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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
RF
376
Rossby Financial
Florida
$1.67K
BTI
377
Blue Trust Inc
Georgia
$1.54K +$1.13K +28 +280%
IPS
378
Investors Portfolio Services
Washington
$1.22K +$1.21K +30 New
CFM
379
Cornerstone Financial Management
Massachusetts
$1.16K
SEP
380
Signature Equity Partners
Ohio
$1.16K
CPG
381
Cornerstone Planning Group
New Jersey
$901
JWA
382
JFS Wealth Advisors
Pennsylvania
$843 -$1.33K -33 -61%
MSWA
383
Marshall & Sterling Wealth Advisors
New York
$803
MCM
384
Manchester Capital Management
Vermont
$763
SHIM
385
Stone House Investment Management
Pennsylvania
$763 +$767 +19 New
HNB
386
Huntington National Bank
Ohio
$682
WSFG
387
Wall Street Financial Group
Illinois
$642 +$646 +16 New
PWMG
388
Private Wealth Management Group
New Jersey
$603 -$404 -10 -40%
GWM
389
Gilpin Wealth Management
Colorado
$603 +$161 +4 +36%
II
390
Inspire Investing
Idaho
$581
TC
391
Truvestments Capital
Florida
$562 +$565 +14 New
PWA
392
Physician Wealth Advisors
Utah
$522 -$1.05K -26 -67%
BHWM
393
Bay Harbor Wealth Management
Maryland
$521 +$283 +7 +117%
AW
394
Ankerstar Wealth
Texas
$482
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$402
SIC
396
SJS Investment Consulting
Ohio
$402 +$202 +5 +100%
SS
397
SBI Securities
Japan
$281 +$202 +5 +250%
AUB
398
Atlantic Union Bankshares
Virginia
$241 +$242 +6 New
VWM
399
Vermillion Wealth Management
Minnesota
$241 +$242 +6 New
GK
400
Graney & King
New York
$204

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.