Arrivent Biopharma Inc (AVBP) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Arrivent Biopharma Inc (AVBP) following the 2026 Q2 hedge fund 13F filings?

As of today, AVBP has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.9% for the XLV sector ETF — an outperformance of -4.8%. Since the quarter end (June 30, 2026), AVBP gained -18.4% vs +6.4% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Arrivent Biopharma Inc (AVBP)

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

Smart Money Signals — AVBP

Based on 158 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added AVBP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

158 hedge funds hold AVBP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +63% more funds vs a year ago

fund count last 6Q

+61 new funds entered over the past year (+63% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

111 buying50 selling

Last quarter: 111 funds were net buyers (39 opened a brand new position + 72 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 30 → 35 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 43% new

■ 26% conviction (2yr+) ■ 31% medium ■ 43% new

Of the 158 current holders: 41 (26%) held >2 years, 49 held 1–2 years, and 68 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +69% but shares only +13% — price-driven

Value

+69%

+12%

Last quarter: the total dollar value of institutional holdings rose +69%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

26 → 18 → 30 → 35 → 39 new funds/Q

New funds entering each quarter: 18 → 30 → 35 → 39. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 25% veterans, 48% new entrants

■ 25% veterans ■ 27% 1-2yr ■ 48% new

Of 162 current holders: 41 (25%) held 2+ years, 43 held 1–2 years, 78 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

42 of 156 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	154	138	11.59%
13F Shares	47M	43M	10.27%
Total Value	$1.63B	$980M	66.32%
New Positions	39	35	+4
Increased Positions	70	58	+12
Closed Positions	21	17	+4
Reduced Positions	28	25	+3
Total Calls	4	3	33.33%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.5	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

154

138

11.59%

13F Shares

47M

43M

10.27%

Total Value

$1.63B

$980M

66.32%

New Positions

Increased Positions

+12

Closed Positions

Reduced Positions

Total Calls

33.33%

Total Puts

-33.33%

PUT/CALL Ratio

0.5

1.0

Bullish

Institutional Holders (2026 Q2)

154 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AVBP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	General Catalyst Group Management, LLC	27.55%	1,494,786	$51.9M
2	Hhlr Advisors, LTD.	16.40%	3,929,117	$136.5M
3	Infinitum Asset Management, LLC	15.68%	4,438,384	$154.2M
4	Octagon Capital Advisors LP	6.15%	1,971,054	$68.5M
5	Vivo Capital, LLC	5.34%	1,682,097	$58.4M
6	Acuta Capital Partners, LLC	5.29%	218,694	$7.6M
7	Sofinnova Investments, Inc.	3.05%	1,696,752	$58.9M
8	Novo Holdings A/S	3.03%	1,500,000	$52.1M
9	Montanova Capital, LLC	2.87%	4,515,531	$156.9M
10	KVP Capital Advisors, LP	2.60%	102,000	$3.5M
11	Squadron Capital Management LLC	1.97%	183,000	$6.4M
12	Orbimed Advisors LLC	1.95%	3,027,328	$105.2M
13	HSG Holding Ltd	1.92%	663,308	$23.0M
14	Sectoral Asset Management Inc	1.92%	79,043	$2.7M
15	Foresite Capital Management VI LLC	1.63%	301,341	$10.5M
16	Logos Global Management LP	1.50%	1,000,000	$34.7M
17	Seven Fleet Capital Management LP	1.41%	246,606	$8.6M
18	Moody Aldrich Partners LLC	0.27%	44,044	$1.5M
19	Optimize Financial INC.	0.24%	18,851	$655K
20	Affinity Asset Advisors, LLC	0.20%	125,000	$4.3M
21	Persistent Asset Partners Ltd	0.16%	15,734	$547K
22	Morgan Creek Capital Management, LLC	0.15%	6,600	$229K
23	Sound Capital Solutions LLC	0.15%	18,851	$655K
24	Ellsworth Advisors, LLC	0.15%	27,001	$890K
25	PSP Research LLC	0.13%	7,041	$245K

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 — Arrivent Biopharma Inc (AVBP)

What does the Smart Money Trend signal show for AVBP?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added AVBP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVBP?

More buyers than sellers — 69% buying: Last quarter: 111 funds were net buyers (39 opened a brand new position + 72 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVBP holders?

Strong quality — 31% AUM from major funds: 42 of 156 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVBP?

Mixed — 26% long-term, 43% new: Of the 158 current holders: 41 (26%) held >2 years, 49 held 1–2 years, and 68 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Arrivent Biopharma Inc (AVBP) following the 2026 Q2 hedge fund 13F filings?

As of today, AVBP has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.9% for the XLV sector ETF — an outperformance of -4.8%. Since the quarter end (June 30, 2026), AVBP has gained -18.4% vs +6.4% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Arrivent Biopharma Inc (AVBP)

Smart Money Signals — AVBP

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +63% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~39 new funds per quarter

Mixed — 26% long-term, 43% new

Value +69% but shares only +13% — price-driven

Acceleration phase — new buyers rushing in

Mixed cohorts — 25% veterans, 48% new entrants

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — AVBP

Hedge Fund Ownership: AVBP

Market Analysis: AVBP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVBP

Is It Too Late to Buy Arrivent Biopharma Inc (AVBP) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AVBP

Statistics: AVBP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Arrivent Biopharma Inc (AVBP)

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