Adverum Bio Ownership | Who Owns Adverum Bio?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Adverum Bio | 46.74% | 12.40% | 40.86% |
| Sector | Healthcare Stocks | 42.50% | 10.81% | 46.69% |
| Industry | Biotech Stocks | 45.24% | 10.75% | 44.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bml capital management | 3.06M | 14.55% | $13.85M |
| Frazier life sciences management | 2.08M | 9.89% | $9.41M |
| Tcg crossover management | 1.67M | 7.94% | $7.56M |
| Vanguard group | 872.04K | 4.15% | $3.95M |
| 5am venture management | 541.67K | 2.58% | $2.45M |
| Versant venture management | 506.82K | 2.43% | $2.37M |
| Goldman sachs group | 402.58K | 1.92% | $1.82M |
| Renaissance | 363.50K | 1.73% | $1.65M |
| Pale fire capital se | 363.28K | 1.73% | $1.65M |
| Blackrock funding, inc. /de | 311.39K | 1.48% | $1.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bml capital management | 3.06M | 12.68% | $13.85M |
| Versant venture management | 506.82K | 2.73% | $2.37M |
| 5am venture management | 541.67K | 0.90% | $2.45M |
| Tcg crossover management | 1.67M | 0.37% | $7.56M |
| Frazier life sciences management | 2.08M | 0.28% | $9.41M |
| Pale fire capital se | 363.28K | 0.18% | $1.65M |
| Regeneron pharmaceuticals | 180.91K | 0.12% | $819.52K |
| Soleus capital management | 287.25K | 0.07% | $1.30M |
| Quinn opportunity partners | 41.42K | 0.01% | $187.62K |
| Waverly advisors | 160.99K | 0.01% | $729.29K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Frazier life sciences management | 2.08M | 0.28% | 1.01M |
| Two sigma investments, lp | 88.67K | 0.00% | 69.91K |
| Two sigma advisers, lp | 38.07K | 0.00% | 27.39K |
| Vanguard personalized indexing management | 12.80K | 0.00% | 12.80K |
| Royal bank of canada | 13.46K | - | 10.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | - | - | -1.76M |
| Renaissance | 363.50K | 0.00% | -207.17K |
| Tcg crossover management | 1.67M | 0.37% | -128.31K |
| Blackrock funding, inc. /de | 311.39K | - | -103.09K |
| Goldman sachs group | 402.58K | 0.00% | -94.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard personalized indexing management | 12.80K | 0.00% | 12.80K | $58.01K |
| Physician wealth advisors | 217.00 | 0.00% | 217.00 | $984.00 |
| Srs capital advisors | 19.00 | - | 19.00 | $86.00 |
| Sound income strategies | 1.00 | - | 1.00 | $5.00 |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 47 | -11.32% | 9,820,748 | -23.56% | 46 | 1.25% | 16 | -38.46% | 17 | 6.25% |
| Jun 30, 2025 | 57 | -18.57% | 13,501,908 | -11.69% | 64 | 1.21% | 27 | -6.90% | 19 | -17.39% |
| Mar 31, 2025 | 71 | 2.90% | 15,830,377 | -0.28% | 75 | 1.31% | 29 | -19.44% | 23 | 109.09% |
| Dec 31, 2024 | 1 | - | 506,821 | - | 2 | 41.19% | - | - | - | - |
| Sep 30, 2024 | 1 | -50.00% | 506,821 | -79.85% | 2 | 1.04% | - | - | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin Biotechnology Discv A(acc)USD | 1.14M | 5.45% | - |
| Franklin Biotechnology Discovery A | 624.74K | 3.00% | - |
| Vanguard US Total Market Shares ETF | 586.25K | 2.82% | - |
| Vanguard Total Stock Mkt Idx Inv | 573.71K | 2.73% | -12.54K |
| Fidelity Small Cap Index | 215.28K | 1.03% | -757.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 196.33K | 0.94% | -89.46K |
| iShares Russell 2000 Value ETF | 181.86K | 0.87% | - |
| CREF Stock R1 | 140.59K | 0.68% | -93.24K |
| Vanguard Russell 2000 ETF | 103.78K | 0.50% | 954.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 94.53K | 0.45% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2025 | Soparkar Peter | CHIEF OPERATING OFFICER | Sell | $5.92K |
| May 15, 2025 | Seyedkazemi Setareh | CHIEF DEVELOPMENT OFFICER | Sell | $1.85K |
| May 15, 2025 | Fischer Laurent | CEO, PRESIDENT AND DIRECTOR | Sell | $18.25K |
| Mar 27, 2025 | Leonard Braden Michael | - | Buy | $86.09K |
| Apr 22, 2025 | Leonard Braden Michael | - | Buy | $900.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 3 | 3 |
| 2025 Q1 | 10 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
ADVM Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools