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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
13.59%
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
SWM
976
SHP Wealth Management
Massachusetts
$17.1K +$12.2K +95 +271%
SWP
977
Strategic Wealth Partners
Ohio
$16.4K +$10K +78 +166%
HNW
978
High Note Wealth
Minnesota
$16.3K +$1.41K +11 +10%
CAM
979
Close Asset Management
United Kingdom
$16K
BIAS
980
Beacon Investment Advisory Services
New Jersey
$15.8K +$2.57K +20 +20%
AW
981
Ankerstar Wealth
Texas
$15.5K
APFP
982
Action Point Financial Planning
Michigan
$15.3K +$15.3K +119 New
HWA
983
Heritage Wealth Advisors
Virginia
$15K
BCM
984
Boreal Capital Management
Florida
$14.3K
BIA
985
Bell Investment Advisors
California
$13.9K +$2.96K +23 +28%
CSC
986
Caldwell Sutter Capital
California
$13.9K
FLP
987
Financial Life Planners
Arizona
$13.9K +$128 +1 +1%
T
988
Tidemark
California
$13.5K
Walleye Capital
989
Walleye Capital
New York
$13.4K -$90.1K -701 -87%
JWM
990
JPL Wealth Management
Colorado
$13.3K +$9.77K +76 +304%
STB
991
S&T Bank
Pennsylvania
$13.2K -$7.71K -60 -38%
BL
992
BFSG LLC
California
$13.2K
GK
993
Graney & King
New York
$13.2K
KOCAA
994
Knights of Columbus Asset Advisors
Connecticut
$13.2K
TTIC
995
Tower Trust & Investment Company
Iowa
$13.2K
RBC
996
Roble Belko & Company
Pennsylvania
$13K
MWM
997
Mosley Wealth Management
California
$12.4K +$12.1K +94 New
DAM
998
Delta Asset Management
Tennessee
$12.4K
FB
999
First Bancorp
Maine
$12.1K +$11.8K +92 New
AEPWM
1000
Atlantic Edge Private Wealth Management
Florida
$11.8K

AWK Hedge Fund Activity: Q2 2026 in Review

1,123 of the 8,266 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.