Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVALO THERAPEUTICS INC (AVTX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
70%

Smart Money Signals — AVTX

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
85 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 — +166% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+166% 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 — 70% buying

63 buying27 selling
Last quarter: 63 funds were net buyers (33 opened a brand new position + 30 added to an existing one). Only 27 were sellers (14 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 61% entered in last year

■ 12% conviction (2yr+) ■ 27% medium ■ 61% new
Only 10 funds (12%) 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 +88% but shares only +32% — price-driven

Value
+88%
Shares
+31%
Last quarter: the total dollar value of institutional holdings rose +88%, but actual share count only changed +32%. 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.
🚀

Acceleration phase — new buyers rushing in

8 → 4 → 4 → 32 → 33 new funds/Q
New funds entering each quarter: 4 → 4 → 32 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 69% of holders entered in last year

■ 4% veterans ■ 27% 1-2yr ■ 69% new
Of 93 current holders: 64 (69%) entered in the past year, only 4 (4%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
22 of 85 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

Institutional Sentiment Summary — AVTX

In 2025 Q4, 63 hedge funds were net buyers of AVTX (33 opened a new position, 30 added to an existing one), while 27 reduced or exited (14 trimmed, 13 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in AVTX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: AVTX

How many hedge funds hold AVTX — quarterly history vs. share price
Quarterly hedge fund ownership of AVTX vs. share price

Market Analysis: AVTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVTX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AVALO THERAPEUTICS INC (AVTX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVTX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
AVTX
+16.2%
XLV
-11.8%

AVTX outperformed XLV by +28.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
AVTX
-8.9%
XLV
-5.2%

Since the filing became public, AVTX outperformed XLV by -3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AVTX
2026 Q1 Stats Unlock in 1 days 93 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 93 69 34.78%
13F Shares 20M 15M 31.78%
Total Value $370M $197M 88.28%
New Positions 37 37 -
Increased Positions 38 14 +24
Closed Positions 12 1 +11
Reduced Positions 17 8 +9
Total Calls 6 2 200.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.5 1.5 Bullish

Statistics: AVTX

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

93 + 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:
Top 25 institutional holders of AVTX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Velan Capital Investment Management LP 1.73% 185,122 $2.8M
2 Seven Fleet Capital Management LP 1.71% 360,064 $5.4M
3 Caligan Partners LP 1.62% 1,635,023 $24.4M
4 Pivotal bioVenture Partners Investment Advisor LLC 1.58% 295,933 $4.4M
5 Exome Asset Management LLC 1.23% 159,341 $2.4M
6 Affinity Asset Advisors, LLC 1.03% 1,340,840 $20.0M
7 Seven Fleet Capital Management LP 1.01% 213,819 $3.2M
8 BVF INC/IL 0.78% 1,632,845 $24.4M
9 Logos Global Management LP 0.75% 1,000,000 $14.9M
10 Nantahala Capital Management, LLC 0.68% 1,235,000 $18.4M
11 ACUTA CAPITAL PARTNERS, LLC 0.64% 60,808 $908K
12 Boxer Capital Management, LLC 0.59% 300,000 $4.5M
13 Ikarian Capital, LLC 0.49% 401,500 $6.0M
14 Rosalind Advisors, Inc. 0.45% 75,000 $1.1M
15 MOODY ALDRICH PARTNERS LLC 0.43% 159,324 $2.4M
16 GREAT POINT PARTNERS LLC 0.43% 124,666 $1.9M
17 Commodore Capital LP 0.42% 483,000 $7.2M
18 STEMPOINT CAPITAL LP 0.39% 134,742 $2.0M
19 TCG Crossover Management, LLC 0.32% 738,383 $11.0M
20 NAN FUNG TRINITY (HK) Ltd 0.31% 189,000 $2.8M
21 Soleus Capital Management, L.P. 0.27% 441,978 $6.6M
22 HighVista Strategies LLC 0.24% 58,622 $875K
23 Logos Global Management LP 0.22% 300,000 $4.5M
24 Avoro Capital Advisors LLC 0.21% 1,410,000 $21.1M
25 Ikarian Capital, LLC 0.19% 158,500 $2.4M
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 — 3 quarters in a row: For 3 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 — 70% buying: Last quarter: 63 funds were net buyers (33 opened a brand new position + 30 added to an existing one). Only 27 were sellers (14 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVTX holders?

Strong quality — 28% AUM from major funds: 22 of 85 holders rank in the top 100 by AUM, accounting for 28% 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 — 61% entered in last year: Only 10 funds (12%) 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.

Is it too late to buy AVALO THERAPEUTICS INC (AVTX) following the 2026 Q1 hedge fund 13F filings?

As of today, AVTX has moved -8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -5.2% for the XLV sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), AVTX has gained +16.2% vs -11.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.