A
Advo
AD • XNYS
Advo is a publicly traded company on XNYS, led by Anthony J. Carlson, with a market cap of $4.8B. As of Q3 2025, 20% of shares are held by 145 institutional investors, with BANK OF AMERICA CORP /DE/ as the largest holder at 2.81%.
CEOAnthony J. Carlson
Market Cap$4.8B
Overview
Overview of institutional ownership in AD as of Q3 2025 with a market cap of $4.3B
All Institutions
- Institutions
- 145
- Value Held
- $847.5M
- Shares Held
- 17.0M
- Avg Position
- $5.8M
- Median Position
- $407.9K
Hedge Funds
- Hedge Funds
- 26
- Value Held
- $239.5M
- Shares Held
- 4.8M
- Avg Position
- $9.2M
- Median Position
- $759.7K
Ownership Breakdown
Based on market cap of $4.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in AD as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $121.5M 0.01% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $110.6M 0.02% of portfolio |
J Jericho Capital Asset Management L.P. Hedge Fund•Long/Short | $90.8M 0.95% of portfolio |
 VANGUARD GROUP INC Institution | $72.9M 0.00% of portfolio |
N Newtyn Management, LLC Hedge Fund•Event Driven | $67.5M 8.26% of portfolio |
G GAMCO INVESTORS, INC. ET AL Institution | $52.5M 0.51% of portfolio |
 LOOMIS SAYLES & CO L P Long Only Manager | $37.9M 0.05% of portfolio |
 OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy | $36.2M 0.77% of portfolio |
 GABELLI FUNDS LLC Long Only Manager | $28.0M 0.19% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $21.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AD in Q3 2025
- Traded
- +$841.8M
- Buyers
- 142
- Sellers
- 2
- Total Bought
- +$842.1M
- Total Sold
- −$347.0K
- Avg Position
- $5.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$121.5M +2.4M shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | +$110.6M +2.2M shares |
J Jericho Capital Asset Management L.P. Hedge Fund•Long/Short | +$90.8M +1.8M shares |
VANGUARD GROUP INC Institution | +$72.9M +1.5M shares |
N Newtyn Management, LLC Hedge Fund•Event Driven | +$67.5M +1.4M shares |
G GAMCO INVESTORS, INC. ET AL Institution | +$52.5M +1.0M shares |
LOOMIS SAYLES & CO L P Long Only Manager | +$37.9M +757.0K shares |
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy | +$36.2M +724.4K shares |
GABELLI FUNDS LLC Long Only Manager | +$28.0M +560.0K shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$21.8M +435.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S State of Wyoming Institution | −$346.5K −5.4K shares |
 Kestra Investment Management, LLC Long Only Manager | −$554.0 −8.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AD in Q3 2025
- New Positions
- 137
- New Value
- $710.4M
- Exited Positions
- 2
- Exited Value
- $347.0K
New Positions
| Institution | Position Value |
|---|---|
DIMENSIONAL FUND ADVISORS LP Long Only Manager | $110.6M 2.2M shares |
J Jericho Capital Asset Management L.P. Hedge Fund•Long/Short | $90.8M 1.8M shares |
VANGUARD GROUP INC Institution | $72.9M 1.5M shares |
N Newtyn Management, LLC Hedge Fund•Event Driven | $67.5M 1.4M shares |
G GAMCO INVESTORS, INC. ET AL Institution | $52.5M 1.0M shares |
LOOMIS SAYLES & CO L P Long Only Manager | $37.9M 757.0K shares |
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy | $36.2M 724.4K shares |
GABELLI FUNDS LLC Long Only Manager | $28.0M 560.0K shares |
A AMERICAN CENTURY COMPANIES INC Institution | $21.8M 435.7K shares |
 BlackRock, Inc. Institution | $18.3M 365.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S State of Wyoming Institution | $346.5K 5.4K shares |
Kestra Investment Management, LLC Long Only Manager | $554.0 8.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AD as of Q3 2025
- Call Positions
- 4
- Call Value
- $12.3M
- Put Positions
- 3
- Put Value
- $11.4M
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $8.4M 1.7K contracts |
J JANE STREET GROUP, LLC Institution | $3.1M 619.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $735.1K 147.0 contracts |
N NOMURA HOLDINGS INC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $6.7M 1.3K contracts |
J JANE STREET GROUP, LLC Institution | $3.4M 685.0 contracts |
 TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $1.3M 252.0 contracts |
Most Committed Institutions
Institutions with AD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
N Newtyn Management, LLC Hedge Fund•Event Driven | 8.26% $67.5M |
T Tricadia Capital Management, LLC Hedge Fund•Distressed | 4.48% $7.2M |
J Jericho Capital Asset Management L.P. Hedge Fund•Long/Short | 0.95% $90.8M |
OAKTREE CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy | 0.77% $36.2M |
 Promus Capital, LLC RIA/Wealth | 0.62% $968.9K |
G GAMCO INVESTORS, INC. ET AL Institution | 0.51% $52.5M |
 Colony Capital, Inc. Institution | 0.42% $5.1M |
 MARINER INVESTMENT GROUP LLC Hedge Fund•Multi-Strategy | 0.41% $1.1M |
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets | 0.33% $4.9M |
 Diametric Capital, LP Hedge Fund•Long/Short | 0.21% $567.3K |
Hedge Fund Spotlight
Discover hedge funds investing in AD
ExodusPoint Capital Management, LP
Hedge Fund • Multi-Strategy
Portfolio ManagerMichael Robert Gelband
- Portfolio Value
- $7.1B
- Positions
- 1,352
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Advo
- Market Value
- $1.2M
- Shares Held
- 24.8K
- Portfolio Weight
- 0.02%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $306.1M | 4.29% | |
Regulated Electric Utilities | $103.0M | 1.44% | |
Semiconductors Technology | $79.9M | 1.12% |
