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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
SV
1
Starboard Value
New York
$364M -$16.1M -2,943,580 -4%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$325M +$79.7M +14,540,847 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$187M +$5.17M +943,145 +3%
Fidelity International
4
Fidelity International
Bermuda
$163M -$73.6M -13,412,929 -32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$158M -$7.64M -1,392,334 -5%
Goldman Sachs
6
Goldman Sachs
New York
$123M +$50.8M +9,269,412 +76%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$97.1M -$2.42M -441,139 -3%
BCIM
8
British Columbia Investment Management
British Columbia, Canada
$75.2M -$59.5K -10,843 -0.1%
AI
9
Ariel Investments
Illinois
$75.1M +$33.8M +6,160,490 +89%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$58.4M +$2.44M +445,707 +5%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$56.5M +$4.4M +801,683 +9%
Norges Bank
12
Norges Bank
Norway
$51.4M +$10.4M +1,891,150 +27%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$45.4M +$6.73M +1,227,752 +18%
Legal & General Group
14
Legal & General Group
United Kingdom
$44.1M +$213K +38,906 +0.5%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$43M -$1.17M -213,585 -3%
First Trust Advisors
16
First Trust Advisors
Illinois
$42.9M +$235K +42,785 +0.6%
PMG
17
Private Management Group
California
$37.5M -$118K -21,518 -0.3%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2M -$1.95M -356,186 -5%
CM
19
Corvex Management
New York
$35.4M +$2.74M +500,000 +9%
Bank of America
20
Bank of America
North Carolina
$34.6M +$10.1M +1,844,897 +44%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$34.2M +$807K +147,227 +3%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$32.6M -$3.99M -727,006 -11%
CCM
23
Callodine Capital Management
Massachusetts
$27.7M +$7.49M +1,365,969 +39%
Morgan Stanley
24
Morgan Stanley
New York
$26.7M +$9.55M +1,740,781 +60%
IIM
25
Intact Investment Management
Quebec, Canada
$26.4M -$3.61M -658,700 -12%

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.