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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
HIA
1026
Harbor Investment Advisory
Maryland
$10.3K
NWM
1027
Navigoe Wealth Management
California
$10K
ANBT
1028
American National Bank & Trust
Texas
$9.93K -$15.5K -117 -62%
WBC
1029
West Branch Capital
Massachusetts
$9.8K
RCM
1030
Richardson Capital Management
Wisconsin
$9.8K
SA
1031
Strategic Advocates
Utah
$9.39K
IPS
1032
Investors Portfolio Services
Washington
$9.37K -$396 -3 -4%
TGY2IT
1033
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$9.25K +$8.99K +68 New
KG
1034
Kilter Group
New York
$8.98K +$4.1K +31 +89%
CCWM
1035
Cassaday & Co Wealth Management
Virginia
$8.61K +$8.33K +63 New
CPG
1036
Cornerstone Planning Group
New Jersey
$8.59K +$4.89K +37 +116%
RWM
1037
Raffa Wealth Management
District of Columbia
$8.44K +$264 +2 +3%
BCM
1038
Blume Capital Management
California
$8.17K
PWA
1039
Physician Wealth Advisors
Utah
$8.17K
PWMG
1040
Prestige Wealth Management Group
New Jersey
$8.03K
AIS
1041
Advocate Investing Services
Maryland
$8.03K
JWA
1042
JFS Wealth Advisors
Pennsylvania
$7.62K -$5.82K -44 -44%
WOSD
1043
WFA of San Diego
California
$7.62K
JSAM
1044
J. Safra Asset Management
New York
$7.62K +$7.4K +56 New
BGA
1045
Battery Global Advisors
Massachusetts
$7.41K
MMCM
1046
Murphy & Mullick Capital Management
New York
$7.35K
PWAM
1047
Private Wealth Asset Management
Iowa
$7.08K -$264 -2 -4%
HHGA
1048
Halbert Hargrove Global Advisors
California
$7.01K
SWP
1049
Strategic Wealth Partners
Ohio
$6.42K
AWM
1050
Abound Wealth Management
Tennessee
$6.37K

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.