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Algonquin Power & Utilities

244 hedge funds and large institutions have $2.72B invested in Algonquin Power & Utilities in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

4.44% more ownership

Funds ownership: 61.41%65.85% (+4.4%)

4% more funds holding

Funds holding: 234244 (+10)

1% more capital invested

Capital invested by funds: $2.7B → $2.72B (+$17.9M)

44% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $3.47M

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
87
Reduced
77
Closed
23
Calls
$1.94M
Puts
$3.47M
Net Calls
-$1.52M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$341M
EIG
2
EdgePoint Investment Group
Ontario, Canada
$331M +$28.1M +4,888,235 +9%
Fidelity International
3
Fidelity International
Bermuda
$268M +$123M +21,384,998 +75%
Vanguard Group
4
Vanguard Group
Pennsylvania
$181M +$6.24M +1,086,040 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$158M +$10.5M +1,829,852 +7%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$90.4M -$756K -131,541 -0.8%
AI
7
Ariel Investments
Illinois
$87.8M +$18.6M +3,232,775 +25%
BCIM
8
British Columbia Investment Management
British Columbia, Canada
$70.5M -$77.4K -13,469 -0.1%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$54.7M -$216K -37,496 -0.4%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$53.2M +$144K +25,127 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$53M -$66.7M -11,596,293 -54%
Legal & General Group
12
Legal & General Group
United Kingdom
$41.1M -$510K -88,791 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$39.2M +$7.68M +1,336,070 +22%
First Trust Advisors
14
First Trust Advisors
Illinois
$36.4M -$4.14M -720,533 -10%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$35.7M +$5.42M +943,687 +17%
PMG
16
Private Management Group
California
$34.9M -$215K -37,398 -0.6%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$34.8M -$6M -1,043,680 -14%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.1M -$1.06M -183,580 -3%
CM
19
Corvex Management
New York
$33.2M
YCM
20
Yaupon Capital Management
New York
$31.6M +$9.09M +1,581,470 +37%
CCM
21
Callodine Capital Management
Massachusetts
$30M +$4.26M +740,872 +15%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.7M +$5.58M +971,020 +22%
IIM
23
Intact Investment Management
Quebec, Canada
$25M +$170K +29,500 +0.6%
PC
24
Packer & Co
Australia
$24.2M +$25.9M +4,513,113 New
BlackRock
25
BlackRock
New York
$24.2M +$3.73M +649,175 +17%

AQN Hedge Fund Activity: Q3 2025 in Review

244 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Algonquin Power & Utilities (AQN) for Q3 2025, worth a combined $2.72B — up 0.66% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AQN positions and 23 closed out — a net gain of 12 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity International, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $66.7M.

  • 244 institutional investors held Algonquin Power & Utilities (AQN) as of Q3 2025, up from 234 in Q2 2025.
  • Funds reported $2.72B of Algonquin Power & Utilities stock for Q3 2025, up 0.66% quarter-over-quarter.
  • 35 funds opened new Algonquin Power & Utilities positions in Q3 2025 and 23 closed out, a net change of +12 holders.
  • The largest Algonquin Power & Utilities buyer in Q3 2025 was Fidelity International, an estimated $123M added.
  • The largest Algonquin Power & Utilities seller in Q3 2025 was Goldman Sachs, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2025.