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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 2023

Institutional positions in Adverum Biotechnologies, Inc. as of Sep 30, 2023. 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
61
+3 vs. Q2 2023
Shares held
65.3M
−397.9K (−0.6%) vs. Q2 2023
Total value
$97.9M
−$6.45M (−6.2%) vs. Q2 2023
New holders
11
15 more added
Sold out
8
20 more reduced

Compare with Q2 2023: 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 2023: 61 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 2023: $97.9M
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 2023

Shares, value and share of portfolio for each institution holding Adverum Biotechnologies, Inc.; share changes are against Q2 2023.

Institutions holding ADVM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Commodore Capital LP10,000,000$15.0M1.75%00.0%Unchanged
Morgan Stanley6,976,238$10.5M0.00%+10,806+0.2%Added
FMR LLC6,691,925$10.0M0.00%−1,069,367−13.8%Reduced
VR Adviser, LLC6,573,300$9.86M1.04%+2,687,054+69.1%Added
Versant Venture Management, LLC5,068,233$7.60M4.04%00.0%Unchanged
Bank of America Corp4,769,186$7.15M0.00%−822,604−14.7%Reduced
Goldman Sachs Group Inc4,556,022$6.83M0.00%−5,146−0.1%Reduced
Vanguard Group Inc4,189,034$6.28M0.00%+127,000+3.1%Added
BML Capital Management, LLC3,915,000$5.87M5.41%−1,242,179−24.1%Reduced
Sonic GP LLC2,000,000$3.00M2.91%00.0%Unchanged
BlackRock Inc.1,401,288$2.10M0.00%−2,323−0.2%Reduced
Renaissance Technologies LLC1,329,741$2.00M0.00%+113,100+9.3%Added
AIGH Capital Management LLC1,323,985$1.99M0.94%−159,572−10.8%Reduced
Newtyn Management, LLC1,025,000$1.54M0.38%+25,000+2.5%Added
Geode Capital Management, LLC864,206$1.30M0.00%−22,840−2.6%Reduced
Two Sigma Investments, LP518,035$777.1K0.00%+32,695+6.7%Added
Two Sigma Advisers, LP492,700$739.0K0.00%+65,500+15.3%Added
Citigroup Inc476,692$715.0K0.00%+476,692New
Quinn Opportunity Partners LLC398,298$597.4K0.08%00.0%Unchanged
Worth Venture Partners, LLC331,668$497.5K0.30%−39,015−10.5%Reduced
State Street Corp330,154$495.2K0.00%+48,300+17.1%Added
Dimensional Fund Advisors LP292,470$439.0K0.00%+108,348+58.8%Added
Acuitas Investments, LLC291,169$436.8K0.26%−322,159−52.5%Reduced
Marshall Wace, LLP237,331$356.0K0.00%+237,331New
Northern Trust Corp180,351$270.5K0.00%−650−0.4%Reduced
Cantor Fitzgerald, L. P.160,060$240.1K0.01%−2,778−1.7%Reduced
Millennium Management LLC139,145$208.7K0.00%+26,819+23.9%Added
Advisor Group Holdings, Inc.89,367$134.1K0.00%+26,217+41.5%Added
Jefferies Financial Group Inc.75,000$112.5K0.00%+75,000New
Bank of New York Mellon Corp68,378$102.6K0.00%−784−1.1%Reduced
Marquette Asset Management, LLC60,120$90.2K0.02%−61,273−50.5%Reduced
Monaco Asset Management SAM59,234$88.9K0.04%−175,766−74.8%Reduced
Mariner, LLC50,000$75.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP42,702$64.1K0.00%+19,166+81.4%Added
XTX Topco Ltd36,657$55.0K0.01%+20,325+124.4%Added
Charles Schwab Investment Management Inc36,413$54.6K0.00%00.0%Unchanged
Man Group plc–$52.6K0.00%–New
Jane Street Group, LLC33,877$50.8K0.00%−12,752−27.3%Reduced
Qube Research & Technologies Ltd24,967$37.5K0.00%+24,967New
HRT Financial LP25,098$37.0K0.00%+25,098New
Captrust Financial Advisors20,500$30.8K0.00%+20,500New
Cubist Systematic Strategies, LLC19,884$29.8K0.00%−10,874−35.4%Reduced
Russell Investments Group, Ltd.16,000$24.0K0.00%+16,000New
Lipe & Dalton15,000$22.0K0.01%00.0%Unchanged
American Century Companies Inc13,058$19.6K0.00%+13,058New
Nwam LLC10,000$15.0K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.10,000$15.0K0.00%00.0%Unchanged
Lazard Asset Management LLC10,489$15.0K0.00%+430+4.3%Added
Rhumbline Advisers2,937$4.41K0.00%00.0%Unchanged
Wells Fargo & Company1,941$2.91K0.00%+1,267+188.0%Added
Ronald Blue Trust, Inc.1,500$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC1,000$1.50K0.00%00.0%Unchanged
UBS Group AG800$1.20K0.00%−5,490−87.3%Reduced
Tower Research Capital LLC (TRC)691$1.04K0.00%−8,807−92.7%Reduced
JPMorgan Chase & Co405$6080.00%−1,422−77.8%Reduced
Northwestern Mutual Wealth Management Co317$4760.00%+317New
GHP Investment Advisors, Inc.200$1960.00%00.0%Unchanged
Allworth Financial LP20$300.00%00.0%Unchanged
BNP Paribas Arbitrage, SA3$40.00%00.0%Unchanged
Royal Bank of Canada43$00.00%−2,359−98.2%Reduced
NBC Securities, Inc.500$00.00%+500New
Soleus Capital Management, L.P.0$00.00%−320,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−122,676−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−84,278−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−50,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−21,574−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−19,432−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,258−100.0%Sold out
Deutsche Bank AG0$00.00%−18−100.0%Sold out