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AvalonBay Communities

737 hedge funds and large institutions have $24.2B invested in AvalonBay Communities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 270 increasing their positions, 265 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $26.9B → $24.2B (-$2.65B)

13% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $36M

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

Holders
737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.4M
Puts
$36M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$120K
SWM
552
Spire Wealth Management
Virginia
$114K
HFM
553
Harvest Fund Management
China
$111K
GRP
554
Global Retirement Partners
California
$109K
AUB
555
Atlantic Union Bankshares
Virginia
$108K
SAM
556
Sherman Asset Management
California
$102K
AG
557
AmeriFlex Group
Nevada
$95.8K
ABWM
558
Alpine Bank Wealth Management
Colorado
$93.5K
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$92.1K
CH
560
Cromwell Holdings
Wyoming
$88.9K
TF
561
Tompkins Financial
New York
$86.9K
ASN
562
Advisory Services Network
Georgia
$85.8K
CCA
563
Catalyst Capital Advisors
New York
$83.8K
GXJ
564
Global X Japan
Japan
$75.7K
OL
565
OneFund LLC
Florida
$73.8K
SCM
566
Silvant Capital Management
Georgia
$72.4K
TCOT
567
Trust Company of Toledo
Ohio
$69.3K
BMC
568
Bear Mountain Capital
Washington
$69K
SIM
569
Sentry Investment Management
Wisconsin
$68K
GSWM
570
Golden State Wealth Management
California
$66K
Bank Julius Baer & Co
571
Bank Julius Baer & Co
Switzerland
$65.7K
SS
572
Sunbelt Securities
Texas
$65.1K
T
573
TOBAM
France
$61K
RIM
574
Rakuten Investment Management
Japan
$60.2K
WANY
575
Wealthspire Advisors (New York)
New York
$58.4K