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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
BTI
376
Blue Trust Inc
Georgia
$1.54K +$1.13K +28 +280%
IPS
377
Investors Portfolio Services
Washington
$1.22K +$1.21K +30 New
CFM
378
Cornerstone Financial Management
Massachusetts
$1.16K
SEP
379
Signature Equity Partners
Ohio
$1.16K
CPG
380
Cornerstone Planning Group
New Jersey
$901
JWA
381
JFS Wealth Advisors
Pennsylvania
$843 -$1.33K -33 -61%
MSWA
382
Marshall & Sterling Wealth Advisors
New York
$803
MCM
383
Manchester Capital Management
Vermont
$763
SHIM
384
Stone House Investment Management
Pennsylvania
$763 +$767 +19 New
HNB
385
Huntington National Bank
Ohio
$682
WSFG
386
Wall Street Financial Group
Illinois
$642 +$646 +16 New
PWMG
387
Private Wealth Management Group
New Jersey
$603 -$404 -10 -40%
GWM
388
Gilpin Wealth Management
Colorado
$603 +$161 +4 +36%
II
389
Inspire Investing
Idaho
$581
TC
390
Truvestments Capital
Florida
$562 +$565 +14 New
PWA
391
Physician Wealth Advisors
Utah
$522 -$1.05K -26 -67%
BHWM
392
Bay Harbor Wealth Management
Maryland
$521 +$283 +7 +117%
AW
393
Ankerstar Wealth
Texas
$482
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$402
SIC
395
SJS Investment Consulting
Ohio
$402 +$202 +5 +100%
SS
396
SBI Securities
Japan
$281 +$202 +5 +250%
AUB
397
Atlantic Union Bankshares
Virginia
$241 +$242 +6 New
VWM
398
Vermillion Wealth Management
Minnesota
$241 +$242 +6 New
GK
399
Graney & King
New York
$204
RWM
400
Rialto Wealth Management
New York
$121 -$81 -2 -40%