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332 hedge funds and large institutions have $2.54B invested in Avista in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $615K

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

1.5% more ownership

Funds ownership: 86.35%87.85% (+1.5%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

1% more funds holding

Funds holding: 330332 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.63B → $2.54B (-$87.1M)

Holders
332
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
120
Reduced
100
Closed
45
Calls
$1.6M
Puts
$615K
Net Calls
+$982K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EP Wealth Advisors
California
$230K +$21.6K +575 +10%
AAS
227
Avantax Advisory Services
Texas
$229K -$14K -374 -6%
CGH
228
Crossmark Global Holdings
Texas
$227K -$1.05K -28 -0.5%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$226K -$31.9K -850 -12%
WIA
230
World Investment Advisors
California
$225K -$24.4K -650 -10%
Jane Street
231
Jane Street
New York
$221K -$3.09M -82,210 -93%
ASN
232
Advisory Services Network
Georgia
$215K +$220K +5,866 New
CCC
233
Chelsea Counsel Company
California
$212K
X
234
Xponance
Pennsylvania
$206K +$211K +5,627 New
Corient Private Wealth
235
Corient Private Wealth
Florida
$200K -$4.84K -129 -2%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$200K +$206K +5,472 New
TCOV
237
Trust Company of Vermont
Vermont
$187K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$176K +$181K +4,809 New
VEA
239
Virtus ETF Advisers
New York
$169K -$7.96K -212 -4%
KBC Group
240
KBC Group
Belgium
$152K +$77K +2,050 +98%
WSFS
241
Wilmington Savings Fund Society
Delaware
$147K
IA
242
IFP Advisors
Florida
$105K +$150 +4 +0.1%
EWA
243
EverSource Wealth Advisors
Alabama
$88.7K +$57.1K +1,520 +169%
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$77.4K -$526 -14 -0.7%
NFSG
245
Newbridge Financial Services Group
Florida
$68K +$45.1K +1,202 +184%
EB
246
Eastern Bank
Massachusetts
$67.5K +$52.3K +1,392 +309%
BTI
247
Blue Trust Inc
Georgia
$63.4K -$49.9K -1,329 -43%
CFGS
248
Concourse Financial Group Securities
Alabama
$63.2K -$376 -10 -0.6%
VCM
249
Versant Capital Management
Arizona
$63.1K +$19.5K +518 +43%
SAM
250
Shell Asset Management
Netherlands
$55K -$714 -19 -1%

AVA Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q4 2024, worth a combined $2.54B — down 3.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 45 closed out — a net gain of 4 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Westwood Holdings Group, cutting an estimated $14.3M.

  • 332 institutional investors held Avista (AVA) as of Q4 2024, up from 330 in Q3 2024.
  • Funds reported $2.54B of Avista stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q4 2024 and 45 closed out, a net change of +4 holders.
  • The largest Avista buyer in Q4 2024 was BlackRock, an estimated $22.9M added.
  • The largest Avista seller in Q4 2024 was Westwood Holdings Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.