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403 hedge funds and large institutions have $2.84B invested in Avista in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

5% more capital invested

Capital invested by funds: $2.7B → $2.84B (+$134M)

0% more funds holding

Funds holding: 403403 (0)

0.32% less ownership

Funds ownership: 86.27%85.95% (-0.32%)

5% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $3.1M

Holders
403
Holders Change
Holders Change %
0%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
144
Reduced
126
Closed
39
Calls
$2.94M
Puts
$3.1M
Net Calls
-$157K
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$470K +$62.5K +1,547 +15%
SFS
227
Sowell Financial Services
Arkansas
$470K -$32.8K -813 -6%
DWP
228
Daymark Wealth Partners
Ohio
$448K +$11.2K +278 +3%
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$429K
US Bancorp
230
US Bancorp
Minnesota
$416K -$45.4K -1,125 -10%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$412K +$1.78K +44 +0.4%
MC
232
Moors & Cabot
Massachusetts
$407K -$1.61K -40 -0.4%
MFG
233
Merit Financial Group
Georgia
$398K +$120K +2,969 +43%
DADC
234
D.A. Davidson & Co
Montana
$396K
BHCM
235
Brevan Howard Capital Management
Jersey
$386K -$1.36M -33,618 -78%
TRCT
236
Tower Research Capital (TRC)
New York
$382K +$235K +5,818 +157%
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$377K -$301K -7,451 -44%
MOACM
238
Mutual of America Capital Management
New York
$374K +$484 +12 +0.1%
Lido Advisors
239
Lido Advisors
California
$365K +$46.8K +1,158 +15%
PPW
240
Parcion Private Wealth
Washington
$363K +$11.9K +296 +3%
SFA
241
Sequoia Financial Advisors
Ohio
$362K +$15.5K +385 +4%
EC
242
EntryPoint Capital
New York
$357K
VI
243
Vestcor Inc
New Brunswick, Canada
$356K +$359K +8,880 New
DO
244
denkapparat Operations
Germany
$355K
KAS
245
Kestra Advisory Services
Texas
$355K -$281K -6,951 -44%
LNWTC
246
Laird Norton Wetherby Trust Company
Washington
$348K -$6.5K -161 -2%
AC
247
AlphaCore Capital
California
$344K -$54K -1,338 -14%
QC
248
Quadrature Capital
United Kingdom
$340K +$342K +8,459 New
FMTC
249
Farmers & Merchants Trust Company
California
$335K
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$332K -$3.07K -76 -0.9%

AVA Hedge Fund Activity: Q1 2026 in Review

403 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2026, worth a combined $2.84B — up 4.9% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 39 closed out — a net gain of 10 holders — while 144 added to existing stakes and 126 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $22.8M. The largest seller was BlackRock, cutting an estimated $18.5M.

  • 403 institutional investors held Avista (AVA) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $2.84B of Avista stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q1 2026 and 39 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q1 2026 was Two Sigma Investments, an estimated $22.8M added.
  • The largest Avista seller in Q1 2026 was BlackRock, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2026.