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AvalonBay Communities

777 hedge funds and large institutions have $28.6B invested in AvalonBay Communities in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

12% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 263

2% more funds holding

Funds holding: 762777 (+15)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.65% less ownership

Funds ownership: 94.17%93.52% (-0.65%)

3% less capital invested

Capital invested by funds: $29.5B → $28.6B (-$916M)

61% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $47.5M

Holders
777
Holders Change
+15
Holders Change %
+1.97%
% of All Funds
10.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
94
Increased
294
Reduced
263
Closed
70
Calls
$18.4M
Puts
$47.5M
Net Calls
-$29.1M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$397K -$15.6K -72 -4%
SB
502
Strategic Blueprint
Georgia
$396K +$23.7K +109 +6%
ICP
503
Interchange Capital Partners
Pennsylvania
$393K +$398K +1,833 New
HWM
504
HB Wealth Management
Georgia
$388K +$82.5K +380 +27%
FC
505
Farringdon Capital
United Kingdom
$386K -$452K -2,082 -54%
LP
506
LMR Partners
United Kingdom
$386K +$391K +1,799 New
FGP
507
Freestone Grove Partners
California
$371K +$375K +1,728 New
KPWS
508
Kestra Private Wealth Services
Texas
$363K +$6.08K +28 +2%
AIC
509
Archer Investment Corporation
Indiana
$361K
FTWA
510
Fifth Third Wealth Advisors
Ohio
$359K +$2.39K +11 +0.7%
GSEP
511
Golden State Equity Partners
California
$356K +$13K +60 +4%
GT
512
Glenmede Trust
Pennsylvania
$355K +$10.6K +49 +3%
BHPW
513
Beverly Hills Private Wealth
California
$351K -$31.3K -144 -8%
WA
514
Wealth Alliance
New York
$350K +$24.3K +112 +7%
FPAS
515
Focus Partners Advisor Solutions
Missouri
$348K +$65.3K +301 +23%
B
516
Bailard
California
$343K +$7.16K +33 +2%
S
517
SignatureFD
Georgia
$337K -$9.55K -44 -3%
MF
518
Magnetar Financial
Illinois
$334K +$338K +1,558 New
PCP
519
Perbak Capital Partners
United Kingdom
$332K +$336K +1,547 New
BA
520
Bristlecone Advisors
Washington
$329K
FMLI
521
Fukoku Mutual Life Insurance
Japan
$325K
HF
522
HRT Financial
New York
$321K +$325K +1,499 New
AIS
523
American Investment Services
Massachusetts
$318K +$3.69K +17 +1%
ACA
524
Atlas Capital Advisors
Wyoming
$317K
QWP
525
Quotient Wealth Partners
Texas
$316K -$94.9K -437 -23%