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Algonquin Power & Utilities

233 hedge funds and large institutions have $2.7B invested in Algonquin Power & Utilities in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 229233 (+4)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.4M
Puts
$13.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$11.1K
GRP
202
Global Retirement Partners
California
$11K
NSIM
203
North Star Investment Management
Illinois
$10.3K
MCM
204
MAI Capital Management
Ohio
$9.29K
SPIA
205
Steward Partners Investment Advisory
New York
$9.05K
MEG
206
Millstone Evans Group
Colorado
$8.77K
IA
207
IFP Advisors
Florida
$8.18K
PA
208
Parallel Advisors
California
$8.03K
PS
209
Principal Securities
Iowa
$5.95K
CWM
210
Consultiva Wealth Management
Puerto Rico
$5.71K
AF
211
Allworth Financial
California
$4.71K
W
212
WealthCollab
Washington
$4.12K
TPWA
213
Twin Peaks Wealth Advisors
California
$4.11K
PWA
214
Physician Wealth Advisors
Utah
$3.55K
BIG
215
Brooklyn Investment Group
New York
$2.74K
CPG
216
Cornerstone Planning Group
New Jersey
$2.63K
EWA
217
EverSource Wealth Advisors
Alabama
$2.51K
SIC
218
SJS Investment Consulting
Ohio
$2.29K
BIA
219
Bell Investment Advisors
California
$2.25K
SWP
220
Strategic Wealth Partners
Ohio
$1.8K
SIC
221
Salem Investment Counselors
North Carolina
$1.68K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$1.48K
AssetMark Inc
223
AssetMark Inc
California
$1.44K
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$1.17K
SHM
225
Sagard Holdings Management
Ontario, Canada
$1.16K