We are live on ! Find out more

374 hedge funds and large institutions have $2.88B invested in Avista in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

95% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.25M

46% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 96

13% more capital invested

Capital invested by funds: $2.54B → $2.88B (+$340M)

13% more funds holding

Funds holding: 332374 (+42)

1.72% less ownership

Funds ownership: 87.85%86.12% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
374
Holders Change
+42
Holders Change %
+12.65%
% of All Funds
5.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
73
Increased
140
Reduced
96
Closed
29
Calls
$2.43M
Puts
$1.25M
Net Calls
+$1.18M
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
CAP
226
Columbia Advisory Partners
Washington
$398K +$3.49K +92 +1%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$390K +$353K +9,312 New
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$379K +$23.5K +620 +7%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$379K
PTC
230
Petrus Trust Company
Texas
$377K -$171K -4,506 -33%
QC
231
Quantessence Capital
New York
$356K +$323K +8,500 New
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$354K -$113K -2,971 -26%
Allianz Asset Management
233
Allianz Asset Management
Germany
$353K -$70.8K -1,865 -18%
I
234
InceptionR
California
$352K +$319K +8,398 New
FMTC
235
Farmers & Merchants Trust Company
California
$350K
AFA
236
Avant Financial Advisors
Texas
$339K
AIP
237
Ameritas Investment Partners
Nebraska
$332K
SFS
238
Sowell Financial Services
Arkansas
$331K +$300K +7,916 New
SC
239
SummitTX Capital
Texas
$321K +$291K +7,660 New
ICM
240
IMS Capital Management
Oregon
$321K -$217K -5,712 -43%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$316K -$10.2K -270 -3%
IFG
242
Independent Financial Group
California
$316K +$286K +7,544 New
PPW
243
Parcion Private Wealth
Washington
$307K
AC
244
AXQ Capital
New Jersey
$305K +$276K +7,278 New
HEIP
245
Hudson Edge Investment Partners
New Jersey
$301K -$5.24K -138 -2%
PS
246
Principal Securities
Iowa
$298K
ECM
247
Everence Capital Management
Indiana
$296K
CC
248
Centiva Capital
New York
$284K +$258K +6,793 New
CWM
249
Challenger Wealth Management
California
$272K
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$272K -$1.63K -43 -0.7%

AVA Hedge Fund Activity: Q1 2025 in Review

374 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2025, worth a combined $2.88B — up 13% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AVA positions and 29 closed out — a net gain of 44 holders — while 140 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $43.8M. The largest seller was Public Sector Pension Investment Board (PSP Investments), cutting an estimated $126M.

  • 374 institutional investors held Avista (AVA) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $2.88B of Avista stock for Q1 2025, up 13% quarter-over-quarter.
  • 73 funds opened new Avista positions in Q1 2025 and 29 closed out, a net change of +44 holders.
  • The largest Avista buyer in Q1 2025 was Millennium Management, an estimated $43.8M added.
  • The largest Avista seller in Q1 2025 was Public Sector Pension Investment Board (PSP Investments), an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.