Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ADVERUM BIOTECHNOLOGIES INC (ADVM)

0 + Investors. Track Smart Money conviction in ADVM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
26%

Smart Money Signals — ADVM

Based on 49 hedge funds · latest filing: 2025 Q3 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ADVM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 65% of 3.0Y high

65% of all-time peak
Only 49 funds hold ADVM today versus a peak of 75 funds at 2024 Q3 — just 65% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 35% fewer funds vs a year ago

fund count last 6Q
26 fewer hedge funds hold ADVM compared to a year ago (-35% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 26% buying

13 buying37 selling
Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 13 → 17 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
💰

Price up while funds trimmed (+111% value, -14% shares)

Value
+110%
Shares
-14%
Last quarter: total value of institutional ADVM holdings rose +111% even though funds reduced share count by 14%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~6 new funds/quarter

21 → 6 → 13 → 17 → 6 new funds/Q
New funds entering each quarter: 6 → 13 → 17 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ADVM

How many hedge funds hold ADVM — quarterly history vs. share price
Quarterly hedge fund ownership of ADVM vs. share price

Market Analysis: ADVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADVM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: ADVM
2026 Q1 Stats Unlock in 22 days 0 + Investors

Track Smart Money conviction in ADVM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 51 -100.0%
13F Shares 0 12M -100.0%
Total Value $0 $13.89B -100.0%
New Positions 0 6 -6
Increased Positions 0 7 -7
Closed Positions 51 15 +36
Reduced Positions 0 24 -24
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: ADVM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADVM. Verified SEC 13F-HR filings.

Top 25 institutional holders of ADVM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BML Capital Management, LLC 12.68% 3,057,526 $13.85B
2 Versant Venture Management, LLC 1.08% 506,821 $2.3M
3 5AM Venture Management, LLC 0.90% 541,666 $2.5M
4 TCG Crossover Management, LLC 0.37% 1,668,174 $7.6M
5 Frazier Life Sciences Management, L.P. 0.28% 2,077,431 $9.4M
6 Pale Fire Capital SE 0.18% 363,282 $1.6M
7 REGENERON PHARMACEUTICALS, INC. 0.12% 180,909 $820K
8 Soleus Capital Management, L.P. 0.07% 287,246 $1.3M
9 Quinn Opportunity Partners LLC 0.01% 41,418 $188K
10 Waverly Advisors, LLC 0.01% 160,991 $729K
11 nVerses Capital, LLC 0.01% 1,600 $11K
12 XTX Topco Ltd 0.00% 12,655 $57K
13 RENAISSANCE TECHNOLOGIES LLC 0.00% 363,496 $1.6M
14 MILLENNIUM MANAGEMENT LLC 0.00% 324,422 $1.5M
15 TWO SIGMA INVESTMENTS, LP 0.00% 88,670 $402K
16 Vanguard Personalized Indexing Management, LLC 0.00% 12,805 $58K
17 TWO SIGMA ADVISERS, LP 0.00% 38,071 $172K
18 DIMENSIONAL FUND ADVISORS LP 0.00% 234,541 $1.1M
19 GOLDMAN SACHS GROUP INC 0.00% 402,581 $1.8M
20 Physician Wealth Advisors, Inc. 0.00% 217 —
21 MARSHALL WACE, LLP 0.00% 28,367 $129K
22 Qube Research & Technologies Ltd 0.00% 21,730 $98K
23 VANGUARD GROUP INC 0.00% 872,041 $4.0M
24 GEODE CAPITAL MANAGEMENT, LLC 0.00% 184,762 $837K
25 Squarepoint Ops LLC 0.00% 11,271 $51K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ADVERUM BIOTECHNOLOGIES INC (ADVM)

What does the Smart Money Trend signal show for ADVM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ADVM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ADVM?

Heavy selling pressure — only 26% buying: Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.