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402 hedge funds and large institutions have $2.84B invested in Avista in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 48 | 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 (+$133M)

0% less funds holding

Funds holding: 403402 (-1)

0.33% less ownership

Funds ownership: 86.27%85.93% (-0.33%)

5% less call options, than puts

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

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
4.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
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
AssetMark Inc
351
AssetMark Inc
California
$6.94K +$3.31K +82 +90%
KG
352
Kilter Group
New York
$6.58K +$6.14K +152 +1,267%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$6.5K
AA
354
Addison Advisors
Vermont
$5.34K
WSFS
355
Wilmington Savings Fund Society
Delaware
$5.14K -$161K -4,000 -97%
HI
356
Harbour Investments
Wisconsin
$5.09K +$686 +17 +16%
ST
357
Smithfield Trust
Pennsylvania
$5K
CMBA
358
C.M. Bidwell & Associates
Hawaii
$4.62K
KFAS
359
Keating Financial Advisory Services
Kansas
$4.42K +$2.75K +68 +162%
HFS
360
Hughes Financial Services
Virginia
$4.09K
CFS
361
CGC Financial Services
Oregon
$4.01K
TC
362
Trust Company
Kansas
$4.01K
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$3.53K
BBHC
364
Brown Brothers Harriman & Co
New York
$3.49K
CFO
365
CVA Family Office
Colorado
$3.01K +$3.03K +75 New
ADL
366
Asset Dedication LLC
California
$2.65K
KFI
367
Key Financial Inc
Pennsylvania
$2.49K
TWD
368
True Wealth Design
Ohio
$2.33K
FFO
369
Fortitude Family Office
Arizona
$2.33K -$4.2K -104 -64%
JWM
370
JPL Wealth Management
Colorado
$2.17K +$2.18K +54 New
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$1.97K
PTC
372
Private Trust Company
Ohio
$1.85K
CJ
373
Caitlin John
Michigan
$1.73K
AFC
374
Ares Financial Consulting
California
$1.67K
RF
375
Rossby Financial
Florida
$1.67K