We are live on ! Find out more

403 hedge funds and large institutions have $2.7B invested in Avista in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 160 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.16M

125% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 114

6% more funds holding

Funds holding: 380403 (+23)

1.66% more ownership

Funds ownership: 84.6%86.27% (+1.7%)

4% more capital invested

Capital invested by funds: $2.59B → $2.7B (+$109M)

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
4.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
63
Increased
160
Reduced
114
Closed
28
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$860K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
351
Key Capital Management
Tennessee
$5.16K +$5.23K +134 New
AA
352
Addison Advisors
Vermont
$5.13K
PA
353
Parallel Advisors
California
$5.09K +$351 +9 +7%
ST
354
Smithfield Trust
Pennsylvania
$5K
RFP
355
Root Financial Partners
California
$4.7K +$1.29K +33 +37%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$4.43K
HI
357
Harbour Investments
Wisconsin
$4.19K +$664 +17 +18%
HFS
358
Hughes Financial Services
Virginia
$3.93K +$78 +2 +2%
CFS
359
CGC Financial Services
Oregon
$3.85K
TC
360
Trust Company
Kansas
$3.85K +$3.9K +100 New
AssetMark Inc
361
AssetMark Inc
California
$3.51K -$4.14K -106 -54%
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$3.41K
BBHC
363
Brown Brothers Harriman & Co
New York
$3.35K +$3.4K +87 New
ADL
364
Asset Dedication LLC
California
$2.54K
KFI
365
Key Financial Inc
Pennsylvania
$2.39K
TWD
366
True Wealth Design
Ohio
$2.24K
JWA
367
JFS Wealth Advisors
Pennsylvania
$2.08K +$625 +16 +42%
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$1.89K
BWA
369
Basecamp Wealth Advisors
Washington
$1.81K +$1.83K +47 New
PTC
370
Private Trust Company
Ohio
$1.77K
ADBIC
371
A.D. Beadell Investment Counsel
Wisconsin
$1.71K +$30.7K +785 +2%
CJ
372
Caitlin John
Michigan
$1.65K
KFAS
373
Keating Financial Advisory Services
Kansas
$1.62K +$1.64K +42 New
RF
374
Rossby Financial
Florida
$1.58K
AFC
375
Ares Financial Consulting
California
$1.58K +$1.6K +41 New