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 31 Dec 2025
Q4 2025
Total 13F shares
8,217,986
Total reported value
$149,238,885
% of total 13F portfolios
0%
Share change
+2,883,450
Value change
+$55,002,980
Number of holders
38
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 31 Dec 2025, 38 institutional investors reported holding 8,217,986 shares of Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (AVTX). This represents 44% 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 44% 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
Nantahala Capital Management, LLC 6.7% 1,235,000 0% 1.3% $22,427,600
Affinity Asset Advisors, LLC 5.7% 1,051,054 +4.5% 1.4% $19,087,141
VANGUARD GROUP INC 4.3% 804,084 +16% 0% $14,602,165
SILVERARC CAPITAL MANAGEMENT, LLC 2.8% 524,436 -27% 1.4% $9,523,758
MARSHALL WACE, LLP 2.7% 507,550 +806% 0.01% $9,217,107
UBS Group AG 2.6% 477,816 +957% 0% $8,677,138
JENNISON ASSOCIATES LLC 2.6% 475,625 0.01% $8,637,350
Soleus Capital Management, L.P. 2.4% 441,978 0.34% $8,026,320
Patient Square Capital LP 1.7% 311,966 +212% 1.2% $5,665,303
BlackRock, Inc. 1.6% 289,571 +88% 0% $5,258,610
MORGAN STANLEY 1.4% 264,907 +2648970% 0% $4,810,711
Velan Capital Investment Management LP 1.4% 263,642 0% 2.8% $4,787,739
BNP PARIBAS FINANCIAL MARKETS 1.1% 197,747 0% 0% $3,591,086
NAN FUNG TRINITY (HK) LTD 1% 189,000 0.27% $3,432,240
JANE STREET GROUP, LLC 0.97% 178,855 0% $3,248,007
GEODE CAPITAL MANAGEMENT, LLC 0.9% 166,152 +59% 0% $3,018,294
DEUTSCHE BANK AG\ 0.81% 150,000 0% $2,724,000
Moody Aldrich Partners LLC 0.72% 133,231 0.45% $2,419,475
BARCLAYS PLC 0.57% 105,814 +1032% 0% $1,921,582
Aberdeen Group plc 0.52% 95,426 +31% 0% $1,732,936
STATE STREET CORP 0.43% 79,254 +74% 0% $1,439,253
GOLDMAN SACHS GROUP INC 0.35% 65,313 0% $1,186,084
JPMORGAN CHASE & CO 0.24% 44,431 +2725% 0% $806,867
Walleye Capital LLC 0.23% 41,693 -6.8% 0% $757,145
Squarepoint Ops LLC 0.22% 40,854 0% $741,909

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