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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
SWM
726
Segment Wealth Management
Texas
$314K -$12.3K -93 -4%
FFA
727
Fortune Financial Advisors
Kansas
$314K +$58.5K +443 +24%
DCM
728
DGS Capital Management
New Jersey
$314K +$68.1K +515 +29%
AWA
729
Aaron Wealth Advisors
Illinois
$309K -$260K -1,967 -46%
AWAG
730
ARS Wealth Advisors Group
Florida
$309K
SWM
731
SeaCrest Wealth Management
New York
$308K -$529 -4 -0.2%
HAIM
732
Hunter Associates Investment Management
Pennsylvania
$308K
SOAMC
733
Spirit of America Management Corp
New York
$306K
SWP
734
Sagespring Wealth Partners
Tennessee
$305K -$58.3K -441 -16%
TCIIS
735
TIAA-CREF Individual & Institutional Services
New York
$305K +$296K +2,241 New
PF
736
Phoenix Financial
Israel
$304K +$1.72K +13 +0.6%
BCM
737
Bourgeon Capital Management
Connecticut
$302K +$264 +2 +0.1%
MA
738
Montag & Associates
Georgia
$301K +$79K +598 +37%
OWP
739
Obermeyer Wealth Partners
Colorado
$300K -$10K -76 -3%
WSC
740
Wellington Shields & Co
New York
$299K +$26.4K +200 +10%
SAI
741
Savvy Advisors Inc
New York
$298K +$289K +2,187 New
BB
742
Busey Bank
Illinois
$296K -$29.9K -226 -9%
CCA
743
Checchi Capital Advisers
California
$294K +$75.9K +574 +36%
7WCP
744
71 West Capital Partners
Massachusetts
$294K +$49.7K +376 +21%
WBC
745
Westpac Banking Corp
Australia
$293K -$32.2K -244 -10%
AU
746
AlphaGrep UK
$287K -$47.1K -356 -14%
BC
747
Barrett & Company
Rhode Island
$287K -$8.19K -62 -3%
AFG
748
Atomi Financial Group
New York
$282K -$661 -5 -0.2%
GEA
749
Glen Eagle Advisors
New Jersey
$281K +$20.1K +152 +8%
FIA
750
Foundations Investment Advisors
Arizona
$280K -$25K -189 -8%

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.