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Avalo Therapeutics, Inc.

AVTX
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001534120

In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Avalo Therapeutics, Inc. as of Dec 31, 2024. 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
33
+4 vs. Q3 2024
Shares held
7.53M
+873.6K (+13.1%) vs. Q3 2024
Total value
$56.0M
−$7.25M (−11.5%) vs. Q3 2024
New holders
9
8 more added
Sold out
5
3 more reduced

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AVTX 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 holdersQ4 2024: 33 institutions
Q1 2021: 70 institutionsQ2 2021: 71 institutionsQ3 2021: 77 institutionsQ4 2021: 75 institutionsQ1 2022: 71 institutionsQ2 2022: 54 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 32 institutionsQ2 2023: 26 institutionsQ3 2023: 28 institutionsQ4 2023: 12 institutionsQ1 2024: 18 institutionsQ2 2024: 21 institutionsQ3 2024: 29 institutionsQ4 2024: 33 institutionsQ1 2025: 34 institutionsQ2 2025: 36 institutionsQ3 2025: 66 institutionsQ4 2025: 84 institutionsQ1 2026: 97 institutionsQ2 2026: 126 institutions
Value heldQ4 2024: $56.0M
Q1 2021: $180.4MQ2 2021: $218.1MQ3 2021: $175.5MQ4 2021: $136.0MQ1 2022: $56.2MQ2 2022: $34.7MQ3 2022: $18.4MQ4 2022: $28.0MQ1 2023: $16.0MQ2 2023: $862.7KQ3 2023: $158.9KQ4 2023: $209.4KQ1 2024: $1.90MQ2 2024: $9.62MQ3 2024: $63.2MQ4 2024: $56.0MQ1 2025: $66.1MQ2 2025: $39.1MQ3 2025: $194.7MQ4 2025: $361.1MQ1 2026: $469.6MQ2 2026: $1.31B
Institutions holding AVTX and their total value by quarter
QuarterHoldersValue
Q2 2026126$1.31B
Q1 202697$469.6M
Q4 202584$361.1M
Q3 202566$194.7M
Q2 202536$39.1M
Q1 202534$66.1M
Q4 202433$56.0M
Q3 202429$63.2M
Q2 202421$9.62M
Q1 202418$1.90M
Q4 202312$209.4K
Q3 202328$158.9K
Q2 202326$862.7K
Q1 202332$16.0M
Q4 202228$28.0M
Q3 202227$18.4M
Q2 202254$34.7M
Q1 202271$56.2M
Q4 202175$136.0M
Q3 202177$175.5M
Q2 202171$218.1M
Q1 202170$180.4M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q3 2024.

Institutions holding AVTX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BVF Inc1,036,679$7.70M0.26%+69,679+7.2%Added
Ikarian Capital, LLC970,259$7.21M2.06%−1000.0%Reduced
OrbiMed Advisors LLC967,000$7.18M0.15%00.0%Unchanged
Ra Capital Management, L.P.967,000$7.18M0.10%00.0%Unchanged
Deep Track Capital, LP867,000$6.44M0.24%−100,000−10.3%Reduced
Affinity Asset Advisors, LLC550,765$4.09M0.64%+505,765+1,123.9%Added
Commodore Capital LP483,000$3.59M0.26%00.0%Unchanged
TCG Crossover Management, LLC483,000$3.59M0.35%00.0%Unchanged
Vanguard Group Inc165,801$1.23M0.00%+155,433+1,499.2%Added
Boothbay Fund Management, LLC163,992$1.22M0.04%−100−0.1%Reduced
BlackRock, Inc.133,235$989.9K0.00%+132,906+40,397.0%Added
Royal Bank of Canada117,356$872.0K0.00%+117,356New
Velan Capital Investment Management LP109,972$817.1K0.71%+109,972New
Geode Capital Management, LLC104,853$779.1K0.00%+94,742+937.0%Added
UBS Group AG98,519$732.0K0.00%+92,385+1,506.1%Added
Allostery Investments LP73,314$544.7K1.07%+73,314New
Sio Capital Management, LLC71,458$530.9K0.15%00.0%Unchanged
Bank of Montreal60,000$445.8K0.00%+60,000New
HRT Financial LP40,000$297.0K0.00%+40,000New
Northern Trust Corp22,673$168.5K0.00%+22,673New
Walleye Capital LLC19,477$144.7K0.00%+19,477New
Marshall Wace, LLP15,323$113.8K0.00%+15,323New
Bank of America Corp5,670$42.1K0.00%+69+1.2%Added
Tower Research Capital LLC (TRC)4,130$30.7K0.00%+3,754+998.4%Added
SBI Securities Co., Ltd.22$1630.00%+22New
Morgan Stanley10$740.00%00.0%Unchanged
BNP Paribas Arbitrage, SA4$300.00%00.0%Unchanged
JPMorgan Chase & Co2$150.00%00.0%Unchanged
Group One Trading, L.P.2$150.00%00.0%Unchanged
Advisor Group Holdings, Inc.2$140.00%00.0%Unchanged
Parallel Advisors, LLC1$70.00%00.0%Unchanged
Key Financial Inc1$70.00%00.0%Unchanged
Activest Wealth Management1$70.00%00.0%Unchanged
Logos Global Management LP0$00.00%−539,079−100.0%Sold out
Wells Fargo & Company0$00.00%−1−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−1−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
Avion Wealth0$00.00%−5−100.0%Sold out