We are live on ! Find out more

380 hedge funds and large institutions have $2.59B invested in Avista in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 142 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $944K

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

2% more funds holding

Funds holding: 371380 (+9)

2% less capital invested

Capital invested by funds: $2.64B → $2.59B (-$46.4M)

4% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 142

1.84% less ownership

Funds ownership: 86.44%84.6% (-1.8%)

Holders
380
Holders Change
+9
Holders Change %
+2.43%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
136
Reduced
142
Closed
27
Calls
$1.59M
Puts
$944K
Net Calls
+$648K
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$261K -$15K -403 -6%
PCS
252
Personal CFO Solutions
New Jersey
$260K +$51.9K +1,395 +25%
DADC
253
D.A. Davidson & Co
Montana
$258K +$74 +2 +0%
AAP
254
Arax Advisory Partners
Colorado
$256K -$5.08M -136,609 -95%
AIP
255
Ameritas Investment Partners
Nebraska
$255K -$55.5K -1,494 -18%
CAP
256
Columbia Advisory Partners
Washington
$253K -$104K -2,809 -30%
ZIC
257
ZWJ Investment Counsel
Georgia
$244K +$17.7K +475 +8%
MFS
258
Mirabella Financial Services
United Kingdom
$239K +$235K +6,319 New
X
259
Xponance
Pennsylvania
$238K +$2.38K +64 +1%
CGH
260
Crossmark Global Holdings
Texas
$230K
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$223K -$272K -7,320 -55%
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$223K -$2.83K -76 -1%
ECM
263
Evergreen Capital Management
Washington
$217K +$213K +5,740 New
II
264
IFM Investors
Australia
$214K
CCC
265
Chelsea Counsel Company
California
$212K -$7.43K -200 -3%
MFG
266
Merit Financial Group
Georgia
$212K +$208K +5,595 New
LAM
267
Longboard Asset Management
Arizona
$208K
BA
268
Bridgewater Associates
Connecticut
$207K +$203K +5,469 New
BCI
269
Brinker Capital Investments
Pennsylvania
$205K -$233K -6,279 -54%
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$203K -$327K -8,810 -62%
VCM
271
Vision Capital Management
Oregon
$203K
SOW
272
State of Wyoming
Wyoming
$202K -$101K -2,723 -34%
HEIP
273
Hudson Edge Investment Partners
New Jersey
$183K -$71.7K -1,929 -29%
TCOV
274
Trust Company of Vermont
Vermont
$179K
Bessemer Group
275
Bessemer Group
New Jersey
$156K +$120K +3,230 +365%

AVA Hedge Fund Activity: Q3 2025 in Review

380 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q3 2025, worth a combined $2.59B — down 1.8% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVA positions and 27 closed out — a net gain of 12 holders — while 136 added to existing stakes and 142 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $37.3M. The largest seller was Millennium Management, cutting an estimated $30.3M.

  • 380 institutional investors held Avista (AVA) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $2.59B of Avista stock for Q3 2025, down 1.8% quarter-over-quarter.
  • 39 funds opened new Avista positions in Q3 2025 and 27 closed out, a net change of +12 holders.
  • The largest Avista buyer in Q3 2025 was First Trust Advisors, an estimated $37.3M added.
  • The largest Avista seller in Q3 2025 was Millennium Management, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2025.