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Algonquin Power & Utilities

245 hedge funds and large institutions have $3.21B invested in Algonquin Power & Utilities in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.72B → $3.21B (+$491M)

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

2.02% more ownership

Funds ownership: 65.85%67.87% (+2%)

0% more funds holding

Funds holding: 244245 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

22% less call options, than puts

Call options by funds: $2.87M | Put options by funds: $3.66M

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
84
Reduced
86
Closed
28
Calls
$2.87M
Puts
$3.66M
Net Calls
-$793K
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$2.87K -$2.9K -489 -51%
MCM
227
MAI Capital Management
Ohio
$2.7K
SIC
228
SJS Investment Consulting
Ohio
$2.46K
BIA
229
Bell Investment Advisors
California
$2.41K
CPG
230
Cornerstone Planning Group
New Jersey
$2.38K +$1.65K +278 +335%
CBT
231
Crews Bank & Trust
Florida
$2.26K
SWP
232
Strategic Wealth Partners
Ohio
$1.94K
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$1.26K
LFG
234
Larson Financial Group
Missouri
$1K +$451 +76 +87%
VNA
235
Valley National Advisers
Pennsylvania
$1K
CFM
236
Cornerstone Financial Management
Massachusetts
$498 +$481 +81 New
TPCW
237
TD Private Client Wealth
New York
$222 +$214 +36 New
BTI
238
Blue Trust Inc
Georgia
$129 -$12.7K -2,141 -99%
CIAM
239
Caitong International Asset Management
Hong Kong
$129 +$77 +13 +163%
TFA
240
Transamerica Financial Advisors
Florida
$86 -$6 -1 -7%
ADBIC
241
A.D. Beadell Investment Counsel
Wisconsin
$76
Optiver Holding
242
Optiver Holding
Netherlands
$18 +$18 +3 New
CFFP
243
Center for Financial Planning
Michigan
$13
BWL
244
Bogart Wealth LLC
Virginia
$6
MSC
245
MUFG Securities (Canada)
New York
-$6.22M -1,156,483 Closed
AFM
246
Anson Funds Management
Texas
-$5.91M -1,100,000 Closed
ZP
247
Zimmer Partners
New York
-$4.3M -800,000 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
-$4M -746,873 Closed
Lazard Asset Management
249
Lazard Asset Management
New York
-$1.8M -335,141 Closed
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
-$1.8M -335,111 Closed

AQN Hedge Fund Activity: Q4 2025 in Review

245 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q4 2025, worth a combined $3.21B — up 18% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AQN positions and 28 closed out — a net gain of 5 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $119M. The largest seller was Royal Bank of Canada, cutting an estimated $66.6M.

  • 245 institutional investors held Algonquin Power & Utilities (AQN) as of Q4 2025, up from 244 in Q3 2025.
  • Funds reported $3.21B of Algonquin Power & Utilities stock for Q4 2025, up 18% quarter-over-quarter.
  • 33 funds opened new Algonquin Power & Utilities positions in Q4 2025 and 28 closed out, a net change of +5 holders.
  • The largest Algonquin Power & Utilities buyer in Q4 2025 was EdgePoint Investment Group, an estimated $119M added.
  • The largest Algonquin Power & Utilities seller in Q4 2025 was Royal Bank of Canada, an estimated $66.6M sold.

Based on aggregated 13F filings for Q4 2025.