Adverum Biotechnologies, Inc. - Common Stock, $0.0001 par value per share (ADVM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
ADVM
Shares outstanding
22,107,985
Price per share
$4.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,489,024
Total reported value
$52,045,719
% of total 13F portfolios
0%
Share change
+15,173
Value change
+$676,166
Number of holders
47
Price from insider filings
$4.36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Adverum Biotechnologies, Inc. - Common Stock, $0.0001 par value per share (ADVM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Rush Ryan Bradford 5.1% $3,601,500 1,050,000 Rush Ryan Bradford 17 Dec 2024
BlackRock, Inc. 2% $1,380,235 414,485 BlackRock, Inc. 30 Jun 2025

As of 30 Sep 2025, 47 institutional investors reported holding 11,489,024 shares of Adverum Biotechnologies, Inc. - Common Stock, $0.0001 par value per share (ADVM). This represents 52% of the company’s total 22,107,985 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Adverum Biotechnologies, Inc. - Common Stock, $0.0001 par value per share (ADVM) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BML Capital Management, LLC 14% 3,057,526 0% 13% $13,850,593
Frazier Life Sciences Management, L.P. 9.4% 2,077,431 +94% 0.28% $9,410,762
TCG Crossover Management, LLC 7.5% 1,668,174 -7.1% 0.37% $7,556,828
VANGUARD GROUP INC 3.9% 872,041 -1.3% 0% $3,950,346
5AM Venture Management, LLC 2.5% 541,666 0% 0.9% $2,453,747
GOLDMAN SACHS GROUP INC 1.8% 402,581 -19% 0% $1,823,692
RENAISSANCE TECHNOLOGIES LLC 1.6% 363,496 -36% 0% $1,646,637
Pale Fire Capital SE 1.6% 363,282 +1.3% 0.18% $1,645,667
MILLENNIUM MANAGEMENT LLC 1.5% 324,422 -5.2% 0% $1,469,632
BlackRock, Inc. 1.4% 311,394 -25% 0% $1,410,615
Soleus Capital Management, L.P. 1.3% 287,246 0% 0.07% $1,301,224
DIMENSIONAL FUND ADVISORS LP 1.1% 234,541 -18% 0% $1,062,536
GEODE CAPITAL MANAGEMENT, LLC 0.84% 184,762 0% 0% $837,316
REGENERON PHARMACEUTICALS, INC. 0.82% 180,909 0% 0.12% $819,518
Waverly Advisors, LLC 0.73% 160,991 +0.26% 0.01% $729,289
TWO SIGMA INVESTMENTS, LP 0.4% 88,670 +373% 0% $401,675
STATE STREET CORP 0.31% 68,734 -0.13% 0% $311,365
Quinn Opportunity Partners LLC 0.19% 41,418 0% 0.01% $187,624
TWO SIGMA ADVISERS, LP 0.17% 38,071 +256% 0% $172,462
MARSHALL WACE, LLP 0.13% 28,367 -43% 0% $128,503
NORTHERN TRUST CORP 0.13% 28,058 -18% 0% $127,103
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% 26,255 -56% 0% $118,935
Qube Research & Technologies Ltd 0.1% 21,730 -29% 0% $98,437
MORGAN STANLEY 0.08% 17,555 -67% 0% $79,525
CITADEL ADVISORS LLC 0.08% 17,267 -78% 0% $78,220

Institutional Holders of Adverum Biotechnologies, Inc. - Common Stock, $0.0001 par value per share (ADVM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$5 $4.36 0
2025 Q3 11,489,024 $52,045,719 +$676,166 $4.53 47
2025 Q2 13,503,213 $29,035,276 -$10,108,074 $2.15 57
2025 Q1 15,830,355 $67,598,695 +$2,134,877 $4.37 69
2024 Q4 15,367,331 $71,762,977 -$19,025,184 $4.67 66
2024 Q3 16,433,840 $116,615,990 +$7,083,278 $7.02 74
2024 Q2 14,520,480 $99,630,734 +$7,101,710 $6.86 66
2024 Q1 13,167,539 $186,192,457 +$178,245,287 $14.14 56