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
MWM
801
Meridian Wealth Management
Kentucky
$228K +$8.1K +63 +4%
RG
802
Rathbones Group
United Kingdom
$228K
HIP
803
HUB Investment Partners
Texas
$228K +$222K +1,730 New
LAL
804
Layline Advisors, LLC
New York
$228K +$222K +1,730 New
MSFS
805
Main Street Financial Solutions
Pennsylvania
$227K +$5.78K +45 +3%
BFM
806
Boothbay Fund Management
New York
$227K -$11.1K -86 -5%
OFS
807
OneAscent Financial Services
Alabama
$227K -$3.85K -30 -2%
FCP
808
Fidelis Capital Partners
Florida
$226K +$17K +132 +8%
CCM
809
Copeland Capital Management
Pennsylvania
$225K -$906K -7,052 -80%
ITG
810
Index Technologies Group
New York
$225K +$220K +1,709 New
MCP
811
Mirador Capital Partners
California
$224K +$128 +1 +0.1%
PAA
812
Peregrine Asset Advisers
Oregon
$224K
TVPW
813
Third View Private Wealth
Connecticut
$222K -$92.9K -723 -30%
NAAA
814
New Age Alpha Advisors
New York
$222K -$2.72M -21,203 -93%
ECM
815
Evergreen Capital Management
Washington
$221K +$216K +1,681 New
AIP
816
Ameritas Investment Partners
Nebraska
$221K -$12.8K -100 -6%
BAWC
817
Boyce & Associates Wealth Consulting
Texas
$221K -$2.57K -20 -1%
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$220K -$192K -1,498 -47%
SIG
819
Sargent Investment Group
Maryland
$219K -$1.28K -10 -0.6%
LFAS
820
Level Four Advisory Services
Texas
$218K -$3.34K -26 -2%
RWM
821
Ritholtz Wealth Management
New York
$218K +$213K +1,659 New
PFW
822
Petros Family Wealth
Minnesota
$217K -$11.9K -93 -5%
Luther King Capital Management (LKCM)
823
Luther King Capital Management (LKCM)
Texas
$217K
PTC
824
Private Trust Company
Ohio
$214K +$23.8K +185 +13%
MBTD
825
Mechanics Bank - Trust Department
California
$214K

AWK Hedge Fund Activity: Q2 2026 in Review

1,125 of the 8,271 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.