ADVM — ADVERUM BIOTECHNOLOGIES INC
Reported value held$21.46M
Funds holding (latest)30
Sector—
ADVM (ADVERUM BIOTECHNOLOGIES INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 30 funds have reported positions historically, with the sum of their latest reported stakes valued at $21.46M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 872.04K | $3.95M | 0.00% | Reduce |
| Goldman Sachs Group history | 402.58K | $1.82M | 0.00% | Reduce |
| Renaissance Technologies history | 363.50K | $1.65M | 0.00% | Reduce |
| Millennium Management history | 324.42K | $1.47M | 0.00% | Reduce |
| BlackRock Inc history | 311.39K | $1.41M | 0.00% | Reduce |
| Geode Capital Management history | 184.76K | $837.32K | 0.00% | Hold |
| Two Sigma Investments history | 88.67K | $401.68K | 0.00% | Add |
| Citadel Advisors history | 41.37K | $187.39K | 0.00% | Reduce |
| Marshall Wace history | 28.37K | $128.50K | 0.00% | Reduce |
| Northern Trust Corp history | 28.06K | $127.10K | 0.00% | Reduce |
| Morgan Stanley history | 17.55K | $79.53K | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.15K | $77.70K | 0.00% | Reduce |
| UBS Group AG history | 5.58K | $25.30K | 0.00% | Reduce |
| Bank of America Corp history | 3.61K | $16.37K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.93K | $8.76K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 182 | $824 | 0.00% | New |
| Wells Fargo & Co history | 30 | $136 | 0.00% | Reduce |
| Deutsche Bank AG history | 1 | $5 | 0.00% | Hold |
Q2 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 883.94K | $1.90M | 0.00% | Reduce |
| Renaissance Technologies history | 570.67K | $1.23M | 0.00% | Add |
| Goldman Sachs Group history | 497.29K | $1.07M | 0.00% | Add |
| BlackRock Inc history | 414.49K | $891.14K | 0.00% | Reduce |
| Millennium Management history | 342.34K | $736.03K | 0.00% | New |
| Geode Capital Management history | 184.76K | $397.39K | 0.00% | Reduce |
| Citadel Advisors history | 78.27K | $168.28K | 0.00% | Add |
| Morgan Stanley history | 52.94K | $113.81K | 0.00% | Reduce |
| Marshall Wace history | 49.63K | $106.70K | 0.00% | New |
| Bank of America Corp history | 41.27K | $88.72K | 0.00% | Reduce |
| Northern Trust Corp history | 34.39K | $73.94K | 0.00% | Reduce |
| D. E. Shaw & Co history | 26.75K | $57.52K | 0.00% | Reduce |
| Two Sigma Investments history | 18.76K | $40.33K | 0.00% | New |
| UBS Group AG history | 14.17K | $30.47K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.32K | $5.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 214 | $461 | 0.00% | Reduce |
| Deutsche Bank AG history | 1 | $2 | 0.00% | Hold |
Q1 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.76M | $7.69M | 0.00% | Hold |
| BlackRock Inc history | 1.43M | $6.24M | 0.00% | Reduce |
| Vanguard Group history | 1.03M | $4.50M | 0.00% | Hold |
| Goldman Sachs Group history | 460.83K | $2.01M | 0.00% | Reduce |
| Geode Capital Management history | 451.26K | $1.97M | 0.00% | Add |
| Renaissance Technologies history | 159.57K | $697.32K | 0.00% | Add |
| Northern Trust Corp history | 150.37K | $657.13K | 0.00% | Reduce |
| Morgan Stanley history | 68.72K | $300.30K | 0.00% | Reduce |
| UBS Group AG history | 57.55K | $251.49K | 0.00% | Add |
| Bank of America Corp history | 51.22K | $223.84K | 0.00% | Add |
| Invesco Ltd history | 49.83K | $217.76K | 0.00% | New |
| BNY Mellon history | 49.32K | $215.54K | 0.00% | Add |
| Charles Schwab Investment Management history | 49.02K | $214.24K | 0.00% | Reduce |
| AQR Capital Management history | 33.82K | $147.81K | 0.00% | New |
| D. E. Shaw & Co history | 26.94K | $117.75K | 0.00% | Reduce |
| Citigroup Inc history | 14.75K | $64.47K | 0.00% | Reduce |
| Citadel Advisors history | 13.70K | $59.87K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13.47K | $58.86K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.53K | $54.76K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.20K | $44.56K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.80K | $7.85K | 0.00% | Hold |
| Deutsche Bank AG history | 1 | $4 | 0.00% | Hold |
Q4 2024 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.76M | $8.22M | 0.00% | Hold |
| BlackRock Inc history | 1.49M | $6.94M | 0.00% | Hold |
| Vanguard Group history | 1.03M | $4.82M | 0.00% | Hold |
| Goldman Sachs Group history | 500.71K | $2.34M | 0.00% | Add |
| Geode Capital Management history | 442.49K | $2.07M | 0.00% | Add |
| Citadel Advisors history | 168.87K | $788.63K | 0.00% | Add |
| Northern Trust Corp history | 152.58K | $712.53K | 0.00% | Reduce |
| Renaissance Technologies history | 129.60K | $605.25K | 0.00% | Add |
| Morgan Stanley history | 114.79K | $536.06K | 0.00% | Add |
| Marshall Wace history | 98.03K | $457.79K | 0.00% | Add |
| Charles Schwab Investment Management history | 59.73K | $278.96K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 57.90K | $270.41K | 0.00% | Reduce |
| BNY Mellon history | 48.34K | $225.72K | 0.00% | Hold |
| D. E. Shaw & Co history | 47.61K | $222.36K | 0.00% | New |
| UBS Group AG history | 47.60K | $222.27K | 0.00% | Add |
| Bank of America Corp history | 43.58K | $203.50K | 0.00% | Add |
| Millennium Management history | 42.85K | $200.09K | 0.00% | Add |
| JPMorgan Chase & Co history | 30.66K | $143.20K | 0.00% | Add |
| Citigroup Inc history | 19.99K | $93.34K | 0.00% | Add |
| Wells Fargo & Co history | 12.24K | $57.16K | 0.00% | Add |
| Legal & General Investment Management America history | 1.80K | $8.39K | 0.00% | Hold |
| Deutsche Bank AG history | 1 | $5 | 0.00% | Hold |
| Lazard Asset Management history | 17 | $0 | — | Hold |
Q3 2024 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.76M | $13.61M | 0.00% | Hold |
| BlackRock Inc history | 1.49M | $10.46M | 0.00% | New |
| Vanguard Group history | 1.03M | $7.21M | 0.00% | Add |
| Geode Capital Management history | 439.06K | $3.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 424.09K | $2.98M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 234.72K | $1.65M | 0.00% | Reduce |
| Northern Trust Corp history | 155.00K | $1.09M | 0.00% | Add |
| Morgan Stanley history | 89.18K | $626.06K | 0.00% | Reduce |
| AQR Capital Management history | 59.97K | $420.99K | 0.00% | New |
| Charles Schwab Investment Management history | 59.73K | $419.33K | 0.00% | Hold |
| Citadel Advisors history | 52.73K | $370.19K | 0.00% | Reduce |
| BNY Mellon history | 48.34K | $339.31K | 0.00% | Reduce |
| Marshall Wace history | 42.90K | $301.14K | 0.00% | Reduce |
| Bank of America Corp history | 37.48K | $263.12K | 0.00% | Reduce |
| Renaissance Technologies history | 37.07K | $260.25K | 0.00% | Reduce |
| Millennium Management history | 29.24K | $205.26K | 0.00% | Reduce |
| Two Sigma Investments history | 27.50K | $193.04K | 0.00% | Reduce |
| Citigroup Inc history | 15.15K | $106.34K | 0.00% | Add |
| UBS Group AG history | 12.41K | $87.10K | 0.00% | Add |
| Wells Fargo & Co history | 9.58K | $67.26K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.39K | $65.92K | 0.00% | Add |
| Legal & General Investment Management America history | 1.80K | $12.62K | 0.00% | Hold |
| Deutsche Bank AG history | 1 | $7 | 0.00% | Reduce |
| Lazard Asset Management history | 17 | $0 | — | Reduce |
Q2 2024 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.76M | $12.07M | 0.00% | Add |
| Vanguard Group history | 1.01M | $6.92M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 637.51K | $4.37M | 0.00% | Reduce |
| Geode Capital Management history | 455.79K | $3.13M | 0.00% | Add |
| Goldman Sachs Group history | 396.93K | $2.72M | 0.00% | New |
| Marshall Wace history | 204.62K | $1.40M | 0.00% | Add |
| Bank of America Corp history | 176.10K | $1.21M | 0.00% | Add |
| Citadel Advisors history | 152.92K | $1.05M | 0.00% | New |
| Renaissance Technologies history | 136.26K | $934.72K | 0.00% | Add |
| Morgan Stanley history | 129.26K | $886.72K | 0.00% | Reduce |
| Two Sigma Investments history | 77.34K | $530.59K | 0.00% | Add |
| Millennium Management history | 69.41K | $476.16K | 0.00% | Reduce |
| BNY Mellon history | 64.58K | $443.05K | 0.00% | New |
| Charles Schwab Investment Management history | 59.73K | $409.77K | 0.00% | Add |
| Northern Trust Corp history | 47.16K | $323.54K | 0.00% | Add |
| Wells Fargo & Co history | 9.14K | $62.70K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.90K | $61.08K | 0.00% | Add |
| UBS Group AG history | 6.36K | $43.62K | 0.00% | Add |
| Citigroup Inc history | 4.67K | $32.03K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.80K | $12.33K | 0.00% | New |
| Deutsche Bank AG history | 2 | $14 | 0.00% | Hold |
| Lazard Asset Management history | 46 | $0 | — | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 872.04K | 883.94K | 1.03M | 1.03M | 1.03M | 1.01M | 907.15K | 4.19M | 4.19M | 4.06M | 4.14M | 4.00M | 4.00M | 4.16M | 3.54M | 4.24M | 4.38M | 4.35M | 4.58M |
| Goldman Sachs Group | 402.58K | 497.29K | 460.83K | 500.71K | 424.09K | 396.93K | — | 4.55M | 4.56M | 4.56M | 4.56M | — | 124.45K | 214.17K | 264.27K | 484.88K | 884.70K | — | — |
| Renaissance Technologies | 363.50K | 570.67K | 159.57K | 129.60K | 37.07K | 136.26K | 133.09K | 1.88M | 1.33M | 1.22M | 1.14M | 1.07M | 1.12M | 1.09M | 396.44K | 640.18K | 1.11M | — | — |
| Millennium Management | 324.42K | 342.34K | — | 42.85K | 29.24K | 69.41K | 248.64K | 297.94K | 139.15K | 112.33K | 220.99K | 361.10K | 863.42K | 1.04M | — | 23.12K | 774.85K | — | — |
| BlackRock Inc | 311.39K | 414.49K | 1.43M | 1.49M | 1.49M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 184.76K | 184.76K | 451.26K | 442.49K | 439.06K | 455.79K | 193.52K | 864.21K | 864.21K | 887.05K | 787.90K | 772.15K | 755.59K | 753.00K | 1.43M | 1.58M | 1.53M | — | — |
| Two Sigma Investments | 88.67K | 18.76K | — | — | 27.50K | 77.34K | 11.84K | 446.40K | 518.03K | 485.34K | 621.12K | 707.65K | 1.05M | 1.16M | 1.57M | 1.77M | 1.87M | — | — |
| Citadel Advisors | 41.37K | 78.27K | 13.70K | 168.87K | 52.73K | 152.92K | — | 36.91K | 15.90K | — | 25.02K | 85.62K | 60.34K | 84.48K | 217.17K | 695.48K | 622.52K | — | — |
| Marshall Wace | 28.37K | 49.63K | — | 98.03K | 42.90K | 204.62K | 133.85K | — | 237.33K | — | — | 341.40K | 505.74K | — | — | 206.02K | — | — | — |
| Northern Trust Corp | 28.06K | 34.39K | 150.37K | 152.58K | 155.00K | 47.16K | 36.74K | 180.35K | 180.35K | 181.00K | 181.55K | 182.18K | 166.29K | 162.92K | 758.58K | 790.40K | 877.14K | — | — |
| Morgan Stanley | 17.55K | 52.94K | 68.72K | 114.79K | 89.18K | 129.26K | 562.03K | 5.15M | 6.98M | 6.97M | 6.96M | 7.14M | 7.17M | 7.37M | 357.32K | 491.49K | 1.46M | — | — |
| D. E. Shaw & Co | 17.15K | 26.75K | 26.94K | 47.61K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 5.58K | 14.17K | 57.55K | 47.60K | 12.41K | 6.36K | 932 | 815 | 800 | 6.29K | 14.98K | 800 | 800 | 800 | 1.05K | 2.13M | 3.14M | — | — |
| Bank of America Corp | 3.61K | 41.27K | 51.22K | 43.58K | 37.48K | 176.10K | 165.50K | 4.30M | 4.77M | 5.59M | 5.59M | 5.59M | 10.05K | 4.00K | 30.89K | 351.66K | 214.93K | — | — |
| Fidelity Management & Research (FMR) | 1.93K | 2.32K | 13.47K | 57.90K | 234.72K | 637.51K | 900.53K | 6.12M | 6.69M | 7.76M | 7.77M | 7.77M | 10.87M | 10.87M | 10.87M | 1.17K | 1.17K | — | — |
| JPMorgan Chase & Co | 182 | — | 10.20K | 30.66K | 9.39K | 8.90K | 38 | 405 | 405 | 1.83K | 1.21M | 1.21M | 1.21M | 1.63M | 1.69M | 2.06M | 2.27M | — | — |
| Wells Fargo & Co | 30 | 214 | 12.53K | 12.24K | 9.58K | 9.14K | 142 | 976 | 1.94K | 674 | 641 | 632 | 610 | 753 | 8.99K | 39.36K | 55 | — | — |
| Deutsche Bank AG | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 18 | — | 18 | 18 | 18 | 18 | 18 | 47.18K | 52.78K | 49.99K | — | — |
| AQR Capital Management | — | — | 33.82K | — | 59.97K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | 14.20K | — | — | — | — | — | 32.73K | 23.62K | — | — | — | — | — |