Avalo Therapeutics, Inc. (AVTX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,984,018Shares Outstanding

3,339,453Shares held by institutions

$50,325,557Value of institutional holdings

143.86%Institutional ownership %

38.83%Shares Changed QoQ

83No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Avalo Therapeutics, Inc. (NASDAQ:AVTX) includes 83 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Avalo Therapeutics moved to 143.9% in December 2025, a shift up from the 110.0% reported for September 2025.
Institutional share ownership changed by 38.83% QoQ, while the number of institutional owners saw an increase of 151.52% YoY.
The latest 13F cycle for Avalo Therapeutics reveals that of 83 total investors, 60 funds grew their exposure, whereas 13 reduced theirs and 10 made no changes.
Collectively, institutional investors increased their stake in Avalo Therapeutics to 20.12Mn shares as of December 2025, a change that is up by 5.63Mn shares quarter on quarter and up 12.59Mn shares year over year.
With 1.36Mn shares, BVF INC/IL commands the largest institutional position in Avalo Therapeutics as of December 31, 2025, equating to 9.69% of the company.
Among the most significant buyers of Avalo Therapeutics during December 2025 were MILLENNIUM MANAGEMENT LLC (522.55K), JENNISON ASSOCIATES LLC (475.62K), MARSHALL WACE, LLP (451.54K), Soleus Capital Management, L.P. (441.98K), UBS Group AG (432.61K).
Leading sellers of Avalo Therapeutics stock in December 2025 included Point72 Asset Management, L.P. (426.48K), BALYASNY ASSET MANAGEMENT L.P. (378.12K), SILVERARC CAPITAL MANAGEMENT, LLC (196.49K), ORBIMED ADVISORS LLC (162.00K), RENAISSANCE TECHNOLOGIES LLC (80.40K).
The top 10 institutional holders of Avalo Therapeutics for the quarter ending December 2025 included BVF INC/IL (1.36Mn), Nantahala Capital Management, LLC (1.24Mn), ORBIMED ADVISORS LLC (1.19Mn), Affinity Asset Advisors, LLC (1.05Mn), Caligan Partners LP (881.53K), VANGUARD GROUP INC (804.08K), RA CAPITAL MANAGEMENT, L.P. (662.97K), MILLENNIUM MANAGEMENT LLC (659.98K), Point72 Asset Management, L.P. (627.50K), BANK OF AMERICA CORP /DE/ (621.35K).

83 Institutional Holders

3,339,453 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BVF INC/IL	31 Dec, 2025	1,355,257	1	0.00%	$24,611,467.00
Nantahala Capital Management, LLC	31 Dec, 2025	1,235,000	0	0.00%	$22,427,600.00
ORBIMED ADVISORS LLC	31 Dec, 2025	1,187,300	-162,000	-12.01%	$21,561,368.00
Affinity Asset Advisors, LLC	31 Dec, 2025	1,051,054	44,837	4.46%	$19,087,141.00
Caligan Partners LP	31 Dec, 2025	881,533	48,200	5.78%	$16,008,639.00
VANGUARD GROUP INC	31 Dec, 2025	804,084	111,447	16.09%	$14,602,165.00
RA CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	662,968	0	0.00%	$12,039,499.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	659,979	522,548	380.23%	$11,985,219.00
Point72 Asset Management, L.P.	31 Dec, 2025	627,502	-426,481	-40.46%	$11,395,436.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	621,350	15,508	2.56%	$11,283,716.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	550,000	291,231	112.54%	$9,988,000.00
SILVERARC CAPITAL MANAGEMENT, LLC	31 Dec, 2025	524,436	-196,486	-27.25%	$9,523,758.00
MARSHALL WACE, LLP	31 Dec, 2025	507,550	451,541	806.19%	$9,217,107.00
TCG Crossover Management, LLC	31 Dec, 2025	483,000	0	0.00%	$8,771,280.00
Commodore Capital LP	31 Dec, 2025	483,000	0	0.00%	$8,771,280.00
UBS Group AG	31 Dec, 2025	477,816	432,608	956.93%	$8,677,138.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	475,625	475,625	0.00%	$8,637,350.00
Soleus Capital Management, L.P.	31 Dec, 2025	441,978	441,978	0.00%	$8,026,320.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	439,312	-378,124	-46.26%	$7,977,906.00
CITADEL ADVISORS LLC	31 Dec, 2025	419,491	-62,178	-12.91%	$7,617,957.00

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