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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
II
201
Inspire Investing
Idaho
$498K +$490K +13,170 New
TC
202
TwinBeech Capital
New York
$496K +$230K +6,183 +89%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$482K -$48.5K -1,306 -9%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$466K +$21.2K +571 +5%
PD
205
Point72 (DIFC)
United Arab Emirates
$461K +$308K +8,288 +213%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$451K -$184K -4,937 -29%
SFI
207
SPC Financial Inc
Maryland
$450K
BC
208
Bridgefront Capital
Texas
$445K -$100K -2,696 -19%
MSRPS
209
Maryland State Retirement & Pension System
Maryland
$444K -$444K -11,938 -50%
KIM
210
Kestra Investment Management
Texas
$437K -$17.7K -476 -4%
CAU
211
Caxton Associates (UK)
$435K -$58.7K -1,579 -12%
SFS
212
Sowell Financial Services
Arkansas
$418K +$83K +2,233 +25%
GCP
213
GSA Capital Partners
United Kingdom
$413K -$89.5K -2,409 -18%
DWP
214
Daymark Wealth Partners
Ohio
$411K
I
215
InceptionR
California
$408K -$42.5K -1,144 -10%
Mitsubishi UFJ Trust & Banking
216
Mitsubishi UFJ Trust & Banking
Japan
$404K +$60.5K +1,627 +18%
JF
217
Jump Financial
Illinois
$393K -$1.08M -29,099 -74%
SGI
218
Summit Global Investments
Utah
$376K +$107K +2,881 +41%
MC
219
Moors & Cabot
Massachusetts
$375K -$3.72K -100 -1%
SIMG
220
Sonora Investment Management Group
Arizona
$375K -$8.21K -221 -2%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$352K -$1.56K -42 -0.4%
VT
222
Vise Technologies
New York
$344K +$83.1K +2,235 +33%
MOACM
223
Mutual of America Capital Management
New York
$344K -$47K -1,263 -12%
PS
224
Principal Securities
Iowa
$342K -$2.6K -70 -0.8%
EC
225
EntryPoint Capital
New York
$337K -$181K -4,877 -35%

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.