Avalon Holdings
12 hedge funds and large institutions have $880K invested in Avalon Holdings in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.53% more ownership
Funds ownership: 8.88% → 9.41% (+0.53%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8% less funds holding
Funds holding: 13 → 12 (-1)
22% less capital invested
Capital invested by funds: $1.13M → $880K (-$251K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$45K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$38.7K |
| 3 |
Renaissance Technologies
New York
|
+$3.02K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$774 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.09K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$743 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $231K | +$3.02K | +900 | +1% |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $212K | +$774 | +231 | +0.3% |
|
|
WIM
3
Wittenberg Investment Management
Carlisle,
Massachusetts
| $105K | – | – | – |
|
|
BCM
4
Bridgeway Capital Management
Houston,
Texas
| $98K | – | – | – |
|
|
RA
5
Raffles Associates
New York
| $65.2K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $52.7K | -$24.2K | -7,230 | -28% |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $44K | – | – | – |
|
|
8
Geode Capital Management
Boston,
Massachusetts
| $38.1K | +$45K | +13,432 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| $32.8K | +$38.7K | +11,562 | New |
|
10
BlackRock
New York
| $710 | – | – | – |
|
|
JWA
11
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $679 | – | – | – |
|
12
Bank of America
Charlotte,
North Carolina
| $51 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$4.09K | -1,056 | Closed |
|
|
TRCT
15
Tower Research Capital (TRC)
New York
| – | -$743 | -192 | Closed |
|
AWX Hedge Fund Activity: Q1 2025 in Review
12 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q1 2025, worth a combined $880K — down 22% from $1.13M a quarter earlier.
Fund positioning in AWX was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $45K. The largest seller was Susquehanna International Group, cutting an estimated $24.2K.
- 12 institutional investors held Avalon Holdings (AWX) as of Q1 2025, down from 13 in Q4 2024.
- Funds reported $880K of Avalon Holdings stock for Q1 2025, down 22% quarter-over-quarter.
- 2 funds opened new Avalon Holdings positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Avalon Holdings buyer in Q1 2025 was Geode Capital Management, an estimated $45K added.
- The largest Avalon Holdings seller in Q1 2025 was Susquehanna International Group, an estimated $24.2K sold.
Based on aggregated 13F filings for Q1 2025.