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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
HWM
326
Hemington Wealth Management
Virginia
$11K +$797 +21 +8%
UB
327
UMB Bank
Missouri
$10.9K +$2.73K +72 +38%
SW
328
SVB Wealth
Massachusetts
$9.42K +$8.54K +225 New
HFS
329
Hantz Financial Services
Michigan
$9K +$8.43K +222 New
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$7.91K
RIL
331
Rothschild Investment LLC
Illinois
$7.33K +$2.66K +70 +67%
SO
332
Sierra Ocean
California
$6.24K
ST
333
Smithfield Trust
Pennsylvania
$5K
CMBA
334
C.M. Bidwell & Associates
Hawaii
$4.82K +$4.36K +115 New
RAM
335
Riggs Asset Management
Pennsylvania
$4.4K
HFS
336
Hughes Financial Services
Virginia
$4.23K +$3.79K +100 New
SPIA
337
Steward Partners Investment Advisory
New York
$4.19K -$3.79K -100 -50%
CFS
338
CGC Financial Services
Oregon
$4.19K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$4.19K +$228 +6 +6%
HI
340
Harbour Investments
Wisconsin
$3.77K +$38 +1 +1%
Mitsubishi UFJ Asset Management
341
Mitsubishi UFJ Asset Management
Japan
$3.69K
PA
342
Parallel Advisors
California
$3.56K
LFG
343
Larson Financial Group
Missouri
$3.1K +$1.67K +44 +147%
NFSG
344
Newbridge Financial Services Group
Florida
$2.88K -$67.8K -1,787 -96%
KFI
345
Key Financial Inc
Pennsylvania
$2.6K
PFBT
346
Parkside Financial Bank & Trust
Missouri
$2.56K +$1.71K +45 +281%
SWC
347
Spectrum Wealth Counsel
Indiana
$2.51K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$2.26K
NC
349
NewSquare Capital
Pennsylvania
$2.09K +$1.9K +50 New
FFO
350
Fortitude Family Office
Arizona
$2.05K

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.