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American Water Works

1,123 hedge funds and large institutions have $26.7B invested in American Water Works in 2026 Q2 according to their latest regulatory filings, with 123 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%)

8% more first-time investments, than exits

New positions opened: 123 | 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: 1,1401,123 (-17)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
1,123
Holders Change
-17
Holders Change %
-1.49%
% of All Funds
13.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
123
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
CBT
876
CoreFirst Bank & Trust
Kansas
$107K
HBT
877
Hills Bank & Trust
Iowa
$107K
DIP
878
DT Investment Partners
Pennsylvania
$105K
EF
879
Entrust Financial
Pennsylvania
$98.9K
DJSG
880
D.J. St. Germain
Massachusetts
$98.7K -$2.96K -23 -3%
CAL
881
Capital Advisors Ltd
Ohio
$94K +$9.89K +77 +12%
MBFW
882
Morton Brown Family Wealth
Pennsylvania
$92.1K
OCM
883
Orion Capital Management
California
$92.1K
TWD
884
True Wealth Design
Ohio
$89.6K +$82.5K +642 +1,646%
CAIM
885
Catherine Avery Investment Management
Florida
$88.8K +$1.93K +15 +2%
Los Angeles Capital Management
886
Los Angeles Capital Management
California
$88K -$6.21M -48,322 -99%
FNWA
887
Financial Network Wealth Advisors
Utah
$85.5K -$15.7K -122 -16%
APW
888
Atlantic Private Wealth
North Carolina
$82.7K +$257 +2 +0.3%
First Eagle Investment Management
889
First Eagle Investment Management
New York
$79.2K -$1.8K -14 -2%
IFWM
890
Institute for Wealth Management
Colorado
$79.1K +$77.2K +601 New
ATC
891
Adirondack Trust Company
New York
$78.9K
MHR
892
Matthew Hamilton Rosenberg
$78.6K +$4.24K +33 +6%
Optiver Holding
893
Optiver Holding
Netherlands
$76.8K +$75K +584 New
CB
894
CNB Bank
Pennsylvania
$76.3K
KFAS
895
Keating Financial Advisory Services
Kansas
$69.6K +$3.6K +28 +6%
LI
896
LRI Investments
Florida
$68.9K -$79K -615 -54%
CT
897
Caldwell Trust
Florida
$68.2K
MMG
898
Monetary Management Group
Missouri
$65.8K
WETS
899
Wealth Enhancement Trust Services
South Dakota
$62.8K +$11.2K +87 +22%
VNA
900
Valley National Advisers
Pennsylvania
$59.9K

AWK Hedge Fund Activity: Q2 2026 in Review

1,123 of the 8,268 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: 123 funds opened new AWK positions and 114 closed out — a net gain of 9 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.

  • 1,123 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.
  • 123 funds opened new American Water Works positions in Q2 2026 and 114 closed out, a net change of +9 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.