Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVISTA CORP (AVA)

387 + Investors. Track Smart Money conviction in AVA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — AVA

Based on 398 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
398 hedge funds hold AVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

220 buying153 selling
Last quarter: 220 funds bought or added vs 153 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new AVA position: 77 → 45 → 37 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new
253 out of 398 hedge funds have held AVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

50 → 77 → 45 → 37 → 63 new funds/Q
New funds entering each quarter: 77 → 45 → 37 → 63. AVA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Of 402 current holders: 271 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
55 of 398 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AVA

In 2025 Q4, 220 hedge funds were net buyers of AVA (63 opened a new position, 157 added to an existing one), while 153 reduced or exited (113 trimmed, 40 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in AVA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 398.

Hedge Fund Ownership: AVA

How many hedge funds hold AVA — quarterly history vs. share price
Quarterly hedge fund ownership of AVA vs. share price

Market Analysis: AVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AVISTA CORP (AVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVA has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
AVA
+6.9%
XLU
-4.2%

AVA outperformed XLU by +11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
AVA
+0.2%
XLU
+0.2%

Since the filing became public, AVA outperformed XLU by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 0 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AVA
2026 Q1 Stats Unlock in 1 days 387 + Investors

Track Smart Money conviction in AVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 387 365 6.03%
13F Shares 71M 69M 3.08%
Total Value $2.72B $2.59B 5.35%
New Positions 60 36 +24
Increased Positions 162 137 +25
Closed Positions 39 31 +8
Reduced Positions 111 139 -28
Total Calls 3 3 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 0.67 Bullish

Statistics: AVA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

387 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of AVA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.82% 5,506 $221K
2 Bruce & Co., Inc. 2.31% 201,500 $8.1M
3 NUANCE INVESTMENTS, LLC 2.03% 363,217 $14.6M
4 MOODY ALDRICH PARTNERS LLC 1.22% 169,211 $6.8M
5 OLD REPUBLIC INTERNATIONAL CORP 0.95% 597,500 $24K
6 WESTWOOD HOLDINGS GROUP INC 0.74% 2,538,065 $101.9M
7 Sound Income Strategies, LLC 0.58% 294,142 $12.0M
8 RICHARDS, MERRILL & PETERSON, INC. 0.49% 33,460 $1.3M
9 RWC Asset Management LLP 0.43% 255,371 $10.3M
10 Meiji Yasuda Asset Management Co Ltd. 0.41% 206,368 $8.3M
11 ALGERT GLOBAL LLC 0.39% 638,807 $26K
12 AIGEN INVESTMENT MANAGEMENT, LP 0.35% 33,533 $1.3M
13 GRACE & WHITE INC /NY 0.34% 48,400 $1.9M
14 Edgestream Partners, L.P. 0.31% 237,641 $9.5M
15 Odyssean, LLC 0.28% 19,218 $771K
16 KENNEDY CAPITAL MANAGEMENT LLC 0.26% 301,363 $12.1M
17 Neo Ivy Capital Management 0.24% 22,754 $913K
18 Avant Financial Advisors LLC 0.23% 8,099 $325K
19 GAMCO INVESTORS, INC. ET AL 0.22% 549,732 $22.1M
20 Convergence Investment Partners, LLC 0.21% 32,077 $1.3M
21 CWA Asset Management Group, LLC 0.20% 148,202 $5.9M
22 Advisors Asset Management, Inc. 0.18% 276,701 $11.1M
23 PEREGRINE CAPITAL MANAGEMENT LLC 0.18% 121,902 $4.9M
24 New Age Alpha Advisors, LLC 0.15% 82,050 $3.3M
25 denkapparat Operations GmbH 0.15% 8,850 $355K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVISTA CORP (AVA)

What does the Smart Money Trend signal show for AVA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVA?

Slight buying edge — 59% buying: Last quarter: 220 funds bought or added vs 153 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVA holders?

Elite ownership — 50% AUM from top-100 funds: 55 of 398 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVA?

64% of holders stayed for 2+ years: 253 out of 398 hedge funds have held AVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy AVISTA CORP (AVA) following the 2026 Q1 hedge fund 13F filings?

As of today, AVA has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), AVA has gained +6.9% vs -4.2% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.