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American Water Works

1,124 hedge funds and large institutions have $25.9B invested in American Water Works in 2025 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 396 increasing their positions, 392 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 99

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

19% more capital invested

Capital invested by funds: $21.7B → $25.9B (+$4.21B)

3% more funds holding

Funds holding: 1,0901,124 (+34)

1% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 392

0.6% more ownership

Funds ownership: 89.44%90.03% (+0.6%)

4% less call options, than puts

Call options by funds: $75.5M | Put options by funds: $78.9M

Holders
1,124
Holders Change
+34
Holders Change %
+3.12%
% of All Funds
15.07%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
152
Increased
396
Reduced
392
Closed
99
Calls
$75.5M
Puts
$78.9M
Net Calls
-$3.39M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$178M -$5.65M -42,860 -3%
Charles Schwab
27
Charles Schwab
California
$174M +$3.25M +24,642 +2%
Canada Life
28
Canada Life
Manitoba, Canada
$172M -$7.44M -56,440 -5%
First Trust Advisors
29
First Trust Advisors
Illinois
$148M +$2.84M +21,541 +2%
JP Morgan Chase
30
JP Morgan Chase
New York
$147M +$42.8M +325,046 +48%
Stifel Financial
31
Stifel Financial
Missouri
$136M -$1.26M -9,581 -1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$136M -$3.16M -23,986 -3%
American Century Companies
33
American Century Companies
Missouri
$132M -$53.4M -405,323 -31%
SAM
34
Storebrand Asset Management
Norway
$126M +$2.27M +17,205 +2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$115M +$2.98M +22,615 +3%
N
36
Nuveen
North Carolina
$103M +$419K +3,178 +0.5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$102M +$2.72M +20,621 +3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$102M +$45.3M +343,544 +99%
Allianz Asset Management
39
Allianz Asset Management
Germany
$98.9M -$3.52M -26,752 -4%
MGP
40
M&G plc
United Kingdom
$93M -$13M -98,661 -14%
Principal Financial Group
41
Principal Financial Group
Iowa
$91.8M +$30.6M +232,174 +60%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$91.3M -$736K -5,586 -0.9%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$90.7M -$1.37M -10,391 -2%
Raymond James Financial
44
Raymond James Financial
Florida
$84.7M +$391K +2,968 +0.5%
UBS AM
45
UBS AM
Illinois
$84.3M -$238M -1,803,077 -76%
BC
46
Brookfield Corp
Ontario, Canada
$84.2M +$72.3M +549,002 +2,487%
DZ Bank
47
DZ Bank
Germany
$83.7M +$5.79M +43,923 +8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$81.1M -$105K -800 -0.1%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$79.5M -$3.32M -25,171 -4%
CIM
50
Confluence Investment Management
Missouri
$78.9M -$259K -1,969 -0.4%

AWK Hedge Fund Activity: Q1 2025 in Review

1,124 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2025, worth a combined $25.9B — up 19% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new AWK positions and 99 closed out — a net gain of 53 holders — while 396 added to existing stakes and 392 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $438M. The largest seller was Impax Asset Management Group, cutting an estimated $307M.

  • 1,124 institutional investors held American Water Works (AWK) as of Q1 2025, up from 1,090 in Q4 2024.
  • Funds reported $25.9B of American Water Works stock for Q1 2025, up 19% quarter-over-quarter.
  • 152 funds opened new American Water Works positions in Q1 2025 and 99 closed out, a net change of +53 holders.
  • The largest American Water Works buyer in Q1 2025 was T. Rowe Price Associates, an estimated $438M added.
  • The largest American Water Works seller in Q1 2025 was Impax Asset Management Group, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2025.