We are live on ! Find out more
AWK icon

American Water Works

1,140 hedge funds and large institutions have $25.7B invested in American Water Works in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 402 increasing their positions, 419 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $130M | Put options by funds: $60.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 106

6% more capital invested

Capital invested by funds: $24.2B → $25.7B (+$1.54B)

1.64% more ownership

Funds ownership: 95.12%96.76% (+1.6%)

0% more funds holding

Funds holding: 1,1351,140 (+5)

4% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 419

Holders
1,140
Holders Change
+5
Holders Change %
+0.44%
% of All Funds
13.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
129
Increased
402
Reduced
419
Closed
106
Calls
$130M
Puts
$60.1M
Net Calls
+$70.3M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
601
Essex Financial Services
Connecticut
$586K -$73.1K -553 -11%
DWM
602
Diversify Wealth Management
Utah
$583K +$584K +4,418 New
SJIM
603
St. Johns Investment Management
Florida
$575K +$27.4K +207 +5%
EWM
604
Evercore Wealth Management
New York
$574K
MGIA
605
Moneta Group Investment Advisors
Missouri
$571K +$661 +5 +0.1%
CAM
606
CenterStar Asset Management
Illinois
$571K +$555K +4,198 New
EWM
607
Empirical Wealth Management
Washington
$569K -$10.7K -81 -2%
GWM
608
Gibbs Wealth Management
Georgia
$564K +$548K +4,146 New
AL
609
ARWA LLC
Texas
$562K -$678K -5,132 -56%
Brown Advisory
610
Brown Advisory
Maryland
$550K -$32.2K -244 -6%
AG
611
Ascent Group
Virginia
$549K -$278K -2,101 -34%
GVAG
612
Great Valley Advisor Group
Delaware
$549K +$11.5K +87 +2%
KA
613
Kintegral Advisory
New York
$547K -$23.5K -178 -4%
V
614
VeraBank
Texas
$544K -$793 -6 -0.1%
PAS
615
Park Avenue Securities
New York
$537K -$32.2K -244 -6%
LWA
616
Lantern Wealth Advisors
New York
$531K
DWT
617
Dorsey & Whitney Trust
South Dakota
$530K -$26.7K -202 -5%
RT
618
Rockland Trust
Massachusetts
$525K +$43.2K +327 +9%
RFS
619
Richardson Financial Services
Massachusetts
$521K -$59.5K -450 -11%
FLI
620
Family Legacy Inc
South Carolina
$517K
BIG
621
Brooklyn Investment Group
New York
$517K +$38.5K +291 +8%
WA
622
Wealth Architects
California
$517K +$13.6K +103 +3%
FWM
623
Forza Wealth Management
Florida
$514K
SC
624
Syon Capital
California
$514K +$5.02K +38 +1%
HWMO
625
Heritage Wealth Management (Ohio)
Ohio
$510K

AWK Hedge Fund Activity: Q1 2026 in Review

1,140 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2026, worth a combined $25.7B — up 6.4% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AWK positions and 106 closed out — a net gain of 23 holders — while 402 added to existing stakes and 419 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $520M. The largest seller was Pictet Asset Management, cutting an estimated $214M.

  • 1,140 institutional investors held American Water Works (AWK) as of Q1 2026, up from 1,135 in Q4 2025.
  • Funds reported $25.7B of American Water Works stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 129 funds opened new American Water Works positions in Q1 2026 and 106 closed out, a net change of +23 holders.
  • The largest American Water Works buyer in Q1 2026 was Wellington Management Group, an estimated $520M added.
  • The largest American Water Works seller in Q1 2026 was Pictet Asset Management, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2026.