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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

AVTA was delisted on the 27th of November, 2023.

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1 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $26 → $26 ($0)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter

AVTA Hedge Fund Activity: Q2 2025 in Review

1 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2025, worth a combined $26 — unchanged from a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of AVTA and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

  • 1 institutional investor held Avantax, Inc. Common Stock (AVTA) as of Q2 2025, down from 2 in Q1 2025.
  • Funds reported $26 of Avantax, Inc. Common Stock stock for Q2 2025, unchanged quarter-over-quarter.
  • 0 funds opened new Avantax, Inc. Common Stock positions in Q2 2025 and 1 closed out, a net change of -1 holder.

Based on aggregated 13F filings for Q2 2025.