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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: 371380 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$712K +$158K +4,238 +29%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$694K -$4.76K -128 -0.7%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$693K -$3.72K -100 -0.5%
GIM
179
Glenmede Investment Management
Pennsylvania
$688K -$111K -2,983 -14%
B
180
Bailard
California
$673K +$26K +700 +4%
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$668K -$6.5K -175 -1%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$622K
FCBT
183
First Citizens Bank & Trust
North Carolina
$618K -$60.7K -1,633 -9%
JIR
184
James Investment Research
Ohio
$605K +$127K +3,417 +27%
BPC
185
Bryce Point Capital
New York
$604K +$593K +15,964 New
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$604K -$75.8K -2,040 -11%
HI
187
Horizon Investments
North Carolina
$593K -$709K -19,063 -55%
DS
188
DRW Securities
Illinois
$579K +$169K +4,537 +41%
KAS
189
Kestra Advisory Services
Texas
$574K +$274K +7,372 +94%
IF
190
Intrua Financial
Texas
$569K +$51.1K +1,375 +10%
MAS
191
Meeder Advisory Services
Ohio
$560K -$92.5K -2,488 -14%
OAM
192
Oxford Asset Management
United Kingdom
$559K +$550K +14,791 New
VPIM
193
Vanguard Personalized Indexing Management
California
$551K +$28.1K +757 +5%
KeyBank National Association
194
KeyBank National Association
Ohio
$538K +$35.6K +957 +7%
SPS
195
Susquehanna Portfolio Strategies
Pennsylvania
$524K -$1.7M -45,840 -77%
PAS
196
Point72 Asia (Singapore)
Singapore
$515K +$244K +6,551 +93%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$511K +$42.7K +1,148 +9%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$510K +$15.9K +427 +3%
Renaissance Technologies
199
Renaissance Technologies
New York
$507K -$4.75M -127,900 -91%
MM
200
MQS Management
New York
$498K +$270K +7,274 +123%

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.