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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
RFP
1201
Root Financial Partners
California
-$88.5K -650 Closed
IWS
1202
Intentional Wealth Strategies
Colorado
-$56.5K -415 Closed
CFG
1203
Clayton Financial Group
Missouri
-$41.9K -308 Closed
AWM
1204
Ameliora Wealth Management
Switzerland
-$40.4K -297 Closed
GAA
1205
Global Assets Advisory
Florida
-$33.1K -243 Closed
VIS
1206
Vega Investment Solutions
France
-$31.8K -234 Closed
WA
1207
Whipplewood Advisors
Colorado
-$30.2K -222 Closed
GSEP
1208
Golden State Equity Partners
California
-$27.1K -199 Closed
ADL
1209
Asset Dedication LLC
California
-$25.4K -187 Closed
TLFA
1210
True Link Financial Advisors
California
-$24.5K -180 Closed
WSFG
1211
Wall Street Financial Group
Illinois
-$22.7K -167 Closed
BAM
1212
Byrne Asset Management
New Jersey
-$20.4K -150 Closed
SL
1213
Salomon & Ludwin
Virginia
-$16.3K -118 Closed
TPWA
1214
Twin Peaks Wealth Advisors
California
-$15K -110 Closed
CAM
1215
Clarity Asset Management
Iowa
-$12.4K -91 Closed
MWM
1216
Magnolia Wealth Management
Alabama
-$11.6K -85 Closed
TGY2IT
1217
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$9.25K -68 Closed
WOSD
1218
WFA of San Diego
California
-$7.62K -56 Closed
AA
1219
Addison Advisors
Vermont
-$5.44K -40 Closed
1M
1220
1248 Management
Missouri
-$4.9K -36 Closed
IRC
1221
Investors Research Corp
Georgia
-$4.9K -36 Closed
DFC
1222
DB Fitzpatrick & Co
Idaho
-$4.63K -34 Closed
DWP
1223
Destiny Wealth Partners
Florida
-$4.36K -32 Closed
TIAA Trust, National Association
1224
TIAA Trust, National Association
North Carolina
-$3.13K -23 Closed
DSC
1225
Duncker Streett & Co
Missouri
-$2.18K -16 Closed

AWK Hedge Fund Activity: Q2 2026 in Review

1,123 of the 8,264 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.