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Avista
AVA

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: 371 → 380 (+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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$37.3M
2
WHG
Westwood Holdings Group
Texas
+$25.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$12.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$10.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.3M
2
BlackRock
BlackRock
New York
-$11.6M
3
CSS
Cubist Systematic Strategies
Connecticut
-$10.6M
4
N
Nuveen
North Carolina
-$10.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$8.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
401
Riggs Asset Management
Pennsylvania
– -$6.57K -173 Closed
AGWCA
402
Annis Gardner Whiting Capital Advisors
Florida
– -$1.29K -34 Closed
NC
403
NewSquare Capital
Pennsylvania
– -$380 -10 Closed
WCM
404
WealthTrak Capital Management
Virginia
– -$380 -10 Closed
LFA
405
LGT Financial Advisors
Texas
– -$152 -4 Closed
SS
406
SBI Securities
Japan
– -$152 -4 Closed
CCM
407
Cloud Capital Management
Washington
– +$223 +6 New
13 14 15 16
17

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.