Who owns Avalo Therapeutics (AVTX)
Which tracked institutional funds hold AVTX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVTX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVTX is one-sided between 2026-Q1 and 2026-Q2: 77 added or opened and 26 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVTX’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AVTX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVTX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 126 tracked filers holding AVTX, 104 increased or opened the position and 42 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVTX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- Deep Track Capital, LP$67M
- BRAIDWELL LP$30M
- PRICE T ROWE ASSOCIATES INC /MD/$24M
- ALLIANCEBERNSTEIN L.P.$23M
- Trails Edge Capital Partners, LP$16M
- Vestal Point Capital, LP$14M
Full exits 17
- T. Rowe Price Investment Management, Inc.$32M
- MILLENNIUM MANAGEMENT LLC$12M
- ORBIMED ADVISORS LLC$7M
- JENNISON ASSOCIATES LLC$7M
- KENNEDY CAPITAL MANAGEMENT LLC$6M
- DV Trading LLC$5M
Largest adds
- BlackRock, Inc.$76M
- FMR LLC$53M
- STATE STREET CORP$52M
- TCG Crossover Management, LLC$45M
- Caligan Partners LP$34M
- Affinity Asset Advisors, LLC$34M
Largest trims
- RTW INVESTMENTS, LP$10M
- BNP PARIBAS FINANCIAL MARKETS$4M
- Caption Management, LLC$3M
- JPMORGAN CHASE & CO$2M
- Quadrature Capital Ltd$2M
- DEUTSCHE BANK AG\$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 5,100,216 | $94M | 7.2% | 2026-Q2 |
| BlackRock, Inc. added | 4,365,553 | $81M | 6.2% | 2026-Q2 |
| Deep Track Capital, LP added | 3,610,000 | $67M | 5.1% | 2026-Q2 |
| Caligan Partners LP added | 3,163,866 | $58M | 4.5% | 2026-Q2 |
| TCG Crossover Management, LLC added | 3,017,120 | $56M | 4.3% | 2026-Q2 |
| Affinity Asset Advisors, LLC added | 2,900,000 | $54M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 2,889,287 | $53M | 4.1% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. added | 2,498,000 | $46M | 3.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,387,026 | $44M | 3.4% | 2026-Q2 |
| Avoro Capital Advisors LLC added | 2,333,333 | $43M | 3.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,264,246 | $42M | 3.2% | 2026-Q2 |
| BVF INC/IL added | 2,075,545 | $38M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,913,829 | $35M | 2.7% | 2026-Q2 |
| Nantahala Capital Management, LLC added | 1,862,250 | $34M | 2.6% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,729,000 | $32M | 2.4% | 2026-Q2 |
| Soleus Capital Management, L.P. added | 1,654,978 | $31M | 2.3% | 2026-Q2 |
| BRAIDWELL LP new | 1,629,182 | $30M | 2.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 1,311,715 | $24M | 1.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 1,260,689 | $23M | 1.8% | 2026-Q2 |
| UBS Group AG added | 1,209,059 | $22M | 1.7% | 2026-Q2 |
| Logos Global Management LP added | 1,150,000 | $21M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,105,118 | $20M | 1.6% | 2026-Q2 |
| Commodore Capital LP added | 1,018,319 | $19M | 1.4% | 2026-Q2 |
| RA CAPITAL MANAGEMENT, L.P. added | 1,000,000 | $18M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 946,320 | $17M | 1.3% | 2026-Q2 |
| Trails Edge Capital Partners, LP new | 891,881 | $16M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 891,405 | $16M | 1.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 861,711 | $16M | 1.2% | 2026-Q2 |
| Vestal Point Capital, LP new | 775,000 | $14M | 1.1% | 2026-Q2 |
| Seven Fleet Capital Management LP added | 770,765 | $14M | 1.1% | 2026-Q2 |
| Parkman Healthcare Partners LLC new | 766,290 | $14M | 1.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 702,051 | $13M | 1.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 589,245 | $11M | 0.8% | 2026-Q2 |
| BAKER BROS. ADVISORS LP new | 550,000 | $10M | 0.8% | 2026-Q2 |
| SILVERARC CAPITAL MANAGEMENT, LLC trimmed | 500,402 | $9M | 0.7% | 2026-Q2 |
| Davern Capital Partners, LP new | 468,666 | $9M | 0.7% | 2026-Q2 |
| Pivotal bioVenture Partners Investment Advisor LLC added | 434,033 | $8M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 404,191 | $7M | 0.6% | 2026-Q2 |
| Boxer Capital Management, LLC added | 375,000 | $7M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 357,200 | $7M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 344,521 | $6M | 0.5% | 2026-Q2 |
| DV EQUITIES, LLC new | 332,213 | $6M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 324,808 | $6M | 0.5% | 2026-Q2 |
| Velan Capital Investment Management LP added | 324,452 | $6M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 323,833 | $6M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 310,008 | $6M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 284,702 | $5M | 0.4% | 2026-Q2 |
| Vivo Capital, LLC new | 275,000 | $5M | 0.4% | 2026-Q2 |
| Eagle Health Investments LP new | 235,093 | $4M | 0.3% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. new | 232,294 | $4M | 0.3% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC added | 219,813 | $4M | 0.3% | 2026-Q2 |
| Caption Management, LLC trimmed | 210,000 | $4M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 201,902 | $4M | 0.3% | 2026-Q2 |
| NAN FUNG TRINITY (HK) LTD | 189,000 | $3M | 0.3% | 2026-Q2 |
| ACUTA CAPITAL PARTNERS, LLC added | 186,308 | $3M | 0.3% | 2026-Q2 |
| Walleye Capital LLC added | 185,613 | $3M | 0.3% | 2026-Q2 |
| RTW INVESTMENTS, LP trimmed | 175,000 | $3M | 0.2% | 2026-Q2 |
| Ally Bridge Group (NY) LLC trimmed | 150,000 | $3M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 137,475 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 134,087 | $2M | 0.2% | 2026-Q2 |
| CenterBook Partners LP new | 132,869 | $2M | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 128,075 | $2M | 0.2% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 125,582 | $2M | 0.2% | 2026-Q2 |
| HighVista Strategies LLC added | 122,610 | $2M | 0.2% | 2026-Q2 |
| Aberdeen Group plc trimmed | 122,169 | $2M | 0.2% | 2026-Q2 |
| SECTORAL ASSET MANAGEMENT INC new | 119,923 | $2M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 105,261 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 102,653 | $2M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 100,633 | $2M | 0.1% | 2026-Q2 |
| Ikarian Capital, LLC added | 90,183 | $2M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 77,474 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 69,014 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 67,094 | $1M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 56,411 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 53,799 | $994K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 53,290 | $985K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 52,583 | $972K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 41,166 | $761K | 0.1% | 2026-Q2 |
| Verition Fund Management LLC new | 38,240 | $707K | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 38,158 | $707K | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 36,876 | $681K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 36,576 | $676K | 0.1% | 2026-Q2 |
| Verdad Advisers, LP new | 32,827 | $607K | 0.0% | 2026-Q2 |
| PROFUND ADVISORS LLC new | 28,309 | $523K | 0.0% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 28,280 | $523K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,227 | $503K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 25,712 | $480K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd added | 24,544 | $454K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC new | 24,499 | $453K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,539 | $417K | 0.0% | 2026-Q2 |
| Invesco Ltd. new | 22,226 | $411K | 0.0% | 2026-Q2 |
| Virtus Investment Advisers, LLC new | 22,168 | $410K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 20,010 | $370K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 18,145 | $350K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 17,931 | $331K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 17,811 | $329K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 16,495 | $305K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 15,405 | $285K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 14,700 | $272K | 0.0% | 2026-Q2 |
| Jain Global LLC trimmed | 12,686 | $234K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.