We are live on ! Find out more

374 hedge funds and large institutions have $2.88B invested in Avista in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

95% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.25M

46% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 96

13% more capital invested

Capital invested by funds: $2.54B → $2.88B (+$340M)

13% more funds holding

Funds holding: 332374 (+42)

1.72% less ownership

Funds ownership: 87.85%86.12% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
374
Holders Change
+42
Holders Change %
+12.65%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
73
Increased
140
Reduced
96
Closed
29
Calls
$2.43M
Puts
$1.25M
Net Calls
+$1.18M
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$561M -$76.9M -2,026,886 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$434M +$3.77M +99,365 +1%
State Street
3
State Street
Massachusetts
$201M -$6.81M -179,532 -4%
Ameriprise
4
Ameriprise
Minnesota
$124M -$322K -8,476 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$80.1M +$3.16M +83,147 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64M -$481K -12,686 -0.8%
WHG
7
Westwood Holdings Group
Texas
$57.9M +$3.94M +103,844 +8%
Millennium Management
8
Millennium Management
New York
$57.4M +$43.8M +1,153,389 +531%
Charles Schwab
9
Charles Schwab
California
$53M +$514K +13,545 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$48.8M -$715K -18,831 -2%
Morgan Stanley
11
Morgan Stanley
New York
$46.8M +$5.4M +142,294 +15%
Invesco
12
Invesco
Georgia
$45.9M -$7.09M -186,819 -15%
Northern Trust
13
Northern Trust
Illinois
$42.6M -$309K -8,141 -0.8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$40.2M -$92.2K -2,430 -0.3%
Norges Bank
15
Norges Bank
Norway
$40M +$8.13M +214,314 +29%
Goldman Sachs
16
Goldman Sachs
New York
$29.7M -$10.5M -276,914 -28%
Prudential Financial
17
Prudential Financial
New Jersey
$27.6M -$13.6M -359,181 -35%
ORIO
18
Old Republic International (ORI)
Illinois
$25M
Legal & General Group
19
Legal & General Group
United Kingdom
$21.4M -$205K -5,393 -1%
Jane Street
20
Jane Street
New York
$21M +$18.8M +496,318 +8,223%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$20.9M +$3.67M +96,734 +24%
Bank of America
22
Bank of America
North Carolina
$20.3M +$6.34M +166,979 +53%
JP Morgan Chase
23
JP Morgan Chase
New York
$20.2M +$83.6K +2,202 +0.5%
CSS
24
Cubist Systematic Strategies
Connecticut
$19.6M +$17.8M +469,190 New
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$19.3M +$17.4M +459,816 New

AVA Hedge Fund Activity: Q1 2025 in Review

374 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avista (AVA) for Q1 2025, worth a combined $2.88B — up 13% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AVA positions and 29 closed out — a net gain of 44 holders — while 140 added to existing stakes and 96 trimmed.

The largest buyer was Millennium Management, adding an estimated $43.8M. The largest seller was Public Sector Pension Investment Board (PSP Investments), cutting an estimated $126M.

  • 374 institutional investors held Avista (AVA) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $2.88B of Avista stock for Q1 2025, up 13% quarter-over-quarter.
  • 73 funds opened new Avista positions in Q1 2025 and 29 closed out, a net change of +44 holders.
  • The largest Avista buyer in Q1 2025 was Millennium Management, an estimated $43.8M added.
  • The largest Avista seller in Q1 2025 was Public Sector Pension Investment Board (PSP Investments), an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.