ADVM
ADVERUM BIOTECHNOLOGIES INC
No data for this timeframe.
Vol
Inst. Holders25 funds
Inst. Value$10.4M
Inst. Activity1 buys / 9 sells
SEC Reports1
Recent Activity
Jun 11, 2026
SEC
Seven of eight tracked institutional funds reduced or exited ADVM positions in Q3 2025, while only Two Sigma doubled a t
INST-CLUSTER — Impact 5/10
Inst.
CWM, LLC — NEAR_EXIT
33 shares (—)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
363,496 shares ($1.6M)
May 5, 2026
earnings_calendar
ADVM Q1 2026 Earnings Scheduled — 2026-05-05
Analyst Ratings
2Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| CWM, LLC | — | NEAR_EXIT |
| VANGUARD GROUP INC | $4.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | TRIM |
| BlackRock, Inc. | $1.4M | — |
| DIMENSIONAL FUND ADVISORS LP | $1.1M | ADD |
25 institutional holders with $10.4M total value (2,300,353 shares) as of 2025-Q3. Top holders: CWM,, VANGUARD, RENAISSANCE. Net selling activity: 9 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q3
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | CWM, LLC | 33 | $0.00 | 0.0% | NEAR_EXIT -98.5% |
| 2 | VANGUARD GROUP INC | 872,041 | $4.0M | 37.9% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 363,496 | $1.6M | 15.8% | TRIM -36.3% |
| 4 | BlackRock, Inc. | 311,394 | $1.4M | 13.5% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 234,541 | $1.1M | 10.2% | ADD +50.4% |
| 6 | Waverly Advisors, LLC | 160,991 | $729.3K | 7.0% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 88,670 | $401.7K | 3.9% | DOUBLED +372.7% |
| 8 | STATE STREET CORP | 68,734 | $311.4K | 3.0% | NEAR_EXIT -81.1% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,200 | $141.3K | 1.4% | — |
| 10 | MARSHALL WACE, LLP | 28,367 | $128.5K | 1.2% | TRIM -42.8% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,255 | $118.9K | 1.1% | — |
| 12 | CITADEL ADVISORS LLC | 24,100 | $109.2K | 1.0% | NEAR_EXIT -77.9% |
| 13 | MORGAN STANLEY | 17,555 | $79.5K | 0.8% | TRIM -66.8% |
| 14 | CITADEL ADVISORS LLC | 17,267 | $78.2K | 0.8% | NEAR_EXIT -77.9% |
| 15 | D. E. Shaw & Co., Inc. | 17,153 | $77.7K | 0.7% | TRIM -35.9% |
| 16 | ROYAL BANK OF CANADA | 13,465 | $61.0K | 0.6% | TRIM -28.2% |
| 17 | Vanguard Personalized Indexing Management, LLC | 12,805 | $58.0K | 0.6% | — |
| 18 | UBS Group AG | 5,585 | $25.3K | 0.2% | TRIM -60.6% |
| 19 | BANK OF AMERICA CORP /DE/ | 3,614 | $16.4K | 0.2% | NEAR_EXIT -91.2% |
| 20 | FMR LLC | 1,933 | $8.8K | 0.1% | NEAR_EXIT -76.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| CWM, LLC | NEAR_EXIT | 2,153 | 33 | -98.5% | — | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 570,669 | 363,496 | -36.3% | $1.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 18,757 | 88,670 | +372.7% | $401.7K | 2025-Q3 |
| MARSHALL WACE, LLP | TRIM | 49,628 | 28,367 | -42.8% | $128.5K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 52,937 | 17,555 | -66.8% | $79.5K | 2025-Q3 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 78,271 | 17,267 | -77.9% | $78.2K | 2025-Q3 |
| D. E. Shaw & Co., Inc. | TRIM | 26,752 | 17,153 | -35.9% | $77.7K | 2025-Q3 |
| UBS Group AG | TRIM | 14,170 | 5,585 | -60.6% | $25.3K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 41,266 | 3,614 | -91.2% | $16.4K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 214 | 30 | -86.0% | $136.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 159,569 | 570,669 | +257.6% | $1.2M | 2025-Q2 |
| STATE STREET CORP | NEAR_EXIT | 363,974 | 68,824 | -81.1% | $148.0K | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 57,548 | 14,170 | -75.4% | $30.5K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 12,531 | 214 | -98.3% | $461.00 | 2025-Q2 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 266 | 84 | -68.4% | $181.00 | 2025-Q2 |
| MORGAN STANLEY | TRIM | 114,788 | 68,717 | -40.1% | $300.3K | 2025-Q1 |
| D. E. Shaw & Co., Inc. | TRIM | 47,614 | 26,944 | -43.4% | $117.7K | 2025-Q1 |
| Trexquant Investment LP | NEAR_EXIT | 95,997 | 18,694 | -80.5% | $81.7K | 2025-Q1 |
| CITIGROUP INC | TRIM | 19,987 | 14,752 | -26.2% | $64.5K | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 57,903 | 13,470 | -76.7% | $58.9K | 2025-Q1 |
| ROYAL BANK OF CANADA | TRIM | 3,556 | 2,553 | -28.2% | $11.0K | 2025-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 90 | 266 | +195.6% | $1.2K | 2025-Q1 |
| CWM, LLC | DOUBLED | 84 | 1,778 | +2016.7% | $8.00 | 2025-Q1 |
| CWM, LLC | TRIM | 245 | 84 | -65.7% | — | 2024-Q4 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 206,743 | 311,005 | +50.4% | $1.5M | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution: 67% buy across 12 analysts — 2 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell. No current recommendation available.
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Jan 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
ADVM Q1 2026 Earnings Scheduled — 2026-05-05
Mar 16, 2026
earnings_calendar
ADVM Q4 2025 Earnings After Market Close — 2026-03-16