Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
AVTX on Nasdaq
Shares outstanding
18,505,347
Price per share
$16.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
15,317,685
Total reported value
$194,685,792
% of total 13F portfolios
0%
Share change
+7,474,645
Value change
+$95,069,684
Number of holders
65
Price from insider filings
$16.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BIOTECHNOLOGY VALUE FUND L P 10% 0% $18,533,099 +$5,333,230 1,458,151 +40% BVF PARTNERS L P/IL 30 Sep 2025
RA CAPITAL MANAGEMENT, L.P. 9.9% 0% $17,618,183 +$3,708,270 1,386,167 +27% RA Capital Management, L.P. 30 Sep 2025
Nantahala Capital Management, LLC 9.4% +12% $15,696,850 +$4,257,850 1,235,000 +37% Nantahala Capital Management, LLC 30 Sep 2025
Point72 Asset Management, L.P. 8% +52% $13,396,124 +$5,914,611 1,053,983 +79% Point72 Asset Management, L.P. 30 Sep 2025
Affinity Asset Advisors, LLC 5.7% -24% $19,087,141 +$814,240 1,051,054 +4.5% Affinity Asset Advisors, LLC 22 Jan 2026
ORBIMED ADVISORS LLC 8.9% $4,622,260 967,000 OrbiMed Advisors LLC 30 Jun 2025
MILLENNIUM MANAGEMENT LLC 4.9% 0% $15,369,616 +$16,340 906,762 +0.11% Millennium Management LLC 03 Feb 2026
Caligan Partners LP 6.3% $10,591,662 833,333 Caligan Partners LP 30 Sep 2025
BALYASNY ASSET MANAGEMENT L.P. 6.2% $10,389,612 817,436 Balyasny Asset Management L.P. 30 Sep 2025
VANGUARD GROUP INC 4.4% -17% $14,602,165 +$2,023,878 804,084 +16% The Vanguard Group 31 Dec 2025
Ikarian Capital, LLC 3.8% -62% $9,049,101 -$6,100,673 711,967 -40% Ikarian Capital, LLC 30 Sep 2025
Crutcher Patrick J 4.2% $3,593,514 549,467 Patrick J. Crutcher 06 Aug 2025
SILVERARC CAPITAL MANAGEMENT, LLC 2.8% -53% $8,889,190 -$3,330,438 524,436 -27% SilverArc Capital Management, LLC 31 Dec 2025

As of 30 Sep 2025, 65 institutional investors reported holding 15,317,685 shares of Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX). This represents 83% of the company’s total 18,505,347 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BVF INC/IL 7.3% 1,355,256 +32% 0.7% $17,225,304
ORBIMED ADVISORS LLC 7.3% 1,349,300 +40% 0.41% $17,149,603
Nantahala Capital Management, LLC 6.7% 1,235,000 +24% 0.97% $15,696,850
Point72 Asset Management, L.P. 5.7% 1,053,983 0.03% $13,396,124
Affinity Asset Advisors, LLC 5.4% 1,006,217 +66% 1.2% $12,789,018
Caligan Partners LP 4.5% 833,333 1.5% $10,591,662
Balyasny Asset Management L.P. 4.4% 817,436 0.02% $10,389,612
SILVERARC CAPITAL MANAGEMENT, LLC 3.9% 720,922 1.3% $9,162,919
VANGUARD GROUP INC 3.7% 692,637 +315% 0% $8,803,417
RA CAPITAL MANAGEMENT, L.P. 3.6% 662,968 -29% 0.1% $8,426,323
BANK OF AMERICA CORP /DE/ 3.3% 605,842 +49% 0% $7,700,252
Commodore Capital LP 2.6% 483,000 0% 0.3% $6,138,930
TCG Crossover Management, LLC 2.6% 483,000 0% 0.3% $6,138,930
CITADEL ADVISORS LLC 2.6% 481,669 0% $6,122,013
Velan Capital Investment Management LP 1.4% 263,642 +70% 3.1% $3,350,890
ADAGE CAPITAL PARTNERS GP, L.L.C. 1.4% 258,769 0.01% $3,288,954
BOOTHBAY FUND MANAGEMENT, LLC 1.2% 228,297 +1917% 0.07% $2,901,655
AMERIPRISE FINANCIAL INC 1.2% 213,572 0% $2,714,500
SUPERSTRING CAPITAL MANAGEMENT LP 1% 188,080 2.4% $2,390,497
Ally Bridge Group (NY) LLC 0.96% 178,100 1.9% $2,263,651
Ikarian Capital, LLC 0.86% 159,777 +353% 0.46% $2,030,766
BlackRock, Inc. 0.83% 154,251 -1.1% 0% $1,960,531
Deep Track Capital, LP 0.78% 144,600 -75% 0.05% $1,837,866
PERCEPTIVE ADVISORS LLC 0.75% 139,667 0% 0.05% $1,775,168
MILLENNIUM MANAGEMENT LLC 0.74% 137,431 0% $1,746,748

Institutional Holders of Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,217,986 $149,238,885 +$55,002,980 $18.16 38
2025 Q3 15,317,685 $194,685,792 +$95,069,684 $12.71 65
2025 Q2 7,843,040 $39,137,186 -$2,087,558 $4.99 35
2025 Q1 8,255,057 $66,123,710 +$5,779,142 $8.01 33
2024 Q4 7,530,521 $55,951,612 +$4,829,815 $7.43 33
2024 Q3 6,656,933 $63,199,568 +$55,874,127 $9.50 28
2024 Q2 771,102 $9,615,066 +$8,430,049 $12.47 21
2024 Q1 87,507 $1,897,924 +$1,405,693 $21.75 18
2023 Q4 22,966 $209,366 +$209,366 $9.00 12