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Algonquin Power & Utilities
AQN

Overview Fund Activity

231 hedge funds and large institutions have $2.7B invested in Algonquin Power & Utilities in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
41
Increased
71
Reduced
82
Closed
33
Calls
$25.4M
Puts
$13.3M
Net Calls
+$12.1M
Net Calls Change
-$17.2M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$83.2M
2
Goldman Sachs
Goldman Sachs
New York
+$53.1M
3
AI
Ariel Investments
Illinois
+$35.3M
4
YCM
Yaupon Capital Management
New York
+$24.7M
5
RAM
RWC Asset Management
United Kingdom
+$13M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$76.7M
2
SCA
Southpoint Capital Advisors
New York
-$51.4M
3
SV
Starboard Value
New York
-$16.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$16.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
201
North Star Investment Management
Illinois
$10.3K – – –
MCM
202
MAI Capital Management
Ohio
$9.29K +$3.47K +606 +60%
SPIA
203
Steward Partners Investment Advisory
New York
$9.05K +$109 +19 +1%
MEG
204
Millstone Evans Group
Colorado
$8.77K – – –
IA
205
IFP Advisors
Florida
$8.18K +$8.18K +1,427 New
PA
206
Parallel Advisors
California
$8.03K -$160 -28 -2%
PS
207
Principal Securities
Iowa
$5.95K +$5.95K +1,039 New
CWM
208
Consultiva Wealth Management
Puerto Rico
$5.71K – – –
AF
209
Allworth Financial
California
$4.71K +$1.65K +288 +54%
W
210
WealthCollab
Washington
$4.12K – – –
TPWA
211
Twin Peaks Wealth Advisors
California
$4.11K +$4.11K +714 New
PWA
212
Physician Wealth Advisors
Utah
$3.55K – – –
BIG
213
Brooklyn Investment Group
New York
$2.74K – – –
CPG
214
Cornerstone Planning Group
New Jersey
$2.63K +$492 +83 +23%
EWA
215
EverSource Wealth Advisors
Alabama
$2.51K -$241 -42 -9%
SIC
216
SJS Investment Consulting
Ohio
$2.29K – – –
BIA
217
Bell Investment Advisors
California
$2.25K – – –
SWP
218
Strategic Wealth Partners
Ohio
$1.81K +$1.81K +315 New
SIC
219
Salem Investment Counselors
North Carolina
$1.68K – – –
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.48K -$1.72K -300 -54%
AssetMark Inc
221
AssetMark Inc
California
$1.44K +$1.44K +252 New
RhumbLine Advisers
222
RhumbLine Advisers
Massachusetts
$1.17K – – –
SHM
223
Sagard Holdings Management
Ontario, Canada
$1.16K +$1.16K +202 New
SO
224
Sierra Ocean
California
$1.07K – – –
VNA
225
Valley National Advisers
Pennsylvania
$1K – – –
7 8
9
10 11