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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
Group One Trading
201
Group One Trading
Illinois
$46K +$19K +3,200 +75%
CPBTD
202
Central Pacific Bank - Trust Division
Hawaii
$30.8K
SS
203
SBI Securities
Japan
$30.7K +$552 +93 +2%
HNB
204
Hilltop National Bank
Wyoming
$24.6K
Fidelity Investments
205
Fidelity Investments
Massachusetts
$24.4K +$2.3K +387 +11%
SAM
206
Smartleaf Asset Management
Massachusetts
$24K
FFA
207
Farther Finance Advisors
California
$23.7K +$22.9K +3,852 New
SWM
208
Spire Wealth Management
Virginia
$23.4K -$73.9K -12,450 -77%
NS
209
NBC Securities
Alabama
$16.1K +$77 +13 +0.5%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$15K +$350 +59 +2%
EWA
211
EverSource Wealth Advisors
Alabama
$13.7K +$10.1K +1,703 +322%
NSIM
212
North Star Investment Management
Illinois
$11.1K
SPIA
213
Steward Partners Investment Advisory
New York
$10.9K +$992 +167 +10%
PA
214
Parallel Advisors
California
$8.62K
WIM
215
Westside Investment Management
California
$8.29K
AF
216
Aviso Financial
Ontario, Canada
$6.39K +$6.18K +1,040 New
AAP
217
Arax Advisory Partners
Colorado
$6.36K +$6.04K +1,017 +6,780%
CWM
218
Consultiva Wealth Management
Puerto Rico
$6.16K
AF
219
Allworth Financial
California
$5.87K -$748 -126 -12%
AUB
220
Atlantic Union Bankshares
Virginia
$5.23K +$5.05K +850 New
W
221
WealthCollab
Washington
$4.42K
BWA
222
Basecamp Wealth Advisors
Washington
$3.9K +$3.77K +634 New
PWA
223
Physician Wealth Advisors
Utah
$3.81K
BBHC
224
Brown Brothers Harriman & Co
New York
$3.57K +$3.44K +580 New
Bessemer Group
225
Bessemer Group
New Jersey
$3K +$2.77K +467 New

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.