We are live on ! Find out more

403 hedge funds and large institutions have $2.84B invested in Avista in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

14% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 126

5% more capital invested

Capital invested by funds: $2.7B → $2.84B (+$134M)

0% more funds holding

Funds holding: 403403 (0)

0.32% less ownership

Funds ownership: 86.27%85.95% (-0.32%)

5% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $3.1M

Holders
403
Holders Change
Holders Change %
0%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
144
Reduced
126
Closed
39
Calls
$2.94M
Puts
$3.1M
Net Calls
-$157K
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$7.03K
AssetMark Inc
352
AssetMark Inc
California
$6.94K +$3.31K +82 +90%
KG
353
Kilter Group
New York
$6.58K +$6.14K +152 +1,267%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$6.5K
AA
355
Addison Advisors
Vermont
$5.34K
WSFS
356
Wilmington Savings Fund Society
Delaware
$5.14K -$161K -4,000 -97%
HI
357
Harbour Investments
Wisconsin
$5.09K +$686 +17 +16%
ST
358
Smithfield Trust
Pennsylvania
$5K
CMBA
359
C.M. Bidwell & Associates
Hawaii
$4.62K
KFAS
360
Keating Financial Advisory Services
Kansas
$4.42K +$2.75K +68 +162%
HFS
361
Hughes Financial Services
Virginia
$4.09K
CFS
362
CGC Financial Services
Oregon
$4.01K
TC
363
Trust Company
Kansas
$4.01K
Mitsubishi UFJ Asset Management
364
Mitsubishi UFJ Asset Management
Japan
$3.53K
BBHC
365
Brown Brothers Harriman & Co
New York
$3.49K
CFO
366
CVA Family Office
Colorado
$3.01K +$3.03K +75 New
ADL
367
Asset Dedication LLC
California
$2.65K
KFI
368
Key Financial Inc
Pennsylvania
$2.49K
TWD
369
True Wealth Design
Ohio
$2.33K
FFO
370
Fortitude Family Office
Arizona
$2.33K -$4.2K -104 -64%
JWM
371
JPL Wealth Management
Colorado
$2.17K +$2.18K +54 New
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$1.97K
PTC
373
Private Trust Company
Ohio
$1.85K
CJ
374
Caitlin John
Michigan
$1.73K
AFC
375
Ares Financial Consulting
California
$1.67K

AVA Hedge Fund Activity: Q1 2026 in Review

403 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2026, worth a combined $2.84B — up 4.9% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AVA positions and 39 closed out — a net gain of 10 holders — while 144 added to existing stakes and 126 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $22.8M. The largest seller was BlackRock, cutting an estimated $18.5M.

  • 403 institutional investors held Avista (AVA) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $2.84B of Avista stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 49 funds opened new Avista positions in Q1 2026 and 39 closed out, a net change of +10 holders.
  • The largest Avista buyer in Q1 2026 was Two Sigma Investments, an estimated $22.8M added.
  • The largest Avista seller in Q1 2026 was BlackRock, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2026.