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American Water Works

1,125 hedge funds and large institutions have $26.7B invested in American Water Works in 2026 Q2 according to their latest regulatory filings, with 124 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%)

9% more first-time investments, than exits

New positions opened: 124 | 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: 1,1401,125 (-15)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,125
Holders Change
-15
Holders Change %
-1.32%
% of All Funds
13.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
124
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
PCA
601
Pallas Capital Advisors
Massachusetts
$566K +$553K +4,302 New
TE
602
Tema ETFs
New York
$566K +$78.1K +608 +16%
DWP
603
Daymark Wealth Partners
Ohio
$564K -$7.32K -57 -1%
CFP
604
Catalyst Financial Partners
Massachusetts
$562K +$549K +4,274 New
CCM
605
Cullen Capital Management
New York
$562K -$137K -1,068 -20%
AF
606
Allworth Financial
California
$561K +$150K +1,171 +38%
EWM
607
Empirical Wealth Management
Washington
$559K +$8.35K +65 +2%
EWM
608
Evercore Wealth Management
New York
$555K
MGIA
609
Moneta Group Investment Advisors
Missouri
$552K -$899 -7 -0.2%
OIMU
610
Osmosis Investment Management UK
United Kingdom
$540K -$579K -4,508 -52%
IFU
611
iSAM Funds (UK)
United Kingdom
$539K +$527K +4,100 New
S
612
Storgate
Texas
$538K +$335K +2,606 +176%
GVAG
613
Great Valley Advisor Group
Delaware
$536K +$5.53K +43 +1%
KA
614
Kintegral Advisory
New York
$529K
WA
615
Wealth Architects
California
$528K +$27.8K +216 +6%
PCM
616
Parsons Capital Management
Rhode Island
$524K -$63.2K -492 -11%
CI
617
CX Institutional
Indiana
$522K -$81.7K -636 -14%
V
618
VeraBank
Texas
$520K -$6.42K -50 -1%
Brown Advisory
619
Brown Advisory
Maryland
$507K -$24.4K -190 -5%
CFD
620
Creative Financial Designs
Indiana
$504K +$22.1K +172 +5%
JWM
621
Jeppson Wealth Management
California
$498K +$289K +2,248 +146%
CAG
622
Crestwood Advisors Group
Massachusetts
$494K -$193K -1,504 -29%
HWMO
623
Heritage Wealth Management (Ohio)
Ohio
$493K
AG
624
Ascent Group
Virginia
$489K -$40.9K -318 -8%
FWM
625
Forza Wealth Management
Florida
$488K -$8.87K -69 -2%

AWK Hedge Fund Activity: Q2 2026 in Review

1,125 of the 8,274 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: 124 funds opened new AWK positions and 114 closed out — a net gain of 10 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.

  • 1,125 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.
  • 124 funds opened new American Water Works positions in Q2 2026 and 114 closed out, a net change of +10 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.