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Avista
AVA

Overview Fund Activity

374 hedge funds and large institutions have $2.85B invested in Avista in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 139 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+42
Holders Change %
+12.65%
% of All Funds
5.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
139
Reduced
96
Closed
29
Calls
$2.43M
Puts
$1.25M
Net Calls
+$1.18M
Net Calls Change
+$198K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$57.4M
2
Jane Street
2
Jane Street
New York
$21M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$19.6M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$12.6M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
1
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M
2
BlackRock
2
BlackRock
New York
$561M
3
NI
3
Nuance Investments
Missouri
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$27.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
251
Neuberger Berman Group
New York
$269K +$269K +6,434 New
AAS
252
Avantax Advisory Services
Texas
$269K +$7.79K +186 +3%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$266K -$20.3K -484 -7%
SW
254
SteelPeak Wealth
California
$266K -$3.6K -86 -1%
DADC
255
D.A. Davidson & Co
Montana
$262K -$140K -3,338 -35%
CGH
256
Crossmark Global Holdings
Texas
$256K -$2.6K -62 -1%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$256K +$58.3K +1,422 +30%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$255K -$2.72K -65 -1%
WIA
259
World Investment Advisors
California
$250K -$6.99K -167 -3%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$249K +$20.3K +486 +9%
X
261
Xponance
Pennsylvania
$248K +$12.9K +307 +5%
KIM
262
Kestra Investment Management
Texas
$248K +$248K +5,929 New
PCS
263
Personal CFO Solutions
New Jersey
$247K +$247K +5,900 New
FCBT
264
First Citizens Bank & Trust
North Carolina
$246K +$246K +5,871 New
CCC
265
Chelsea Counsel Company
California
$243K – – –
SC
266
Scotia Capital
Ontario, Canada
$238K -$471K -11,238 -66%
II
267
IFM Investors
Australia
$238K -$195K -4,655 -45%
OAM
268
Oxford Asset Management
United Kingdom
$233K +$233K +5,574 New
TCOV
269
Trust Company of Vermont
Vermont
$230K +$16.7K +400 +8%
VCM
270
Vision Capital Management
Oregon
$224K +$224K +5,357 New
Cerity Partners
271
Cerity Partners
New York
$222K +$222K +5,312 New
JG
272
Jain Global
New York
$222K +$222K +5,300 New
Corient Private Wealth
273
Corient Private Wealth
Florida
$221K -$8.04K -192 -4%
ET
274
Entropy Technologies
New York
$214K +$214K +5,103 New
USAA
275
United Services Automobile Association
Texas
$201K +$201K +4,901 New
9 10
11
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