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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
RT
651
Rockland Trust
Massachusetts
$428K -$77.7K -605 -16%
DWM
652
Diversify Wealth Management
Utah
$425K -$162K -1,260 -29%
DAS
653
Diversify Advisory Services
Utah
$425K +$406K +3,158 New
MWM
654
Modern Wealth Management
Kansas
$424K +$72.9K +567 +21%
BFG
655
Birch Financial Group
New Hampshire
$422K +$26K +202 +7%
BHC
656
Bull Harbor Capital
Maryland
$418K +$408K +3,176 New
SFG
657
Stonebridge Financial Group
California
$416K +$407K +3,166 New
MWM
658
Mission Wealth Management
California
$415K +$406K +3,157 New
DWT
659
Dorsey & Whitney Trust
South Dakota
$412K -$98.4K -766 -20%
RPCONE
660
Retirement Planning Company of New England
Rhode Island
$412K -$5.78K -45 -1%
TRCT
661
Tower Research Capital (TRC)
New York
$409K -$174K -1,356 -30%
BWP
662
Baldwin Wealth Partners
Massachusetts
$408K
HTC
663
Haverford Trust Company
Pennsylvania
$407K
SFC
664
SYM Financial Corp
Indiana
$406K +$396K +3,085 New
EPW
665
Evolve Private Wealth
California
$403K -$262K -2,042 -40%
SWM
666
Segment Wealth Management
Texas
$403K +$97K +755 +33%
LOAMS
667
Lombard Odier Asset Management (Switzerland)
Switzerland
$403K -$246K -1,914 -38%
SAI
668
Savvy Advisors Inc
New York
$400K +$110K +856 +39%
FPAS
669
Focus Partners Advisor Solutions
Missouri
$400K +$391K +3,039 New
GI
670
GAMCO Investors
Connecticut
$399K -$6.55K -51 -2%
DE
671
Diversified Enterprises
Delaware
$398K -$1.54K -12 -0.4%
AC
672
AlphaCore Capital
California
$398K +$389K +3,024 New
RZH
673
Relyea Zuckerberg Hanson
Connecticut
$395K -$22.1K -172 -5%
SC
674
SouthState Corp
Florida
$395K -$5.91K -46 -2%
Envestnet Portfolio Solutions
675
Envestnet Portfolio Solutions
Illinois
$394K +$81.9K +637 +27%

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.