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HomeStocksAVTXInstitutional Holders

AVTX logoAvalo Therapeutics, Inc. (AVTX) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+85.74 pp), with a relatively well-distributed shareholder base.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
164.4%$1.3B total value · ▲ +85.74 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
68 / 100Bullish
Institutions & Flow128 holders+27 net flow (+53 / -26)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+27)
  • Point72 Asset Management, L.p. maintains a significant position
  • Top 10 holders control 45.9% of institutional value
  • No Insider Signal

Top Institutional Holders of AVTX

Ranked by reported Q2 2026 13F market value

Top 10 Holders
45.9%
Top 25 Holders
76.7%

Share of total reported institutional value in AVTX held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1FMR LLC5.1M$94.3M+77.1%11.697%0.00%
2BlackRock, Inc.4.4M$80.7M+1234.7%10.012%0.00%
3Deep Track Capital, LP3.6M$66.7M—8.279%0.97%
4

Quarterly Institutional Activity

Filings activity in AVTX during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers53Added To57Trimmed17Exited26

New Buyers

53

Institutions that opened a new AVTX position in Q2 2026

  • Deep Track Capital, LP

AVTX Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026128+27%164.37%+85.74 pp$1.30B+172%
Q1 2026101+19%78.63%+31.88 pp$479M+29%
Q4 202585+29%46.75%+11.27 pp$370M+88%
Q3 202566+83%35.48%+17.49 pp$197M+402%
Q2 202536+2.9%17.99%0.94 pp$39M41%
Q1 202535+2.9%

AVTX — Frequently Asked Questions

Quick answers to the most common questions about buying AVTX stock.

What percentage of AVTX is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Avalo Therapeutics, Inc. stands at 164.4%, held across 128 reporting institutions.

Who is the largest institutional holder of AVTX?

FMR LLC is the largest reported institutional holder of AVTX, with approximately 5,100,216 shares worth $0.09B as of Q2 2026.

Is AVTX a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AVTX, including Point72 Asset Management, L.P..

What is AVTX's Smart Money Score?

Our composite Smart Money Score for AVTX is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought AVTX this quarter?

53 institutions opened new positions in AVTX during Q2 2026, while 26 fully exited. 57 added to existing positions and 17 trimmed.

Caligan Partners LP
3.2M
$58.5M
+93.5%
7.256%
2.75%
5TCG Crossover Management, LLC3.0M$55.8M+308.6%6.920%1.34%
6Affinity Asset Advisors, LLC2.9M$53.6M+116.3%6.651%2.42%
7STATE STREET CORP2.9M$53.4M+3932.3%6.627%0.00%
8FARALLON CAPITAL MANAGEMENT, L.L.C.2.5M$46.2M+172.7%5.729%0.21%
9Point72 Asset Management, L.P.2.4M$44.1M+160.5%5.475%0.05%
10Avoro Capital Advisors LLC2.3M$43.1M+65.5%5.351%0.39%
11VANGUARD CAPITAL MANAGEMENT LLC2.3M$41.8M+214.6%5.193%0.00%
12BVF INC/IL2.1M$38.4M+27.1%4.760%0.98%
13BANK OF AMERICA CORP /DE/1.9M$35.4M+197.6%4.389%0.00%
14Nantahala Capital Management, LLC1.9M$34.4M+50.8%4.271%0.57%
15ADAGE CAPITAL PARTNERS GP, L.L.C.1.7M$32.0M+102.5%3.965%0.04%
16Soleus Capital Management, L.P.1.7M$30.6M+274.4%3.796%1.05%
17BRAIDWELL LP1.6M$30.1M—3.737%1.11%
18ALLIANCEBERNSTEIN L.P.1.3M$23.3M—2.891%0.01%
19UBS Group AG1.2M$22.3M+5.9%2.773%0.00%
20Logos Global Management LP1.1M$21.3M-11.5%2.637%0.91%
21GEODE CAPITAL MANAGEMENT, LLC1.1M$20.4M+550.5%2.535%0.00%
22Commodore Capital LP1.0M$18.8M+110.8%2.336%1.12%
23RA CAPITAL MANAGEMENT, L.P.1.0M$18.5M+50.8%2.293%0.16%
24GOLDMAN SACHS GROUP INC946K$17.5M+1474.4%2.170%0.00%
25Trails Edge Capital Partners, LP892K$16.5M—2.046%2.62%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AVTX — a direct measure of their conviction.

$66.7M
  • BRAIDWELL LP$30.1M
  • ALLIANCEBERNSTEIN L.P.$23.3M
  • Trails Edge Capital Partners, LP$16.5M
  • Vestal Point Capital, LP$14.3M
  • Parkman Healthcare Partners LLC$14.2M
  • BAKER BROS. ADVISORS LP$10.2M
  • SILVERARC CAPITAL MANAGEMENT, LLC$9.2M
  • Davern Capital Partners, LP$8.7M
  • FRANKLIN RESOURCES INC$7.5M
  • Schonfeld Strategic Advisors LLC$5.7M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$5.3M
  • Exited Positions

    26

    Institutions that fully closed their AVTX position in Q2 2026

    • MILLENNIUM MANAGEMENT LLC$12.5M
    • ORBIMED ADVISORS LLC$7.1M
    • JENNISON ASSOCIATES LLC$7.0M
    • KENNEDY CAPITAL MANAGEMENT LLC$5.8M
    • DV Trading LLC$5.4M
    • Qube Research & Technologies Ltd$2.6M
    • Hudson Bay Capital Management LP$2.4M
    • Exome Asset Management LLC$2.4M
    • STEMPOINT CAPITAL LP$2.0M
    • MARSHALL WACE, LLP$1.9M
    • GREAT POINT PARTNERS LLC$1.9M
    • Rosalind Advisors, Inc.$1.1M
    18.93%
    +1.66 pp
    $66M
    +19%
    Q4 202434+13%17.27%+2.00 pp$56M12%
    Q3 202430—15.27%—$63M—

    Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

    How is institutional ownership of AVTX changing?

    AVTX institutional ownership rose by 85.74 percentage points quarter-over-quarter, with a net change of +27 holders.

    How concentrated is AVTX ownership among the top holders?

    The top 10 institutions account for 45.9% of all reported 13F value in AVTX, and the top 25 account for 76.7%.

    Where does this AVTX institutional ownership data come from?

    All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

    AVTXAvalo Therapeutics, Inc.
    $6.93$382M
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