Adverum Bio Ownership | Who Owns Adverum Bio?


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Adverum Bio Ownership Summary


Adverum Bio is owned by 46.74% institutional investors, 12.40% insiders, and 40.86% retail investors. Bml capital management is the largest institutional shareholder, holding 14.55% of ADVM shares. Franklin Biotechnology Discv A(acc)USD is the top mutual fund, with 5.45% of its assets in Adverum Bio shares.

ADVM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAdverum Bio46.74%12.40%40.86%
SectorHealthcare Stocks 42.50%10.81%46.69%
IndustryBiotech Stocks 45.24%10.75%44.01%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bml capital management3.06M14.55%$13.85M
Frazier life sciences management2.08M9.89%$9.41M
Tcg crossover management1.67M7.94%$7.56M
Vanguard group872.04K4.15%$3.95M
5am venture management541.67K2.58%$2.45M
Versant venture management506.82K2.43%$2.37M
Goldman sachs group402.58K1.92%$1.82M
Renaissance363.50K1.73%$1.65M
Pale fire capital se363.28K1.73%$1.65M
Blackrock funding, inc. /de311.39K1.48%$1.41M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bml capital management3.06M12.68%$13.85M
Versant venture management506.82K2.73%$2.37M
5am venture management541.67K0.90%$2.45M
Tcg crossover management1.67M0.37%$7.56M
Frazier life sciences management2.08M0.28%$9.41M
Pale fire capital se363.28K0.18%$1.65M
Regeneron pharmaceuticals180.91K0.12%$819.52K
Soleus capital management287.25K0.07%$1.30M
Quinn opportunity partners41.42K0.01%$187.62K
Waverly advisors160.99K0.01%$729.29K

Top Buyers

HolderShares% AssetsChange
Frazier life sciences management2.08M0.28%1.01M
Two sigma investments, lp88.67K0.00%69.91K
Two sigma advisers, lp38.07K0.00%27.39K
Vanguard personalized indexing management12.80K0.00%12.80K
Royal bank of canada13.46K-10.70K

Top Sellers

HolderShares% AssetsChange
Franklin resources---1.76M
Renaissance363.50K0.00%-207.17K
Tcg crossover management1.67M0.37%-128.31K
Blackrock funding, inc. /de311.39K--103.09K
Goldman sachs group402.58K0.00%-94.71K

New Positions

HolderShares% AssetsChangeValue
Vanguard personalized indexing management12.80K0.00%12.80K$58.01K
Physician wealth advisors217.000.00%217.00$984.00
Srs capital advisors19.00-19.00$86.00
Sound income strategies1.00-1.00$5.00

Sold Out

HolderChange
Frazier financial advisors-1.00
Eversource wealth advisors-7.00
Gamma investing-47.00
Nisa investment advisors-84.00
Rothschild investment-100.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202547-11.32%9,820,748-23.56%461.25%16-38.46%176.25%
Jun 30, 202557-18.57%13,501,908-11.69%641.21%27-6.90%19-17.39%
Mar 31, 2025712.90%15,830,377-0.28%751.31%29-19.44%23109.09%
Dec 31, 20241-506,821-241.19%----
Sep 30, 20241-50.00%506,821-79.85%21.04%----100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Franklin Biotechnology Discv A(acc)USD1.14M5.45%-
Franklin Biotechnology Discovery A624.74K3.00%-
Vanguard US Total Market Shares ETF586.25K2.82%-
Vanguard Total Stock Mkt Idx Inv573.71K2.73%-12.54K
Fidelity Small Cap Index215.28K1.03%-757.00
Vanguard Institutional Extnd Mkt Idx Tr196.33K0.94%-89.46K
iShares Russell 2000 Value ETF181.86K0.87%-
CREF Stock R1140.59K0.68%-93.24K
Vanguard Russell 2000 ETF103.78K0.50%954.00
State St Russell Sm/Mid Cp® Indx NL Cl C94.53K0.45%-

Recent Insider Transactions


DateNameRoleActivityValue
May 15, 2025Soparkar Peter CHIEF OPERATING OFFICERSell$5.92K
May 15, 2025Seyedkazemi Setareh CHIEF DEVELOPMENT OFFICERSell$1.85K
May 15, 2025Fischer Laurent CEO, PRESIDENT AND DIRECTORSell$18.25K
Mar 27, 2025Leonard Braden Michael-Buy$86.09K
Apr 22, 2025Leonard Braden Michael-Buy$900.00K

Insider Transactions Trends


DateBuySell
2025 Q233
2025 Q110-
2024 Q33-
2024 Q2--
2024 Q12-

ADVM Ownership FAQ


Who Owns Adverum Bio?

Adverum Bio shareholders are primarily institutional investors at 46.74%, followed by 12.40% insiders and 40.86% retail investors. The average institutional ownership in Adverum Bio's industry, Biotech Stocks , is 45.24%, which Adverum Bio exceeds.

Who owns the most shares of Adverum Bio?

Adverum Bio’s largest shareholders are Bml capital management (3.06M shares, 14.55%), Frazier life sciences management (2.08M shares, 9.89%), and Tcg crossover management (1.67M shares, 7.94%). Together, they hold 32.38% of Adverum Bio’s total shares outstanding.

Does Blackrock own Adverum Bio?

BlackRock is not among the top 10 institutional shareholders of Adverum Bio.

Who is Adverum Bio’s biggest shareholder by percentage of total assets invested?

Bml capital management is Adverum Bio’s biggest shareholder by percentage of total assets invested, with 12.68% of its assets in 3.06M Adverum Bio shares, valued at 13.85M$.

Who is the top mutual fund holder of Adverum Bio shares?

Franklin Biotechnology Discv A(acc)USD is the top mutual fund holder of Adverum Bio shares, with 5.45% of its total shares outstanding invested in 1.14M Adverum Bio shares.

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