We are live on ! Find out more
AWK icon

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
KWA
751
Kingswood Wealth Advisors
California
$277K +$271K +2,106 New
FGA
752
Fortis Group Advisors
New Jersey
$277K -$6.68K -52 -2%
OAM
753
Oppenheimer Asset Management
New York
$277K -$33.7K -262 -11%
7WCP
754
71 West Capital Partners
Massachusetts
$274K -$10K -78 -4%
FCBT
755
First Citizens Bank & Trust
North Carolina
$274K +$10K +78 +4%
WA
756
Waddell & Associates
Tennessee
$268K +$262K +2,039 New
CI
757
Corient IA
Florida
$267K
SSCA
758
South Shore Capital Advisors
Massachusetts
$267K
TCA
759
Transcend Capital Advisors
New Jersey
$265K +$259K +2,016 New
PSB
760
Piscataqua Savings Bank
New Hampshire
$265K -$51.4K -400 -17%
SAM
761
Smartleaf Asset Management
Massachusetts
$263K
CB
762
Community Bank
New York
$263K
SCA
763
St. Clair Advisors
Ohio
$263K
LFG
764
Larson Financial Group
Missouri
$262K -$216K -1,681 -46%
OWA
765
Opal Wealth Advisors
New York
$262K +$49.1K +382 +24%
SFG
766
Strive Financial Group
Indiana
$261K +$21.1K +164 +9%
SWP
767
Sagespring Wealth Partners
Tennessee
$261K -$33.9K -264 -12%
FT
768
Fiduciary Trust
Massachusetts
$260K -$56.4K -439 -18%
HWA
769
HMV Wealth Advisors
Louisiana
$257K -$8.99K -70 -3%
RIL
770
Rothschild Investment LLC
Illinois
$256K +$126K +978 +101%
ZBNA
771
Zions Bancorporation, National Association
Utah
$255K +$34.6K +269 +16%
IAA
772
Independent Advisor Alliance
North Carolina
$255K -$13.2K -103 -5%
KMWM
773
Keudell/Morrison Wealth Management
Oregon
$254K +$248K +1,931 New
MFA
774
Mayflower Financial Advisors
Massachusetts
$254K -$9.77K -76 -4%
NRC
775
New Republic Capital
North Carolina
$254K +$248K +1,929 New

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.