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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
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$3.33K
BFS
352
Bare Financial Services
Pennsylvania
$2.91K -$2.94K -79 -51%
ADL
353
Asset Dedication LLC
California
$2.5K +$2.45K +66 New
KFI
354
Key Financial Inc
Pennsylvania
$2.31K
TWD
355
True Wealth Design
Ohio
$2.19K +$2.08K +56 +2,800%
Optiver Holding
356
Optiver Holding
Netherlands
$2.12K +$2.08K +56 New
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$1.85K -$186 -5 -9%
PWA
358
Physician Wealth Advisors
Utah
$1.78K
PTC
359
Private Trust Company
Ohio
$1.74K +$186 +5 +12%
CJ
360
Caitlin John
Michigan
$1.64K +$1.6K +43 New
RF
361
Rossby Financial
Florida
$1.53K
JWA
362
JFS Wealth Advisors
Pennsylvania
$1.44K -$149 -4 -10%
FFO
363
Fortitude Family Office
Arizona
$1.29K +$483 +13 +62%
CT
364
Clearstead Trust
Maine
$1.25K
PWMG
365
Private Wealth Management Group
New Jersey
$946 -$74 -2 -7%
HNB
366
Huntington National Bank
Ohio
$908
CPG
367
Cornerstone Planning Group
New Jersey
$842 -$706 -19 -46%
MA
368
Montag & Associates
Georgia
$832 +$818 +22 New
MSWA
369
Marshall & Sterling Wealth Advisors
New York
$756
MCM
370
Manchester Capital Management
Vermont
$719
FC
371
Financial Consulate
Maryland
$454 +$446 +12 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$366
AWM
373
Abound Wealth Management
Tennessee
$265
SIC
374
SJS Investment Consulting
Ohio
$190
GK
375
Graney & King
New York
$189

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.