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Institutional Ownership · SEC Form 13F

Who owns Avalo Therapeutics, Inc. (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

98
Institutional holders
31M
Shares held (tracked funds)

How the tape is positioned

40 tracked funds added or opened AVTX while 43 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2025-Q4 and 2026-Q1, across 97 tracked filers holding AVTX, 63 increased or opened the position and 40 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 19

  • T. Rowe Price Investment Management, Inc.$32M
  • Avoro Capital Advisors LLC$21M
  • FARALLON CAPITAL MANAGEMENT LLC$14M
  • RTW INVESTMENTS, LP$13M
  • VANGUARD CAPITAL MANAGEMENT LLC$11M
  • KENNEDY CAPITAL MANAGEMENT LLC$6M

Full exits 15

  • VANGUARD GROUP INC$15M
  • SILVERARC CAPITAL MANAGEMENT, LLC$10M
  • Patient Square Capital LP$6M
  • Jain Global LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • SummitTX Capital, L.P.$4M

Largest adds

  • FMR LLC$37M
  • Caligan Partners LP$8M
  • UBS Group AG$8M
  • Seven Fleet Capital Management LP$7M
  • Caption Management, LLC$6M
  • BALYASNY ASSET MANAGEMENT L.P.$3M

Largest trims

  • ORBIMED ADVISORS LLC$14M
  • MARSHALL WACE, LLP$7M
  • CITADEL ADVISORS LLC$5M
  • Nantahala Capital Management, LLC$4M
  • MORGAN STANLEY$2M
  • RA CAPITAL MANAGEMENT, L.P.$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
FMR LLC added2,758,540$41M7.9%2026-Q1
T. Rowe Price Investment Management, Inc. new2,162,684$32M6.2%2026-Q1
Caligan Partners LP added1,635,023$24M4.7%2026-Q1
BVF INC/IL added1,632,845$24M4.7%2026-Q1
Avoro Capital Advisors LLC new1,410,000$21M4.0%2026-Q1
Affinity Asset Advisors, LLC added1,340,840$20M3.8%2026-Q1
Nantahala Capital Management, LLC1,235,000$18M3.5%2026-Q1
UBS Group AG added1,141,980$17M3.3%2026-Q1
Point72 Asset Management, L.P. added916,142$14M2.6%2026-Q1
FARALLON CAPITAL MANAGEMENT LLC new916,000$14M2.6%2026-Q1
RTW INVESTMENTS, LP new856,962$13M2.4%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added854,000$13M2.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added835,484$12M2.4%2026-Q1
TCG Crossover Management, LLC added738,383$11M2.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added731,586$11M2.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new719,694$11M2.1%2026-Q1
RA CAPITAL MANAGEMENT, L.P.662,968$10M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ added643,000$10M1.8%2026-Q1
Commodore Capital LP483,000$7M1.4%2026-Q1
ORBIMED ADVISORS LLC trimmed475,165$7M1.4%2026-Q1
JENNISON ASSOCIATES LLC trimmed470,775$7M1.3%2026-Q1
Caption Management, LLC added455,000$7M1.3%2026-Q1
Soleus Capital Management, L.P.441,978$7M1.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added422,781$6M1.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC new387,982$6M1.1%2026-Q1
DV Trading LLC new360,064$5M1.0%2026-Q1
BlackRock, Inc. added327,082$5M0.9%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added324,258$5M0.9%2026-Q1
Logos Global Management LP trimmed300,000$4M0.9%2026-Q1
Boxer Capital Management, LLC added300,000$4M0.9%2026-Q1
Pivotal bioVenture Partners Investment Advisor LLC new295,933$4M0.8%2026-Q1
Seven Fleet Capital Management LP added213,819$3M0.6%2026-Q1
CITADEL ADVISORS LLC trimmed193,735$3M0.6%2026-Q1
NAN FUNG TRINITY (HK) LTD189,000$3M0.5%2026-Q1
Velan Capital Investment Management LP trimmed185,122$3M0.5%2026-Q1
JPMORGAN CHASE & CO added194,391$3M0.5%2026-Q1
Qube Research & Technologies Ltd added174,506$3M0.5%2026-Q1
JANE STREET GROUP, LLC trimmed173,320$3M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed172,149$3M0.5%2026-Q1
Aberdeen Group plc added171,679$3M0.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added169,889$3M0.5%2026-Q1
MORGAN STANLEY trimmed161,392$2M0.5%2026-Q1
Hudson Bay Capital Management LP added161,087$2M0.5%2026-Q1
Exome Asset Management LLC added159,341$2M0.5%2026-Q1
Moody Aldrich Partners LLC added159,324$2M0.5%2026-Q1
DEUTSCHE BANK AG\150,000$2M0.4%2026-Q1
PERCEPTIVE ADVISORS LLC139,667$2M0.4%2026-Q1
STEMPOINT CAPITAL LP trimmed134,742$2M0.4%2026-Q1
XTX Topco Ltd added126,732$2M0.4%2026-Q1
Quadrature Capital Ltd added125,195$2M0.4%2026-Q1
GREAT POINT PARTNERS LLC124,666$2M0.4%2026-Q1
MARSHALL WACE, LLP trimmed123,690$2M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added120,114$2M0.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new86,434$1M0.2%2026-Q1
Squarepoint Ops LLC added81,285$1M0.2%2026-Q1
Rosalind Advisors, Inc. new75,000$1M0.2%2026-Q1
STATE STREET CORP trimmed71,654$1M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed64,425$962K0.2%2026-Q1
ACUTA CAPITAL PARTNERS, LLC new60,808$908K0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed60,106$897K0.2%2026-Q1
HighVista Strategies LLC trimmed58,622$875K0.2%2026-Q1
SEI INVESTMENTS CO new56,854$849K0.2%2026-Q1
683 Capital Management, LLC56,850$849K0.2%2026-Q1
TD Asset Management Inc new51,408$768K0.1%2026-Q1
HRT FINANCIAL LP added48,105$718K0.1%2026-Q1
Man Group plc new46,553$695K0.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added40,821$607K0.1%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC added35,096$524K0.1%2026-Q1
NORTHERN TRUST CORP trimmed30,556$456K0.1%2026-Q1
EntryPoint Capital, LLC new30,041$449K0.1%2026-Q1
Aquatic Capital Management LLC new29,712$444K0.1%2026-Q1
Artia Global Partners LP trimmed28,970$433K0.1%2026-Q1
GLENMEDE TRUST CO NA added25,730$384K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added19,996$299K0.1%2026-Q1
Brevan Howard Capital Management LP new19,321$288K0.1%2026-Q1
ExodusPoint Capital Management, LP trimmed17,751$265K0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC new17,227$257K0.0%2026-Q1
VANGUARD GROUP INC added804,084$15M2.8%2025-Q4 stale
SILVERARC CAPITAL MANAGEMENT, LLC trimmed524,436$10M1.8%2025-Q4 stale
Patient Square Capital LP added311,966$6M1.1%2025-Q4 stale
Jain Global LLC new217,292$4M0.8%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added210,994$4M0.7%2025-Q4 stale
SummitTX Capital, L.P. new195,873$4M0.7%2025-Q4 stale
SUPERSTRING CAPITAL MANAGEMENT LP trimmed153,313$3M0.5%2025-Q4 stale
Squadron Capital Management LLC new130,000$2M0.5%2025-Q4 stale
Ally Bridge Group (NY) LLC new178,100$2M0.4%2025-Q3 stale
Deep Track Capital, LP trimmed144,600$2M0.4%2025-Q3 stale
FRED ALGER MANAGEMENT, LLC new80,092$1M0.3%2025-Q4 stale
Sio Capital Management, LLC72,173$1M0.3%2025-Q4 stale
RWA WEALTH PARTNERS, LLC trimmed86,516$1M0.2%2025-Q3 stale
CANTOR FITZGERALD, L. P. new85,247$1M0.2%2025-Q3 stale
DLD Asset Management, LP new75,000$953K0.2%2025-Q3 stale
Woodline Partners LP new52,041$945K0.2%2025-Q4 stale
Atom Investors LP added51,194$930K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed49,400$897K0.2%2025-Q4 stale
Walleye Capital LLC trimmed41,693$757K0.1%2025-Q4 stale
Ikarian Capital, LLC trimmed31,106$565K0.1%2025-Q4 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new33,337$424K0.1%2025-Q3 stale
ADAR1 Capital Management, LLC trimmed32,393$412K0.1%2025-Q3 stale
Birchview Capital, LP new31,000$394K0.1%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership