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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
JWA
351
JFS Wealth Advisors
Pennsylvania
$1.76K -$38 -1 -2%
PTC
352
Private Trust Company
Ohio
$1.72K
RF
353
Rossby Financial
Florida
$1.69K +$1.56K +41 New
TPCW
354
TD Private Client Wealth
New York
$1.68K +$1.52K +40 New
BFS
355
Bare Financial Services
Pennsylvania
$1.59K +$1.44K +38 New
PWMG
356
Private Wealth Management Group
New Jersey
$1.17K +$114 +3 +12%
HNB
357
Huntington National Bank
Ohio
$1K
CPG
358
Cornerstone Planning Group
New Jersey
$913
SC
359
Stephens Consulting
Michigan
$838 +$759 +20 New
MSWA
360
Marshall & Sterling Wealth Advisors
New York
$837
CFD
361
Creative Financial Designs
Indiana
$837 +$759 +20 New
MCM
362
Manchester Capital Management
Vermont
$796
SIC
363
SJS Investment Consulting
Ohio
$461 +$114 +3 +38%
GFPC
364
Global Financial Private Client
Florida
$461 +$304 +8 +267%
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$419
WCM
366
WealthTrak Capital Management
Virginia
$419
PBK
367
Peoples Bank (Kansas)
Kansas
$418
AWM
368
Abound Wealth Management
Tennessee
$294
GK
369
Graney & King
New York
$209
SS
370
SBI Securities
Japan
$167 -$1.97K -52 -93%
BHWM
371
Bay Harbor Wealth Management
Maryland
$125 +$114 +3 New
TWD
372
True Wealth Design
Ohio
$84
PWM
373
Parkworth Wealth Management
California
$42
HIA
374
HFM Investment Advisors
New Jersey
$42 +$38 +1 New
NI
375
Nuance Investments
Missouri
-$28.8M -784,923 Closed

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.