Avalo Therapeutics Inc (AVTX) Hedge Fund Ownership (Q2 2026)

Avalo Therapeutics Inc (AVTX)

123 + Investors. Track Smart Money conviction in AVTX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AVTX

Based on 125 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added AVTX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

125 hedge funds hold AVTX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +268% more funds vs a year ago

fund count last 6Q

+91 new funds entered over the past year (+268% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 68% buying

102 buying49 selling

Last quarter: 102 funds were net buyers (55 opened a brand new position + 47 added to an existing one). Only 49 were sellers (19 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter

Funds opening a new AVTX position: 32 → 33 → 33 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 60% entered in last year

■ 14% conviction (2yr+) ■ 26% medium ■ 60% new

Only 18 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +159% but shares only +100% — price-driven

Value

+158%

+99%

Last quarter: the total dollar value of institutional holdings rose +159%, but actual share count only changed +100%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

4 → 32 → 33 → 33 → 55 new funds/Q

New funds entering each quarter: 32 → 33 → 33 → 55. A growing number of institutions are discovering AVTX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 76% of holders entered in last year

■ 11% veterans ■ 13% 1-2yr ■ 76% new

Of 131 current holders: 99 (76%) entered in the past year, only 15 (11%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

32 of 123 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	123	100	23.0%
13F Shares	69M	34M	99.88%
Total Value	$1.25B	$483M	158.83%
New Positions	55	33	+22
Increased Positions	44	32	+12
Closed Positions	30	18	+12
Reduced Positions	19	20	-1
Total Calls	4	9	-55.56%
Total Puts	4	3	33.33%
PUT/CALL Ratio	1.0	0.33	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

123

100

23.0%

13F Shares

69M

34M

99.88%

Total Value

$1.25B

$483M

158.83%

New Positions

+22

Increased Positions

+12

Closed Positions

+12

Reduced Positions

-1

Total Calls

-55.56%

Total Puts

33.33%

PUT/CALL Ratio

1.0

0.33

Neutral

Institutional Holders (2026 Q2)

123 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVTX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AVTX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Velan Capital Investment Management LP	3.65%	324,452	$6.0M
2	Caligan Partners LP	2.75%	3,163,866	$58.5M
3	Trails Edge Capital Partners, LP	2.62%	891,881	$16.5M
4	Pivotal bioVenture Partners Investment Advisor LLC	2.61%	434,033	$8.0M
5	Ally Bridge Group (NY) LLC	2.45%	150,000	$2.8M
6	Affinity Asset Advisors, LLC	2.42%	2,900,000	$53.6M
7	Acuta Capital Partners, LLC	2.40%	186,308	$3.4M
8	Seven Fleet Capital Management LP	2.35%	770,765	$14.2M
9	Sectoral Asset Management Inc	1.55%	119,923	$2.2M
10	Davern Capital Partners, LP	1.48%	468,666	$8.7M
11	Parkman Healthcare Partners LLC	1.45%	766,290	$14.2M
12	TCG Crossover Management, LLC	1.34%	3,017,120	$55.8M
13	Nantahala Capital Management, LLC	1.15%	1,862,250	$34.4M
14	Commodore Capital LP	1.12%	1,018,319	$18.8M
15	Braidwell LP	1.11%	1,629,182	$30.1M
16	Soleus Capital Management, L.P.	1.05%	1,654,978	$30.6M
17	Bvf Inc/Il	0.98%	2,075,545	$38.4M
18	Deep Track Capital, LP	0.97%	3,610,000	$66.7M
19	Silverarc Capital Management, LLC	0.96%	500,402	$9.2M
20	Logos Global Management LP	0.91%	1,150,000	$21.3M
21	Dv Equities, LLC	0.88%	332,213	$6.1M
22	Eagle Health Investments LP	0.72%	235,093	$4.3M
23	Verdad Advisers, LP	0.58%	32,827	$607K
24	Sphera Funds Management LTD.	0.56%	232,294	$4.3M
25	Boxer Capital Management, LLC	0.52%	375,000	$6.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Avalo Therapeutics Inc (AVTX)

What does the Smart Money Trend signal show for AVTX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AVTX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVTX?

More buyers than sellers — 68% buying: Last quarter: 102 funds were net buyers (55 opened a brand new position + 47 added to an existing one). Only 49 were sellers (19 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVTX holders?

Strong quality — 33% AUM from major funds: 32 of 123 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVTX?

Mostly new holders — 60% entered in last year: Only 18 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Avalo Therapeutics Inc (AVTX)

Smart Money Signals — AVTX

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +268% more funds vs a year ago

More buyers than sellers — 68% buying

More new buyers each quarter (+22 vs last Q)

Mostly new holders — 60% entered in last year

Value +159% but shares only +100% — price-driven

Growing discovery — still being found

Early stage — 76% of holders entered in last year

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — AVTX

Hedge Fund Ownership: AVTX

Market Analysis: AVTX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVTX

Hedge Fund Positioning: AVTX

Statistics: AVTX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Avalo Therapeutics Inc (AVTX)

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