Avista
AVA • NYSE
Avista is a diversified utilities company in the utilities sector on NYSE, led by Heather L. Rosentrater, with a market cap of $3.1B. As of Q3 2025, 85% of shares are held by 376 institutional investors, with BlackRock, Inc. as the largest holder at 17.41%.
President and Chief Executive OfficerHeather L. Rosentrater
Market Cap$3.1B
Diversified Utilities
Utilities
Employees1.9K
Websiteavistacorp.com
Country
United States of America
Overview
Overview of institutional ownership in AVA as of Q3 2025 with a market cap of $3.1B
All Institutions
- Institutions
- 376
- Value Held
- $2.6B
- Shares Held
- 68.6M
- Avg Position
- $6.9M
- Median Position
- $576.9K
Hedge Funds
- Hedge Funds
- 43
- Value Held
- $147.7M
- Shares Held
- 3.9M
- Avg Position
- $3.4M
- Median Position
- $1.5M
Ownership Breakdown
Based on market cap of $3.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in AVA as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $533.9M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $409.7M 0.01% of portfolio |
 STATE STREET CORP Institution | $198.9M 0.01% of portfolio |
 WESTWOOD HOLDINGS GROUP INC Institution | $106.1M 0.77% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $74.8M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $60.8M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $58.6M 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $57.0M 0.01% of portfolio |
 FIRST TRUST ADVISORS LP ETF Provider | $48.5M 0.04% of portfolio |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $46.5M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVA in Q3 2025
- Traded
- −$2.1M
- Buyers
- 177
- Sellers
- 165
- Total Bought
- +$200.0M
- Total Sold
- −$202.2M
- Avg Position
- $6.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | +$37.9M +1.0M shares |
WESTWOOD HOLDINGS GROUP INC Institution | +$26.3M +695.5K shares |
Q Qube Research & Technologies Ltd Institution | +$15.8M +418.2K shares |
S SEI INVESTMENTS CO Institution | +$12.3M +326.5K shares |
 LOOMIS SAYLES & CO L P Long Only Manager | +$11.0M +291.4K shares |
I Invenomic Capital Management LP Hedge Fund•Long/Short | +$7.0M +185.5K shares |
H HRT FINANCIAL LLC Institution | +$6.5M +173.1K shares |
VANGUARD GROUP INC Institution | +$6.4M +170.4K shares |
 UBS Group AG Institution | +$4.6M +122.2K shares |
 Invesco Ltd. ETF Provider | +$4.4M +117.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$30.8M −815.2K shares |
B BlackRock, Inc. Institution | −$11.8M −312.1K shares |
C Cubist Systematic Strategies, LLC Institution | −$10.8M −284.6K shares |
N Nuveen, LLC Institution | −$10.7M −283.8K shares |
A Assenagon Asset Management S.A. Institution | −$8.5M −226.1K shares |
AMERIPRISE FINANCIAL INC Institution | −$7.8M −207.1K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | −$6.5M −172.3K shares |
 ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant | −$6.4M −169.3K shares |
 PRUDENTIAL FINANCIAL INC Institution | −$6.1M −160.8K shares |
H HSBC HOLDINGS PLC Institution | −$5.3M −141.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVA in Q3 2025
- New Positions
- 15
- New Value
- $3.7M
- Exited Positions
- 27
- Exited Value
- $13.0M
New Positions
| Institution | Position Value |
|---|---|
G GRACE & WHITE INC /NY RIA/Wealth | $1.9M 50.1K shares |
B Bryce Point Capital, LLC Hedge Fund•Market Neutral | $603.6K 16.0K shares |
V Vise Technologies, Inc. Institution | $343.6K 9.1K shares |
 Venturi Wealth Management, LLC RIA/Wealth | $314.7K 8.3K shares |
 Sequoia Financial Advisors, LLC RIA/Wealth | $265.0K 7.0K shares |
 Merit Financial Group, LLC RIA/Wealth | $211.6K 5.6K shares |
S Salomon & Ludwin, LLC Institution | $25.6K 692.0 shares |
 Hartland & Co., LLC RIA/Wealth | $10.5K 279.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $6.5K 171.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $3.4K 89.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.8M 99.8K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $1.5M 39.9K shares |
W Winton Capital Group Ltd Institution | $1.1M 27.9K shares |
 JENNISON ASSOCIATES LLC Long Only Manager | $926.9K 24.4K shares |
S S.A.C. Capital Advisors Ltd. Institution | $912.0K 24.0K shares |
 ARP AMERICAS LLC Hedge Fund•Multi-Strategy | $815.9K 21.5K shares |
 Demars Financial Group, LLC RIA/Wealth | $752.4K 19.8K shares |
N Neo Ivy Capital Management Hedge Fund•Quant | $700.1K 18.4K shares |
 AIGEN INVESTMENT MANAGEMENT, LP Hedge Fund•Long/Short | $504.1K 13.3K shares |
 GREAT LAKES ADVISORS, LLC Long Only Manager | $447.1K 11.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVA as of Q3 2025
- Call Positions
- 4
- Call Value
- $1.4M
- Put Positions
- 2
- Put Value
- $865.8K
Call Positions
| Institution | Position Value |
|---|---|
W WOLVERINE TRADING, LLC Institution | $484.4K 129.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $472.6K 125.0 contracts |
J JANE STREET GROUP, LLC Institution | $457.5K 121.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $461.3K 122.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $404.6K 107.0 contracts |
Most Committed Institutions
Institutions with AVA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Bruce & Co., Inc. Long Only Manager | 2.36% $7.6M |
A A. D. Beadell Investment Counsel, Inc. Institution | 1.39% $1.6M |
 NUANCE INVESTMENTS, LLC Long Only Manager | 1.11% $10.9M |
R RWC Asset Management LLP Institution | 0.90% $16.1M |
 MOODY ALDRICH PARTNERS LLC Long Only Manager | 0.87% $4.6M |
 OLD REPUBLIC INTERNATIONAL CORP Institution | 0.84% $22.6M |
WESTWOOD HOLDINGS GROUP INC Institution | 0.77% $106.1M |
B Buck Wealth Strategies, LLC RIA/Wealth | 0.75% $5.4M |
B Bryce Point Capital, LLC Hedge Fund•Market Neutral | 0.74% $603.6K |
 RICHARDS, MERRILL & PETERSON, INC. RIA/Wealth | 0.57% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in AVA
M
MQS Management LLC
Hedge Fund • Global Macro
Portfolio ManagerRobert Yale Gelfond
- Portfolio Value
- $171.4M
- Positions
- 404
- Last Reported
- Q3 2025
Sector Allocation
Position in Avista
- Market Value
- $498.2K
- Shares Held
- 13.2K
- Portfolio Weight
- 0.29%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
REIT - Retail Real Estate | $1.3M | 0.77% | |
Travel Lodging Consumer Cyclical | $1.2M | 0.71% | |
Oil & Gas Equipment & Services Energy | $1.2M | 0.70% |
