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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
CAL
326
Capital Advisors Ltd
Ohio
$12K +$1.56K +42 +16%
BIA
327
Bell Investment Advisors
California
$11.1K -$1.04K -28 -9%
CA
328
Clearstead Advisors
Ohio
$10.5K +$10.4K +279 New
C
329
Covestor
United Kingdom
$10K -$929 -25 -9%
AAS
330
Ameritas Advisory Services
Nebraska
$8.7K -$24.3K -654 -74%
HWM
331
Hemington Wealth Management
Virginia
$8K -$1.19K -32 -12%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$7.56K
AssetMark Inc
333
AssetMark Inc
California
$7.45K +$3.46K +93 +89%
S
334
SignatureFD
Georgia
$7.26K +$6.8K +183 +2,033%
CIAM
335
Caitong International Asset Management
Hong Kong
$6.58K +$6.47K +174 New
WANY
336
Wealthspire Advisors (New York)
New York
$6.47K +$6.36K +171 New
SPIA
337
Steward Partners Investment Advisory
New York
$5.94K +$2.12K +57 +57%
RIL
338
Rothschild Investment LLC
Illinois
$5.37K -$855 -23 -14%
ASN
339
Advisory Services Network
Georgia
$5.34K +$5.24K +141 New
AA
340
Addison Advisors
Vermont
$5.03K -$2.49K -67 -34%
ST
341
Smithfield Trust
Pennsylvania
$5K
Simplex Trading
342
Simplex Trading
Illinois
$5K +$5.39K +145 New
PA
343
Parallel Advisors
California
$4.65K -$632 -17 -12%
CMBA
344
C.M. Bidwell & Associates
Hawaii
$4.35K
HFS
345
Hughes Financial Services
Virginia
$4.11K
CFS
346
CGC Financial Services
Oregon
$3.78K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$3.78K
HI
348
Harbour Investments
Wisconsin
$3.5K -$3.83K -103 -53%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$3.48K -$4.94K -133 -59%
RFP
350
Root Financial Partners
California
$3.37K +$3.31K +89 New

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.