AVTX Institutional Ownership & Shareholders

AVALO THERAPEUTICS INC (AVTX) is currently held by 135 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.16B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Fmr Llc is currently the largest disclosed institutional shareholder of AVTX tracked by InsiderSet, reporting ownership valued at approximately $94.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $33.81M, representing an estimated loss of -64.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed AVTX value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Deep Track Capital, Lp, and several other long-term asset managers with concentrated positions in AVALO THERAPEUTICS INC (AVTX).

This page ranks the largest institutional AVTX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

135

Total Reported Value

$1.16B

Largest Holder

Fmr Llc

Largest Position

$94.25M

Insider Transactions (90d)

10

Latest Filing Quarter

Q2 2026

New Institutional Positions

168

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fmr Llc0.00%5,100,216$94,251,992$33,814,432-$60,437,560-64.12%
Blackrock, Inc.0.00%4,365,553$80,675,418$28,943,616-$51,731,802-64.12%
Deep Track Capital, Lp0.98%3,610,000$66,712,800$23,934,300-$42,778,500-64.12%
Caligan Partners Lp2.82%3,163,866$58,468,244$20,976,432-$37,491,812-64.12%
Tcg Crossover Management, Llc1.34%3,017,120$55,756,378$20,003,506-$35,752,872-64.12%
Affinity Asset Advisors, Llc2.62%2,900,000$53,592,000$19,227,000-$34,365,000-64.12%
State Street Corp0.00%2,889,287$53,394,024$19,155,973-$34,238,051-64.12%
Point72 Asset Management, L.P.0.07%2,387,026$44,112,240$15,825,982-$28,286,258-64.12%
Avoro Capital Advisors Llc0.39%2,333,333$43,119,994$15,469,998-$27,649,996-64.12%
Vanguard Capital Management Llc0.00%2,264,246$41,843,266$15,011,951-$26,831,315-64.12%
Bvf Inc/Il0.98%2,075,545$38,356,072$13,760,863-$24,595,209-64.12%
Bank Of America Corp0.00%1,913,829$35,367,561$12,688,686-$22,678,875-64.12%
Nantahala Capital Management, Llc2.08%1,862,250$34,414,380$12,346,718-$22,067,663-64.12%
Adage Capital Partners Gp, L.L.C.0.04%1,729,000$31,951,920$11,463,270-$20,488,650-64.12%
Soleus Capital Management, L.P.1.05%1,654,978$30,583,993$10,972,504-$19,611,489-64.12%
Braidwell Lp1.11%1,629,182$30,107,283$10,801,477-$19,305,806-64.12%
Price T Rowe Associates Inc0.00%1,311,715$24,241,000$8,696,670-$15,544,330-64.12%
Alliancebernstein L.P.0.01%1,260,689$23,297,533$8,358,368-$14,939,165-64.12%
Ubs Group Ag0.00%1,209,059$22,343,410$8,016,061-$14,327,349-64.12%
Logos Global Management Lp0.91%1,150,000$21,252,000$7,624,500-$13,627,500-64.12%
Geode Capital Management, Llc0.00%1,105,118$20,428,430$7,326,932-$13,101,498-64.13%
Commodore Capital Lp1.12%1,018,319$18,818,535$6,751,455-$12,067,080-64.12%
Ra Capital Management, L.P.0.16%1,000,000$18,480,000$6,630,000-$11,850,000-64.12%
Goldman Sachs Group Inc0.00%946,320$17,487,993$6,274,102-$11,213,891-64.12%
Trails Edge Capital Partners, Lp2.62%891,881$16,481,961$5,913,171-$10,568,790-64.12%
Ameriprise Financial Inc0.00%891,405$16,473,165$5,910,015-$10,563,150-64.12%
Balyasny Asset Management L.P.0.03%861,711$15,924,419$5,713,144-$10,211,275-64.12%
Vestal Point Capital, Lp0.33%775,000$14,322,000$5,138,250-$9,183,750-64.12%
Seven Fleet Capital Management Lp2.35%770,765$14,243,737$5,110,172-$9,133,565-64.12%
Parkman Healthcare Partners Llc1.45%766,290$14,161,039$5,080,503-$9,080,536-64.12%
Boothbay Fund Management, Llc0.24%702,051$12,973,902$4,654,598-$8,319,304-64.12%
Squarepoint Ops Llc0.02%589,245$10,889,248$3,906,694-$6,982,554-64.12%
Baker Bros. Advisors Lp0.05%550,000$10,164,000$3,646,500-$6,517,500-64.12%
Silverarc Capital Management, Llc1.03%500,402$9,247,429$3,317,665-$5,929,764-64.12%
Davern Capital Partners, Lp1.48%468,666$8,660,948$3,107,256-$5,553,692-64.12%
Pivotal Bioventure Partners Investment Advisor Llc2.61%434,033$8,020,930$2,877,639-$5,143,291-64.12%
Boxer Capital Management, Llc0.52%375,000$6,930,000$2,486,250-$4,443,750-64.12%
Renaissance Technologies LLCJim Simons0.01%357,200$6,601,056$2,368,236-$4,232,820-64.12%
Northern Trust Corp0.00%344,521$6,366,748$2,284,174-$4,082,574-64.12%
Vanguard Fiduciary Trust Co0.00%324,808$6,002,452$2,153,477-$3,848,975-64.12%
Velan Capital Investment Management Lp3.67%324,452$5,995,873$2,151,117-$3,844,756-64.12%
Citadel Advisors Llc0.00%323,833$5,984,434$2,147,013-$3,837,421-64.12%
Schonfeld Strategic Advisors Llc0.03%310,008$5,728,947$2,055,353-$3,673,594-64.12%
Vanguard Portfolio Management Llc0.00%284,702$5,261,293$1,887,574-$3,373,719-64.12%
Vivo Capital, Llc0.46%275,000$5,082,000$1,823,250-$3,258,750-64.12%
Eagle Health Investments Lp0.72%235,093$4,344,519$1,558,667-$2,785,852-64.12%
Sphera Funds Management Ltd.0.61%232,294$4,292,793$1,540,109-$2,752,684-64.12%
Perceptive Advisors Llc0.06%219,813$4,062,144$1,457,360-$2,604,784-64.12%
Caption Management, Llc0.14%210,000$3,880,800$1,392,300-$2,488,500-64.12%
Jump Financial, Llc0.03%201,902$3,731,149$1,338,610-$2,392,539-64.12%
Showing 50 of 130

Frequently asked questions about AVTX

  • Who are the largest institutional holders of AVTX?

    The largest institutional holders of AVTX reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., Deep Track Capital, Lp, Caligan Partners Lp, and Tcg Crossover Management, Llc. InsiderSet ranks institutional holders by their latest reported AVTX position.

  • What is AVTX institutional ownership?

    This page tracks AVTX positions reported by institutional investment managers through SEC Form 13F. AVALO THERAPEUTICS INC (AVTX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own AVTX?

    InsiderSet currently tracks 135 institutional managers reporting AVTX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVTX shareholders.

  • How much AVTX stock do institutions own?

    Institutional investment managers disclosed approximately $1.16B in AVTX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was AVTX institutional ownership last updated?

    The latest AVTX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional AVTX holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVTX position after the reporting date.

  • Are institutions buying or selling AVTX?

    Institutional buying and selling can be analyzed by comparing AVTX positions across consecutive 13F reporting periods. InsiderSet's AVTX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVTX ownership changes.

  • How has AVTX institutional ownership changed over time?

    InsiderSet tracks AVTX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.