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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
851
Stockman Wealth Management
Montana
$201K +$196K +1,480 New
SWA
852
SFMG Wealth Advisors
Texas
$201K +$195K +1,477 New
Fisher Asset Management
853
Fisher Asset Management
Washington
$200K +$194K +1,471 New
PTC
854
Private Trust Company
Ohio
$196K +$22.7K +172 +14%
TWIM
855
TIAA Wealth Investment Management
New York
$190K +$183K +1,388 New
AAP
856
Arax Advisory Partners
Colorado
$187K -$548K -4,147 -75%
Vanguard National Trust
857
Vanguard National Trust
Pennsylvania
$170K +$165K +1,247 New
GG
858
Gleason Group
Kentucky
$167K +$925 +7 +0.6%
CSP
859
Cary Street Partners
Virginia
$163K -$105K -798 -40%
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$159K +$12.3K +93 +9%
AIM
861
Arcadia Investment Management
Michigan
$156K
PCM
862
Penserra Capital Management
California
$156K +$4.76K +36 +3%
LI
863
LRI Investments
Florida
$155K +$24.6K +186 +20%
VCM
864
Versant Capital Management
Arizona
$153K +$48.9K +370 +49%
MCRM
865
Midway Capital Research & Management
Illinois
$153K +$149K +1,125 New
EWM
866
Evermay Wealth Management
Virginia
$150K
TCA
867
Trifecta Capital Advisors
Illinois
$143K +$139K +1,050 New
MG
868
Mather Group
Illinois
$139K +$135K +1,024 New
JFA
869
JNBA Financial Advisors
Minnesota
$137K
WIM
870
Westside Investment Management
California
$136K +$132K +1,000 New
VC
871
Vestor Capital
Illinois
$136K -$39.8M -301,373 -100%
GSWM
872
Golden State Wealth Management
California
$133K -$19.8K -150 -13%
RIL
873
Rothschild Investment LLC
Illinois
$132K -$1.59K -12 -1%
GWM
874
Geneos Wealth Management
Colorado
$131K +$24.2K +183 +24%
WTA
875
Washington Trust Advisors
Massachusetts
$129K +$925 +7 +0.7%

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.