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Avista
AVA

371 hedge funds and large institutions have $2.64B invested in Avista in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $865K

44% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 108

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

0.32% more ownership

Funds ownership: 86.12% → 86.44% (+0.32%)

1% less funds holding

Funds holding: 374 → 371 (-3)

8% less capital invested

Capital invested by funds: $2.88B → $2.64B (-$242M)

Holders
371
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
4.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
155
Reduced
108
Closed
44
Calls
$1.97M
Puts
$865K
Net Calls
+$1.11M
Net Calls Change
-$74K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$40.5M
2
WHG
Westwood Holdings Group
Texas
+$28.7M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
State Street
State Street
Massachusetts
+$15.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$45.2M
2
DFG
Demars Financial Group
Washington
-$26.1M
3
JAM
Jupiter Asset Management
United Kingdom
-$16.8M
4
Jane Street
Jane Street
New York
-$15.6M
5
Prudential Financial
Prudential Financial
New Jersey
-$8.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$355K +$134K +3,385 +57%
PS
227
Principal Securities
Iowa
$346K +$38.9K +986 +12%
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$344K -$347K -8,800 -49%
DO
229
denkapparat Operations
Germany
$336K +$349K +8,850 New
SFS
230
Sowell Financial Services
Arkansas
$335K +$35.5K +900 +11%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$322K -$23K -584 -6%
FMTC
232
Farmers & Merchants Trust Company
California
$320K +$3.23K +82 +1%
MSAM
233
Moloney Securities Asset Management
Missouri
$313K +$326K +8,255 New
AIP
234
Ameritas Investment Partners
Nebraska
$312K +$11.6K +295 +4%
AFA
235
Avant Financial Advisors
Texas
$307K – – –
SOW
236
State of Wyoming
Wyoming
$306K +$195K +4,954 +160%
KAS
237
Kestra Advisory Services
Texas
$297K +$308K +7,820 New
TRCT
238
Tower Research Capital (TRC)
New York
$292K +$229K +5,813 +308%
ICM
239
IMS Capital Management
Oregon
$291K +$473 +12 +0.2%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$286K – – –
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$285K +$45.6K +1,157 +18%
PPW
242
Parcion Private Wealth
Washington
$282K +$4.3K +109 +1%
Neuberger Berman Group
243
Neuberger Berman Group
New York
$277K +$34.2K +866 +13%
Jones Financial Companies
244
Jones Financial Companies
Missouri
$272K +$39.5K +1,001 +16%
PAS
245
Point72 Asia (Singapore)
Singapore
$268K -$167K -4,222 -37%
SGI
246
Summit Global Investments
Utah
$268K +$278K +7,052 New
TC
247
TwinBeech Capital
New York
$263K -$813K -20,605 -75%
VT
248
Vise Technologies
New York
$260K +$270K +6,854 New
DADC
249
D.A. Davidson & Co
Montana
$259K +$22K +558 +9%
Lido Advisors
250
Lido Advisors
California
$258K +$268K +6,801 New
8 9
10
11 12

AVA Hedge Fund Activity: Q2 2025 in Review

371 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q2 2025, worth a combined $2.64B — down 8.4% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVA positions and 44 closed out — a net gain of 1 holder — while 155 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $40.5M. The largest seller was Ameriprise, cutting an estimated $45.2M.

  • 371 institutional investors held Avista (AVA) as of Q2 2025, down from 374 in Q1 2025.
  • Funds reported $2.64B of Avista stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 45 funds opened new Avista positions in Q2 2025 and 44 closed out, a net change of +1 holder.
  • The largest Avista buyer in Q2 2025 was BlackRock, an estimated $40.5M added.
  • The largest Avista seller in Q2 2025 was Ameriprise, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2025.