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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
NRWA
301
North Ridge Wealth Advisors
Oregon
$33.5K
CMA
302
Cedar Mountain Advisors
Oregon
$32.2K
FP
303
Financial Perspectives
Minnesota
$32.2K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$29.1K +$3.57K +94 +16%
SAM
305
Smartleaf Asset Management
Massachusetts
$28.1K -$6.53K -172 -20%
W
306
WealthCollab
Washington
$26.2K
DAM
307
Delta Asset Management
Tennessee
$25.1K
Bessemer Group
308
Bessemer Group
New Jersey
$24K +$4.52K +119 +26%
HCP
309
Hexagon Capital Partners
Arkansas
$22.9K +$6.95K +183 +50%
PGAM
310
Princeton Global Asset Management
New Jersey
$20.9K
QL
311
Quarry LP
New York
$19.4K +$15.7K +415 +865%
AF
312
Advisornet Financial
Minnesota
$18.5K
GEA
313
Glen Eagle Advisors
New Jersey
$16.7K
HWA
314
Heritage Wealth Advisors
Virginia
$16.7K
IWP
315
IAG Wealth Partners
Wisconsin
$16.7K
MG
316
Mather Group
Illinois
$16.7K
DJSG
317
D.J. St. Germain
Massachusetts
$15.8K
MCM
318
MAI Capital Management
Ohio
$15.6K +$38 +1 +0.3%
WF
319
Wayfinding Financial
Washington
$14K +$13K +343 New
FNWM
320
Financial Network Wealth Management
Utah
$14K +$13.6K +358 New
GIA
321
GHP Investment Advisors
Colorado
$13.7K
BIA
322
Bell Investment Advisors
California
$13.4K +$2.09K +55 +21%
C
323
Covestor
United Kingdom
$12K +$342 +9 +3%
BIG
324
Brooklyn Investment Group
New York
$11.7K +$10.6K +279 New
CAL
325
Capital Advisors Ltd
Ohio
$11K

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.