchanged
Amalgamated Bank11,698$25.0K0.00%−530−4.3%Reduced
Victory Capital Management Inc11,922$26.0K0.00%−578−4.6%Reduced
Jane Street Group, LLC12,040$26.0K0.00%+12,040New
Alpine Global Management, LLC13,054$28.0K0.01%+13,054New
CSS LLC14,000$30.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC14,076$31.0K0.00%−43,104−75.4%Reduced
Madison Wealth Partners, Inc14,412$31.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP14,716$32.0K0.00%−154,675−91.3%Reduced
Lipe & Dalton15,000$33.0K0.02%00.0%Unchanged
Arizona State Retirement System16,006$35.0K0.00%+108+0.7%Added
Tower Research Capital LLC (TRC)16,438$36.0K0.00%−607−3.6%Reduced
BNP Paribas Arbitrage, SA18,016$39.1K0.00%+3,502+24.1%Added
Principal Financial Group Inc19,364$42.0K0.00%−13,164−40.5%Reduced
Qube Research & Technologies Ltd23,662$51.0K0.00%+23,662New
First Republic Investment Management, Inc.25,170$55.0K0.00%+661+2.7%Added
Walleye Capital LLC26,182$57.0K0.00%−208,003−88.8%Reduced
Legal & General Group Plc26,155$57.0K0.00%+11,559+79.2%Added
Jump Financial, LLC26,600$58.0K0.00%+14,362+117.4%Added
State Board of Administration of Florida Retirement System31,264$68.0K0.00%00.0%Unchanged
ProShare Advisors LLC32,094$70.0K0.00%−8,039−20.0%Reduced
Public Employees Retirement System of Ohio32,200$70.0K0.00%+32,200New
Rafferty Asset Management, LLC33,199$72.0K0.00%−414,586−92.6%Reduced
Squarepoint Ops LLC33,825$73.0K0.00%+7,018+26.2%Added
Invesco Ltd.37,652$82.0K0.00%−1,961−5.0%Reduced
Voya Investment Management LLC38,536$84.0K0.00%00.0%Unchanged
Virginia Retirement Systems Et Al42,800$93.0K0.00%+8,000+23.0%Added
Marquette Asset Management, LLC45,603$99.0K0.02%+45,603New
American International Group, Inc.47,549$103.0K0.00%−1,129−2.3%Reduced
Barclays PLC49,306$107.0K0.00%−9,681−16.4%Reduced
Deutsche Bank AG49,988$108.0K0.00%−482,942−90.6%Reduced
New York State Common Retirement Fund52,767$115.0K0.00%+152+0.3%Added
Pinz Capital Management, LP53,600$116.0K0.05%+53,600New
Price T Rowe Associates Inc54,095$117.0K0.00%00.0%Unchanged
Simplex Trading, LLC34,425$123.0K0.00%00.0%Unchanged
Virtus ETF Advisers LLC57,768$125.0K0.05%−3,017−5.0%Reduced
Ergoteles LLC60,500$131.0K0.00%+23,300+62.6%Added
Cubist Systematic Strategies, LLC62,089$135.0K0.00%−20,870−25.2%Reduced
Man Group plc65,591$142.0K0.00%−63,400−49.2%Reduced
SG Americas Securities, LLC68,934$150.0K0.00%+68,934New
Citigroup Inc69,416$151.0K0.00%−674,062−90.7%Reduced
Credit Suisse AG71,468$154.0K0.00%+2,608+3.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.88,293$192.0K0.00%+2,616+3.1%Added
California State Teachers Retirement System95,013$206.0K0.00%−24,802−20.7%Reduced
Parametric Portfolio Associates LLC100,200$217.0K0.00%−42,851−30.0%Reduced
Twin Focus Capital Partners, LLC100,000$217.0K0.05%00.0%Unchanged
Occudo Quantitative Strategies LP103,659$225.0K0.03%+18,555+21.8%Added
Alliancebernstein L.P.112,300$244.0K0.00%−11,200−9.1%Reduced
Alps Advisors Inc120,266$261.0K0.00%−8,726−6.8%Reduced
Caxton Associates LP124,850$271.0K0.04%+96,628+342.4%Added
Rhumbline Advisers129,160$280.0K0.00%+2,110+1.7%Added
Swiss National Bank133,700$290.0K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc139,604$303.0K0.00%+139,604New
Prudential Financial Inc173,670$376.0K0.00%+122,186+237.3%Added
UBS Asset Management Americas Inc173,979$377.5K0.00%+36,112+26.2%Added
WS Management LLLP188,616$409.0K0.05%−118,826−38.6%Reduced
683 Capital Management, LLC200,000$434.0K0.02%+200,000New
Bank of America Corp214,930$467.0K0.00%−98,021−31.3%Reduced
Charles Schwab Investment Management Inc216,139$470.0K0.00%−400,774−65.0%Reduced
Russell Investments Group, Ltd.224,790$487.0K0.00%−528−0.2%Reduced
Algert Global LLC231,490$502.0K0.07%+149,345+181.8%Added
Quinn Opportunity Partners LLC248,004$538.0K0.03%00.0%Unchanged
Citadel Advisors LLC249,018$540.0K0.00%−47,101−15.9%Reduced
Mirae Asset Global Investments Co., Ltd.268,953$584.0K0.00%+50,548+23.1%Added
Bank of New York Mellon Corp322,495$700.0K0.00%+16,465+5.4%Added
Connor, Clark & Lunn Investment Management Ltd.368,405$799.0K0.00%+368,405New
ExodusPoint Capital Management, LP482,663$1.05M0.02%+445,599+1,202.2%Added
Dimensional Fund Advisors LP747,329$1.62M0.00%−532,481−41.6%Reduced
Millennium Management LLC774,852$1.68M0.00%+763,360+6,642.5%Added
HRT Financial LP847,967$1.84M0.01%+847,967New
Northern Trust Corp877,139$1.90M0.00%−44,760−4.9%Reduced
Goldman Sachs Group Inc884,703$1.92M0.00%+64,748+7.9%Added
Renaissance Technologies LLC1,106,777$2.40M0.00%+297,497+36.8%Added
Morgan Stanley1,455,644$3.16M0.00%+497,454+51.9%Added
Assenagon Asset Management S.A.1,466,807$3.18M0.01%−159,891−9.8%Reduced
Geode Capital Management, LLC1,533,929$3.33M0.00%−66,759−4.2%Reduced
K2 Principal Fund, L.P.1,653,874$3.59M0.42%+755,567+84.1%Added
Two Sigma Advisers, LP1,766,900$3.83M0.01%+791,700+81.2%Added
Two Sigma Investments, LP1,870,697$4.06M0.01%+349,963+23.0%Added
State Street Corp2,047,619$4.44M0.00%−7,526,623−78.6%Reduced