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American Water Works

1,123 hedge funds and large institutions have $26.7B invested in American Water Works in 2026 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 414 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $112M | Put options by funds: $49.1M

7.3% more ownership

Funds ownership: 96.76%104.06% (+7.3%)

8% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 114

4% more capital invested

Capital invested by funds: $25.7B → $26.7B (+$1.02B)

1% less repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 414

1% less funds holding

Funds holding: 1,1401,123 (-17)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,123
Holders Change
-17
Holders Change %
-1.49%
% of All Funds
13.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
123
Increased
410
Reduced
414
Closed
114
Calls
$112M
Puts
$49.1M
Net Calls
+$63.1M
Net Calls Change
-$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
II
401
Inspire Investing
Idaho
$1.79M +$260K +2,026 +17%
WJWM
402
Williams Jones Wealth Management
New York
$1.79M -$283K -2,203 -14%
SPWM
403
Schrum Private Wealth Management
Florida
$1.78M +$628K +4,888 +55%
KPWS
404
Kestra Private Wealth Services
Texas
$1.77M -$352K -2,742 -17%
NWMG
405
Nicholson Wealth Management Group
South Carolina
$1.74M -$41.4K -322 -2%
CGH
406
Crossmark Global Holdings
Texas
$1.7M +$36K +280 +2%
AFG
407
ABLE Financial Group
Arizona
$1.69M +$131K +1,016 +9%
BHC
408
Bowen Hanes & Co
Florida
$1.69M
LFG
409
Lazard Frères Gestion
France
$1.68M +$218K +1,700 +15%
MFG
410
Merit Financial Group
Georgia
$1.67M +$869K +6,763 +113%
CNBT
411
Canandaigua National Bank & Trust
New York
$1.67M +$1.63M +12,720 New
WAM
412
Weiss Asset Management
Massachusetts
$1.67M +$1.63M +12,711 New
Squarepoint
413
Squarepoint
New York
$1.66M -$1.81M -14,094 -53%
GPA
414
Garrison Point Advisors
California
$1.66M -$70.7K -550 -4%
EAN
415
Excelsior Advisor Network
Colorado
$1.64M +$1.39M +10,797 +641%
KRS
416
Kentucky Retirement Systems
Kentucky
$1.62M +$1.58M +12,295 New
SFA
417
Sequoia Financial Advisors
Ohio
$1.61M +$422K +3,287 +37%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
418
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.61M -$7.07K -55 -0.4%
AF
419
Ally Financial
Michigan
$1.58M
KFBMI
420
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.58M
Bank Julius Baer & Co
421
Bank Julius Baer & Co
Switzerland
$1.57M -$16.7K -130 -1%
OPA
422
Old Port Advisors
Maine
$1.57M -$40.3K -314 -3%
LF
423
Lantz Financial
Illinois
$1.56M -$49.3K -384 -3%
BPA
424
Beacon Pointe Advisors
California
$1.52M -$8.8M -68,488 -86%
Capital Fund Management (CFM)
425
Capital Fund Management (CFM)
France
$1.52M -$1.16M -9,029 -44%

AWK Hedge Fund Activity: Q2 2026 in Review

1,123 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q2 2026, worth a combined $26.7B — up 4% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new AWK positions and 114 closed out — a net gain of 9 holders — while 410 added to existing stakes and 414 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $499M. The largest seller was Ameriprise, cutting an estimated $179M.

  • 1,123 institutional investors held American Water Works (AWK) as of Q2 2026, down from 1,140 in Q1 2026.
  • Funds reported $26.7B of American Water Works stock for Q2 2026, up 4% quarter-over-quarter.
  • 123 funds opened new American Water Works positions in Q2 2026 and 114 closed out, a net change of +9 holders.
  • The largest American Water Works buyer in Q2 2026 was Wellington Management Group, an estimated $499M added.
  • The largest American Water Works seller in Q2 2026 was Ameriprise, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2026.