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AvalonBay Communities
AVB

740 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, 272 increasing their positions, 266 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 266

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

3% less funds holding

Funds holding: 763 → 740 (-23)

4.7% less ownership

Funds ownership: 92.79% → 88.09% (-4.7%)

10% less capital invested

Capital invested by funds: $26.9B → $24.2B (-$2.66B)

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
740
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
9.71%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
272
Reduced
266
Closed
99
Calls
$31.4M
Puts
$36M
Net Calls
-$4.6M
Net Calls Change
-$778K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$198M
2
BlackRock
BlackRock
New York
+$112M
3
Charles Schwab
Charles Schwab
California
+$88.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.4M
5
Morgan Stanley
Morgan Stanley
New York
+$76.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$245M
2
Capital World Investors
Capital World Investors
California
-$162M
3
Citadel Advisors
Citadel Advisors
Florida
-$108M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.3M
5
WP
Woodline Partners
California
-$61.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
676
Financial Management Professionals
Texas
$4.48K -$2.53K -13 -36%
JWM
677
JPL Wealth Management
Colorado
$4.44K +$4.48K +23 New
MSWM
678
Mowery & Schoenfeld Wealth Management
Illinois
$3.89K -$33.9K -174 -90%
NB
679
NBT Bank
New York
$3.86K – – –
RFP
680
Root Financial Partners
California
$3.86K +$3.9K +20 New
RTL
681
Red Tortoise LLC
Georgia
$3.67K – – –
AWM
682
Activest Wealth Management
Florida
$3.67K +$1.56K +8 +73%
HIW
683
Holos Integrated Wealth
Pennsylvania
$3.51K – – –
AWM
684
Abound Wealth Management
Tennessee
$3.29K – – –
LSA
685
Leonteq Securities AG
Switzerland
$3.28K +$3.31K +17 New
AP
686
Aspect Partners
Virginia
$3.09K – – –
AA
687
Addison Advisors
Vermont
$3.09K +$584 +3 +23%
HDIM
688
Hanson & Doremus Investment Management
Vermont
$3K +$2.73K +14 New
PP
689
PFS Partners
New Jersey
$2.9K +$2.92K +15 New
MA
690
MCF Advisors
Kentucky
$2.71K – – –
WA
691
WPG Advisers
Maryland
$2.7K -$5.06K -26 -65%
NS
692
NBC Securities
Alabama
$2.7K – – –
FHC
693
First Horizon Corporation
Tennessee
$2.7K +$2.73K +14 New
SGK
694
Steigerwald Gordon & Koch
Virginia
$2.7K +$2.73K +14 New
WOC
695
West Oak Capital
California
$2.69K -$23.4K -120 -8%
HNW
696
High Note Wealth
Minnesota
$2.32K -$1.36K -7 -37%
STB
697
S&T Bank
Pennsylvania
$2.32K -$1.17K -6 -33%
CWM
698
Copia Wealth Management
Oregon
$2.32K – – –
WWA
699
Wealth Watch Advisors
Colorado
$2.13K +$2.14K +11 New
HBW
700
Hazlett, Burt & Watson
West Virginia
$2K – – –
26 27
28
29 30

AVB Hedge Fund Activity: Q3 2025 in Review

740 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2025, worth a combined $24.2B — down 9.9% from $26.9B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of AVB and 86 opened new positions — a net loss of 13 holders — while 266 trimmed existing stakes and 272 added.

The largest buyer was Bank of America, adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $245M.

  • 740 institutional investors held AvalonBay Communities (AVB) as of Q3 2025, down from 763 in Q2 2025.
  • Funds reported $24.2B of AvalonBay Communities stock for Q3 2025, down 9.9% quarter-over-quarter.
  • 86 funds opened new AvalonBay Communities positions in Q3 2025 and 99 closed out, a net change of -13 holders.
  • The largest AvalonBay Communities buyer in Q3 2025 was Bank of America, an estimated $198M added.
  • The largest AvalonBay Communities seller in Q3 2025 was Wellington Management Group, an estimated $245M sold.

Based on aggregated 13F filings for Q3 2025.