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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
CMP
701
Coston McIsaac & Partners
Maine
$2K +$2.73K +14 New
DF
702
Dunhill Financial
United Kingdom
$1.99K – – –
DWM
703
Dogwood Wealth Management
Kansas
$1.93K -$4.67K -24 -71%
IWM
704
IMG Wealth Management
Florida
$1.93K – – –
PPA
705
Painted Porch Advisors
California
$1.93K – – –
WW
706
Winnow Wealth
Texas
$1.75K +$1.75K +9 New
WSFS
707
Wilmington Savings Fund Society
Delaware
$1.54K -$120K -614 -99%
TFM
708
TFC Financial Management
Massachusetts
$1.35K – – –
TWD
709
True Wealth Design
Ohio
$1.35K +$195 +1 +17%
CFD
710
Creative Financial Designs
Indiana
$1.35K -$195 -1 -13%
BFS
711
Bare Financial Services
Pennsylvania
$1.35K +$1.36K +7 New
CMA
712
Cedar Mountain Advisors
Oregon
$1.35K +$1.36K +7 New
CWP
713
Clark Wealth Partners
Illinois
$1.27K – – –
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.17K +$1.17K +6 New
AFG
715
Albion Financial Group
Utah
$1.16K – – –
KG
716
Kilter Group
New York
$1.16K +$974 +5 +500%
FNWA
717
Financial Network Wealth Advisors
Utah
$1.16K – – –
EB
718
Eastern Bank
Massachusetts
$1.16K +$1.17K +6 New
CAL
719
Capital Advisors Ltd
Ohio
$1K – – –
NWM
720
Navigoe Wealth Management
California
$1K +$1.75K +9 New
VWA
721
Valued Wealth Advisors
Utah
$975 – – –
SC
722
SouthState Corp
Florida
$966 -$2.92K -15 -75%
TCA
723
Trifecta Capital Advisors
Illinois
$966 – – –
FC
724
Financial Consulate
Maryland
$966 +$974 +5 New
CAC
725
Core Alternative Capital
Georgia
$773 -$30.2K -155 -97%
27 28
29
30 31

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.