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AVTX

Avalo Therapeutics, Inc.
$18.42 -0.49 (-2.59%) At close · Jul 14
Market Cap
$968.26M
Shares
52,565,572

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 101
Total Value: $536,262,750
Total Shares: 35,918,473
Showing 1–100 of 110 holdings by value · page 1 of 2

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 101 13F filers · Δ vs Dec 31, 2025
Top Holder
8.4%
Dec 2023 → Mar 2026 · range 6.6% – 69.9%
+1.8 pts
Top 5
28.4%
Dec 2023 → Mar 2026 · range 28.0% – 99.7%
+0.3 pts
Top 10
46.2%
Dec 2023 → Mar 2026 · range 44.6% – 100.0%
+1.6 pts
HHI
318
Dec 2023 → Mar 2026 · range 300 – 5,245
Broadly held+18

Quarterly Activity

vs Dec 31, 2025
New
34
Increased
33
Decreased
20
Sold Out
18
Unchanged
14
Holder count: +16
Institutional value: +41.2%
Shares held: +71.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega FMR LLC +2,659,181 2,879,481
Mid Caligan Partners LP +2,388,513 3,270,046
Large Caption Management, LLC +784,059 1,086,700
Mega UBS Group AG +664,164 1,141,980
Mid Ikarian Capital, LLC +470,794 560,000

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid ORBIMED ADVISORS LLC −712,135 475,165
Large MARSHALL WACE, LLP −378,414 129,136
Mega CITADEL ADVISORS LLC −158,956 260,535
Mega MORGAN STANLEY −103,515 161,392
Mega BARCLAYS PLC −91,172 14,642

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega T. Rowe Price Investment Management, Inc. 2,162,684 $32,288,872
Large Avoro Capital Advisors LLC 1,410,000 $21,051,300
Mid Logos Global Management LP 1,300,000 $19,409,000
Large FARALLON CAPITAL MANAGEMENT LLC 916,000 $13,675,880
Large RTW INVESTMENTS, LP 856,962 $12,794,442

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small SILVERARC CAPITAL MANAGEMENT, LLC 1,048,872 $19,047,514
Mega VANGUARD GROUP INC 804,084 $14,602,164
Small Patient Square Capital LP 311,966 $5,665,302
Large Jain Global LLC 217,292 $3,946,022
Mid SummitTX Capital, L.P. 195,873 $3,557,053
Filter: New 34 Increased 33 Reduced 20 Sold out 18 Unchanged 14
Showing 100 of 110
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega FMR LLC $42,990,651 8.02% 2,879,481
Mega T. Rowe Price Investment Management, Inc. $32,288,872 6.02% 2,162,684
Mid Caligan Partners LP $24,410,893 4.55% 1,635,023
Mid Caligan Partners LP $24,410,893 4.55% 1,635,023
Mid BVF INC/IL $24,378,375 4.55% 1,632,845
Large Avoro Capital Advisors LLC $21,051,300 3.93% 1,410,000
Mid Affinity Asset Advisors, LLC $20,018,741 3.73% 1,340,840
Mid Nantahala Capital Management, LLC $18,438,550 3.44% 1,235,000
Mega UBS Group AG $17,049,760 3.18% 1,141,980
Mid Logos Global Management LP $14,930,000 2.78% 1,000,000
Large Point72 Asset Management, L.P. $13,678,000 2.55% 916,142
Large FARALLON CAPITAL MANAGEMENT LLC $13,675,880 2.55% 916,000
Large RTW INVESTMENTS, LP $12,794,442 2.39% 856,962
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $12,750,220 2.38% 854,000
Mega MILLENNIUM MANAGEMENT LLC $12,473,776 2.33% 835,484
Mid TCG Crossover Management, LLC $11,024,058 2.06% 738,383
Large Balyasny Asset Management L.P. $10,922,578 2.04% 731,586
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,745,031 2.00% 719,694
Mid RA CAPITAL MANAGEMENT, L.P. $9,898,112 1.85% 662,968
Mega BANK OF AMERICA CORP /DE/ Bank $9,599,989 1.79% 643,000
Large Caption Management, LLC $9,431,281 1.76% 631,700
Mid Commodore Capital LP $7,211,190 1.34% 483,000
Mid ORBIMED ADVISORS LLC $7,094,213 1.32% 475,165
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,079,806 1.32% 474,200
Mega JENNISON ASSOCIATES LLC $7,028,670 1.31% 470,775
Large Caption Management, LLC $6,793,150 1.27% 455,000
Mid Soleus Capital Management, L.P. $6,598,731 1.23% 441,978
Mega BNP PARIBAS ARBITRAGE, SA $6,312,120 1.18% 422,781
Mid Ikarian Capital, LLC $5,994,395 1.12% 401,500
Mid KENNEDY CAPITAL MANAGEMENT LLC $5,792,571 1.08% 387,982
Mid DV Trading LLC $5,375,755 1.00% 360,064
Mega BlackRock, Inc. $4,883,331 0.91% 327,082
Mid BOOTHBAY FUND MANAGEMENT, LLC $4,841,171 0.90% 324,258
Small Boxer Capital Management, LLC $4,479,000 0.84% 300,000
Mid Logos Global Management LP $4,479,000 0.84% 300,000
Small Pivotal bioVenture Partners Investment Advisor LLC Venture Capital $4,418,279 0.82% 295,933
Small Seven Fleet Capital Management LP $3,192,317 0.60% 213,819
Mega JPMORGAN CHASE & CO $2,902,257 0.54% 194,391
Mega CITADEL ADVISORS LLC $2,892,463 0.54% 193,735
Small NAN FUNG TRINITY (HK) LTD $2,821,770 0.53% 189,000
Small Velan Capital Investment Management LP $2,763,871 0.52% 185,122
Large Qube Research & Technologies Ltd $2,605,374 0.49% 174,506
Mega JANE STREET GROUP, LLC $2,587,667 0.48% 173,320
Mega AMERIPRISE FINANCIAL INC $2,570,184 0.48% 172,149
Large Aberdeen Group plc $2,563,167 0.48% 171,679
Mega GEODE CAPITAL MANAGEMENT, LLC $2,536,441 0.47% 169,889
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,433,590 0.45% 163,000
Mega MORGAN STANLEY $2,409,580 0.45% 161,392
Large Hudson Bay Capital Management LP $2,405,028 0.45% 161,087
Small Exome Asset Management LLC $2,378,961 0.44% 159,341
Small Moody Aldrich Partners LLC $2,378,707 0.44% 159,324
Mid Ikarian Capital, LLC $2,366,405 0.44% 158,500
Mega DEUTSCHE BANK AG\ Bank $2,239,500 0.42% 150,000
Mid PERCEPTIVE ADVISORS LLC $2,085,228 0.39% 139,667
Small STEMPOINT CAPITAL LP $2,011,698 0.38% 134,742
Large MARSHALL WACE, LLP $1,927,999 0.36% 129,136
Mid XTX Topco Ltd $1,892,108 0.35% 126,732
Mid Quadrature Capital Ltd $1,869,161 0.35% 125,195
Small GREAT POINT PARTNERS LLC $1,861,263 0.35% 124,666
Large RENAISSANCE TECHNOLOGIES LLC $1,793,302 0.33% 120,114
Mid BOOTHBAY FUND MANAGEMENT, LLC $1,748,303 0.33% 117,100
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,290,459 0.24% 86,434
Large Squarepoint Ops LLC $1,213,585 0.23% 81,285
Small Rosalind Advisors, Inc. $1,119,750 0.21% 75,000
Mega STATE STREET CORP $1,069,794 0.20% 71,654
Mega CITADEL ADVISORS LLC $997,324 0.19% 66,800
Mega TWO SIGMA INVESTMENTS, LP $961,865 0.18% 64,425
Small ACUTA CAPITAL PARTNERS, LLC $907,863 0.17% 60,808
Mega GOLDMAN SACHS GROUP INC $897,382 0.17% 60,106
Small HighVista Strategies LLC $875,226 0.16% 58,622
Large SEI INVESTMENTS CO $848,830 0.16% 56,854
Mid 683 Capital Management, LLC $848,770 0.16% 56,850
Mega WELLS FARGO & COMPANY/MN $777,853 0.15% 52,100
Mega TD Asset Management Inc $767,521 0.14% 51,408
Small DLD Asset Management, LP $739,035 0.14% 49,500
Large HRT FINANCIAL LP $718,207 0.13% 48,105
Large Man Group plc $695,036 0.13% 46,553
Mid BOOTHBAY FUND MANAGEMENT, LLC $662,892 0.12% 44,400
Mega DIMENSIONAL FUND ADVISORS LP $609,455 0.11% 40,821
Mid PRELUDE CAPITAL MANAGEMENT, LLC $523,983 0.10% 35,096
Mega NORTHERN TRUST CORP Bank $456,201 0.09% 30,556
Small EntryPoint Capital, LLC $448,512 0.08% 30,041
Mid Aquatic Capital Management LLC $443,600 0.08% 29,712
Small Artia Global Partners LP $432,522 0.08% 28,970
Large GLENMEDE TRUST CO NA Bank $384,148 0.07% 25,730
Mega JANE STREET GROUP, LLC $301,586 0.06% 20,200
Mega ENVESTNET ASSET MANAGEMENT INC $298,540 0.06% 19,996
Mid Brevan Howard Capital Management LP $288,462 0.05% 19,321
Large ExodusPoint Capital Management, LP $265,022 0.05% 17,751
Mid Susquehanna Portfolio Strategies, LLC $257,199 0.05% 17,227
Large WESTFIELD CAPITAL MANAGEMENT CO LP $233,490 0.04% 15,639
Mega BARCLAYS PLC $218,604 0.04% 14,642
Mid Jump Financial, LLC $191,253 0.04% 12,810
Large OMERS ADMINISTRATION Corp $176,174 0.03% 11,800
Micro AlphaCentric Advisors LLC $174,203 0.03% 11,668
Mid Shay Capital LLC $151,778 0.03% 10,166
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $149,300 0.03% 10,000
Small Persistent Asset Partners Ltd $118,215 0.02% 7,918
Mega Vanguard Global Advisers, LLC $83,682 0.02% 5,605
Large US BANCORP \DE\ Bank $50,567 0.01% 3,387
Key facts CIK 1534120 CUSIP 05338F306 13F (30d) 2 filings 2 filers Visit website Investor relations

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