Avalo Therapeutics, Inc. - Class A Common Stock (AVTX) Institutional Ownership

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

Type / Class
Equity / Class A Common Stock
Symbol
AVTX on Nasdaq
Shares outstanding
13,155,511
Price per share
$18.16
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
$18.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Avalo Therapeutics, Inc. - Class A Common Stock (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 7.6% +47% $12,789,018 +$5,788,795 1,006,217 +83% Affinity Healthcare Fund, LP 30 Sep 2025
ORBIMED ADVISORS LLC 8.9% $4,622,260 967,000 OrbiMed Advisors LLC 30 Jun 2025
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
SILVERARC CAPITAL MANAGEMENT, LLC 5.5% $9,162,919 720,922 SilverArc Capital Management, LLC 30 Sep 2025
Ikarian Capital, LLC 3.8% -62% $9,049,101 -$6,100,673 711,967 -40% Ikarian Capital, LLC 30 Sep 2025
VANGUARD GROUP INC 5.3% $8,803,416 692,637 The Vanguard Group 30 Sep 2025
Crutcher Patrick J 4.2% $3,593,514 549,467 Patrick J. Crutcher 06 Aug 2025

As of 30 Sep 2025, 65 institutional investors reported holding 15,317,685 shares of Avalo Therapeutics, Inc. - Class A Common Stock (AVTX). This represents 116% of the company’s total 13,155,511 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Avalo Therapeutics, Inc. - Class A Common Stock (AVTX) together control 105% 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 10% 1,355,256 +32% 0.7% $17,225,304
ORBIMED ADVISORS LLC 10% 1,349,300 +40% 0.41% $17,149,603
Nantahala Capital Management, LLC 9.4% 1,235,000 +24% 0.97% $15,696,850
Point72 Asset Management, L.P. 8% 1,053,983 0.03% $13,396,124
Affinity Asset Advisors, LLC 7.6% 1,006,217 +66% 1.2% $12,789,018
Caligan Partners LP 6.3% 833,333 1.5% $10,591,662
Balyasny Asset Management L.P. 6.2% 817,436 0.02% $10,389,612
SILVERARC CAPITAL MANAGEMENT, LLC 5.5% 720,922 1.3% $9,162,919
VANGUARD GROUP INC 5.3% 692,637 +315% 0% $8,803,417
RA CAPITAL MANAGEMENT, L.P. 5% 662,968 -29% 0.1% $8,426,323
BANK OF AMERICA CORP /DE/ 4.6% 605,842 +49% 0% $7,700,252
TCG Crossover Management, LLC 3.7% 483,000 0% 0.3% $6,138,930
Commodore Capital LP 3.7% 483,000 0% 0.3% $6,138,930
CITADEL ADVISORS LLC 3.7% 481,669 0% $6,122,013
Velan Capital Investment Management LP 2% 263,642 +70% 3.1% $3,350,890
ADAGE CAPITAL PARTNERS GP, L.L.C. 2% 258,769 0.01% $3,288,954
BOOTHBAY FUND MANAGEMENT, LLC 1.7% 228,297 +1917% 0.07% $2,901,655
AMERIPRISE FINANCIAL INC 1.6% 213,572 0% $2,714,500
SUPERSTRING CAPITAL MANAGEMENT LP 1.4% 188,080 2.4% $2,390,497
Ally Bridge Group (NY) LLC 1.4% 178,100 1.9% $2,263,651
Ikarian Capital, LLC 1.2% 159,777 +353% 0.46% $2,030,766
BlackRock, Inc. 1.2% 154,251 -1.1% 0% $1,960,531
Deep Track Capital, LP 1.1% 144,600 -75% 0.05% $1,837,866
PERCEPTIVE ADVISORS LLC 1.1% 139,667 0% 0.05% $1,775,168
MILLENNIUM MANAGEMENT LLC 1% 137,431 0% $1,746,748

Institutional Holders of Avalo Therapeutics, Inc. - Class A Common Stock (AVTX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 97,426 $1,769,256 +$429,048 $18.16 2
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