We are live on ! Find out more

291 hedge funds and large institutions have $7.28B invested in Avis in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 83 increasing their positions, 95 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

22% more capital invested

Capital invested by funds: $5.94B → $7.28B (+$1.34B)

10.13% more ownership

Funds ownership: 131.54%141.67% (+10%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

3% less funds holding

Funds holding: 300291 (-9)

13% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 95

31% less call options, than puts

Call options by funds: $312M | Put options by funds: $451M

Holders
291
Holders Change
-9
Holders Change %
-3%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
53
Increased
83
Reduced
95
Closed
56
Calls
$312M
Puts
$451M
Net Calls
-$139M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$2.33K +$456 +4 +33%
KFAS
252
Keating Financial Advisory Services
Kansas
$2.33K +$1.25K +11 +220%
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$2.19K
CFO
254
CVA Family Office
Colorado
$2.19K +$1.71K +15 New
SPIA
255
Steward Partners Investment Advisory
New York
$2.19K +$1.71K +15 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.04K
OAJ
257
Ogorek Anthony Joseph
New York
$2K -$342 -3 -18%
PWA
258
Physician Wealth Advisors
Utah
$1.9K
RCM
259
Raleigh Capital Management
North Carolina
$1.9K +$1.48K +13 New
BCWM
260
Bartlett & Co Wealth Management
Ohio
$1.85K +$114 +1 +10%
SAM
261
Smartleaf Asset Management
Massachusetts
$1.63K +$114 +1 +9%
BIA
262
Bell Investment Advisors
California
$1.6K -$684 -6 -35%
FFO
263
Fortitude Family Office
Arizona
$1.6K -$1.6K -14 -56%
CA
264
Clearstead Advisors
Ohio
$1.46K -$6.04K -53 -84%
Walleye Capital
265
Walleye Capital
New York
$1.31K -$553K -4,852 -100%
S
266
Sachetta
Massachusetts
$1.17K
HFS
267
Hughes Financial Services
Virginia
$1.17K +$114 +1 +14%
MCM
268
MV Capital Management
Maryland
$1.02K -$114 -1 -13%
BWL
269
Bogart Wealth LLC
Virginia
$1.02K +$798 +7 New
TPCW
270
TD Private Client Wealth
New York
$1.02K +$798 +7 New
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$876 -$114 -1 -14%
SWM
272
Spire Wealth Management
Virginia
$729 +$570 +5 New
SIC
273
SJS Investment Consulting
Ohio
$584 -$26.2K -230 -98%
KG
274
Kilter Group
New York
$584 -$456 -4 -50%
BHWM
275
Bay Harbor Wealth Management
Maryland
$583 -$114 -1 -20%