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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$269K +$244K +6,434 New
AAS
252
Avantax Advisory Services
Texas
$269K +$7.06K +186 +3%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$266K -$18.4K -484 -7%
SW
254
SteelPeak Wealth
California
$266K -$3.26K -86 -1%
DADC
255
D.A. Davidson & Co
Montana
$262K -$127K -3,338 -35%
CGH
256
Crossmark Global Holdings
Texas
$256K -$2.35K -62 -1%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$256K +$54K +1,422 +30%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$255K -$2.47K -65 -1%
WIA
259
World Investment Advisors
California
$250K -$6.34K -167 -3%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$249K +$18.4K +486 +9%
X
261
Xponance
Pennsylvania
$248K +$11.7K +307 +5%
KIM
262
Kestra Investment Management
Texas
$248K +$225K +5,929 New
PCS
263
Personal CFO Solutions
New Jersey
$247K +$224K +5,900 New
FCBT
264
First Citizens Bank & Trust
North Carolina
$246K +$223K +5,871 New
CCC
265
Chelsea Counsel Company
California
$243K
SC
266
Scotia Capital
Ontario, Canada
$238K -$426K -11,238 -66%
II
267
IFM Investors
Australia
$238K -$177K -4,655 -45%
OAM
268
Oxford Asset Management
United Kingdom
$233K +$212K +5,574 New
TCOV
269
Trust Company of Vermont
Vermont
$230K +$15.2K +400 +8%
VCM
270
Vision Capital Management
Oregon
$224K +$203K +5,357 New
Cerity Partners
271
Cerity Partners
New York
$222K +$202K +5,312 New
JG
272
Jain Global
New York
$222K +$201K +5,300 New
Corient Private Wealth
273
Corient Private Wealth
Florida
$221K -$7.29K -192 -4%
ET
274
Entropy Technologies
New York
$214K +$194K +5,103 New
USAA
275
United Services Automobile Association
Texas
$201K +$186K +4,901 New

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.