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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
NRWA
301
North Ridge Wealth Advisors
Oregon
$30.2K
CMA
302
Cedar Mountain Advisors
Oregon
$29.1K
FP
303
Financial Perspectives
Minnesota
$29K
SL
304
Salomon & Ludwin
Virginia
$25.6K +$25.7K +692 New
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$24.3K -$372 -10 -2%
EB
306
Eastern Bank
Massachusetts
$24.3K
SAM
307
Smartleaf Asset Management
Massachusetts
$24.2K +$5.43K +146 +29%
HFS
308
Hantz Financial Services
Michigan
$24K +$335 +9 +1%
W
309
WealthCollab
Washington
$23.7K
DAM
310
Delta Asset Management
Tennessee
$22.7K
HNB
311
Hilltop National Bank
Wyoming
$22.7K
TFA
312
Transamerica Financial Advisors
Florida
$19.6K +$19.3K +518 New
GRP
313
Global Retirement Partners
California
$19.2K -$5.91K -159 -24%
EP
314
Essential Partners
California
$19K -$4.83K -130 -21%
PGAM
315
Princeton Global Asset Management
New Jersey
$18.9K
AF
316
Advisornet Financial
Minnesota
$16.7K
GEA
317
Glen Eagle Advisors
New Jersey
$15.1K
HWA
318
Heritage Wealth Advisors
Virginia
$15.1K
IWP
319
IAG Wealth Partners
Wisconsin
$15.1K
MG
320
Mather Group
Illinois
$15.1K +$14.9K +400 New
DJSG
321
D.J. St. Germain
Massachusetts
$14.3K
MCM
322
MAI Capital Management
Ohio
$14.2K -$9.14K -246 -39%
SAM
323
Shell Asset Management
Netherlands
$14K -$34.2K -919 -71%
UB
324
UMB Bank
Missouri
$12.6K -$483 -13 -4%
GIA
325
GHP Investment Advisors
Colorado
$12.4K

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.