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, 156 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
4.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
156
Reduced
107
Closed
42
Calls
$1.97M
Puts
$865K
Net Calls
+$1.11M
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
251
Lido Advisors
California
$258K +$258K +6,801 New
VA
252
Vident Advisory
Georgia
$258K -$249K -6,548 -49%
HEIP
253
Hudson Edge Investment Partners
New Jersey
$256K -$16.2K -427 -6%
CWM
254
Challenger Wealth Management
California
$247K
SG Americas Securities
255
SG Americas Securities
New York
$245K -$1.43M -37,820 -85%
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
$241K +$241K +6,338 New
Cerity Partners
257
Cerity Partners
New York
$239K +$37.4K +986 +19%
X
258
Xponance
Pennsylvania
$236K +$11.1K +292 +5%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$231K -$17.5K -457 -7%
CGH
260
Crossmark Global Holdings
Texas
$231K -$835 -22 -0.4%
ZIC
261
ZWJ Investment Counsel
Georgia
$227K +$227K +5,990 New
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$226K +$226K +5,951 New
MM
263
MQS Management
New York
$224K +$224K +5,903 New
SW
264
SteelPeak Wealth
California
$222K -$18.9K -499 -8%
AAS
265
Avantax Advisory Services
Texas
$220K -$24K -632 -10%
CCC
266
Chelsea Counsel Company
California
$220K
II
267
IFM Investors
Australia
$215K
LAM
268
Longboard Asset Management
Arizona
$209K +$209K +5,506 New
PCS
269
Personal CFO Solutions
New Jersey
$208K -$15.5K -409 -7%
VCM
270
Vision Capital Management
Oregon
$203K
JAM
271
Jupiter Asset Management
United Kingdom
$201K -$16.1M -424,910 -99%
TCOV
272
Trust Company of Vermont
Vermont
$179K -$29K -765 -14%
WSFS
273
Wilmington Savings Fund Society
Delaware
$152K
PD
274
Point72 (DIFC)
United Arab Emirates
$148K -$640K -16,861 -81%
FDP
275
Financiere des Professionnels
Quebec, Canada
$144K +$144K +3,791 New