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Algonquin Power & Utilities

231 hedge funds and large institutions have $2.36B invested in Algonquin Power & Utilities in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $6.08M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 70

25% more capital invested

Capital invested by funds: $1.9B → $2.36B (+$467M)

4.29% more ownership

Funds ownership: 55.59%59.88% (+4.3%)

3% more funds holding

Funds holding: 225231 (+6)

Holders
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
94
Reduced
70
Closed
22
Calls
$35.4M
Puts
$6.08M
Net Calls
+$29.3M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
201
Millstone Evans Group
Colorado
$7.86K
CWM
202
Consultiva Wealth Management
Puerto Rico
$7.39K +$4.72K +1,000 New
PA
203
Parallel Advisors
California
$7.35K +$1.92K +407 +40%
MCM
204
MAI Capital Management
Ohio
$5.22K
W
205
WealthCollab
Washington
$3.7K +$3.39K +719 New
PWA
206
Physician Wealth Advisors
Utah
$3.18K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$2.9K -$9.53K -2,019 -78%
AF
208
Allworth Financial
California
$2.83K +$2.52K +534 New
TSMHT
209
Thurston Springer Miller Herd & Titak
Indiana
$2.79K +$33 +7 +1%
SW
210
SVB Wealth
Massachusetts
$2.55K -$49.8K -10,540 -96%
EWA
211
EverSource Wealth Advisors
Alabama
$2.47K -$3.92K -830 -63%
BIG
212
Brooklyn Investment Group
New York
$2.46K +$1.19K +253 +112%
SIC
213
SJS Investment Consulting
Ohio
$2.06K
BIA
214
Bell Investment Advisors
California
$2.02K +$670 +142 +57%
CPG
215
Cornerstone Planning Group
New Jersey
$1.89K
Group One Trading
216
Group One Trading
Illinois
$1.71K +$1.57K +333 New
SIC
217
Salem Investment Counselors
North Carolina
$1.51K
CFO
218
CVA Family Office
Colorado
$1.16K
HCP
219
Hexagon Capital Partners
Arkansas
$1.11K +$444 +94 +77%
RhumbLine Advisers
220
RhumbLine Advisers
Massachusetts
$1.05K
GIS
221
Grayhawk Investment Strategies
Alberta, Canada
$1.04K
TFA
222
Transamerica Financial Advisors
Florida
$1K
VNA
223
Valley National Advisers
Pennsylvania
$1K
SO
224
Sierra Ocean
California
$961
CCM
225
Coldstream Capital Management
Washington
$900 +$826 +175 New