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Algonquin Power & Utilities

234 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, 72 increasing their positions, 84 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $13.3M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$339M)

1.53% more ownership

Funds ownership: 59.88%61.41% (+1.5%)

1% more funds holding

Funds holding: 231234 (+3)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.08%
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
72
Reduced
84
Closed
33
Calls
$25.4M
Puts
$13.3M
Net Calls
+$12.1M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
201
Founders Capital Management (Texas)
Texas
$11.5K
BTI
202
Blue Trust Inc
Georgia
$11.1K +$10.6K +1,933 New
GRP
203
Global Retirement Partners
California
$11K +$10.6K +1,926 New
NSIM
204
North Star Investment Management
Illinois
$10.3K
MCM
205
MAI Capital Management
Ohio
$9.29K +$3.32K +606 +60%
SPIA
206
Steward Partners Investment Advisory
New York
$9.05K +$104 +19 +1%
MEG
207
Millstone Evans Group
Colorado
$8.77K
IA
208
IFP Advisors
Florida
$8.18K +$7.83K +1,427 New
PA
209
Parallel Advisors
California
$8.03K -$154 -28 -2%
PS
210
Principal Securities
Iowa
$5.95K +$5.7K +1,039 New
CWM
211
Consultiva Wealth Management
Puerto Rico
$5.71K
AF
212
Allworth Financial
California
$4.71K +$1.58K +288 +54%
W
213
WealthCollab
Washington
$4.12K
TPWA
214
Twin Peaks Wealth Advisors
California
$4.11K +$3.92K +714 New
PWA
215
Physician Wealth Advisors
Utah
$3.55K
BIG
216
Brooklyn Investment Group
New York
$2.74K
CPG
217
Cornerstone Planning Group
New Jersey
$2.63K +$455 +83 +23%
EWA
218
EverSource Wealth Advisors
Alabama
$2.51K -$230 -42 -9%
SIC
219
SJS Investment Consulting
Ohio
$2.29K
BIA
220
Bell Investment Advisors
California
$2.25K
SWP
221
Strategic Wealth Partners
Ohio
$1.8K +$1.73K +315 New
SIC
222
Salem Investment Counselors
North Carolina
$1.68K
Jones Financial Companies
223
Jones Financial Companies
Missouri
$1.48K -$1.65K -300 -54%
AssetMark Inc
224
AssetMark Inc
California
$1.44K +$1.38K +252 New
RhumbLine Advisers
225
RhumbLine Advisers
Massachusetts
$1.17K

AQN Hedge Fund Activity: Q2 2025 in Review

234 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q2 2025, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AQN positions and 33 closed out — a net gain of 8 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $79.7M. The largest seller was Fidelity International, cutting an estimated $73.6M.

  • 234 institutional investors held Algonquin Power & Utilities (AQN) as of Q2 2025, up from 231 in Q1 2025.
  • Funds reported $2.7B of Algonquin Power & Utilities stock for Q2 2025, up 14% quarter-over-quarter.
  • 41 funds opened new Algonquin Power & Utilities positions in Q2 2025 and 33 closed out, a net change of +8 holders.
  • The largest Algonquin Power & Utilities buyer in Q2 2025 was EdgePoint Investment Group, an estimated $79.7M added.
  • The largest Algonquin Power & Utilities seller in Q2 2025 was Fidelity International, an estimated $73.6M sold.

Based on aggregated 13F filings for Q2 2025.