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American States Water

367 hedge funds and large institutions have $2.28B invested in American States Water in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

14% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 118

2.44% more ownership

Funds ownership: 78.54%80.98% (+2.4%)

2% more funds holding

Funds holding: 359367 (+8)

8% more call options, than puts

Call options by funds: $704K | Put options by funds: $652K

2% less capital invested

Capital invested by funds: $2.32B → $2.28B (-$41M)

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
4.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
135
Reduced
118
Closed
32
Calls
$704K
Puts
$652K
Net Calls
+$52K
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
226
Ingalls & Snyder LLC
New York
$267K
FCBT
227
First Citizens Bank & Trust
North Carolina
$264K -$15.6K -209 -5%
BP
228
Ballentine Partners
Massachusetts
$262K +$1.94K +26 +0.7%
CL
229
Choreo LLC
Illinois
$261K -$195K -2,618 -42%
VIP
230
Vista Investment Partners
Oklahoma
$257K
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$254K -$15.9K -213 -6%
BF
232
Blankinship & Foster
California
$254K -$73.7K -990 -22%
RAM
233
Redmond Asset Management
Virginia
$253K -$37.2K -500 -13%
MAS
234
Meeder Advisory Services
Ohio
$250K -$30.2K -406 -11%
APP
235
Avantax Planning Partners
Iowa
$245K -$2.08K -28 -0.8%
MFG
236
Merit Financial Group
Georgia
$243K +$246K +3,308 New
William Blair & Company
237
William Blair & Company
Illinois
$242K -$10.6K -143 -4%
WOSD
238
WFA of San Diego
California
$240K
1C
239
111 Capital
France
$240K +$243K +3,269 New
AIP
240
Ameritas Investment Partners
Nebraska
$237K -$49.6K -666 -17%
MWM
241
MGB Wealth Management
Texas
$237K -$6.47K -87 -3%
GIM
242
Glenmede Investment Management
Pennsylvania
$235K +$37.4K +502 +19%
SCA
243
Stonebridge Capital Advisors
Minnesota
$235K
Wealthfront Advisers
244
Wealthfront Advisers
California
$234K +$5.51K +74 +2%
SC
245
Syon Capital
California
$227K +$231K +3,100 New
KF
246
Krilogy Financial
Missouri
$226K +$227K +3,052 New
KPWS
247
Kestra Private Wealth Services
Texas
$225K
MOS
248
MGO One Seven
Ohio
$225K +$229K +3,072 New
X
249
Xponance
Pennsylvania
$222K -$20.8K -279 -8%
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$220K -$5.73K -77 -3%

AWR Hedge Fund Activity: Q3 2025 in Review

367 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q3 2025, worth a combined $2.28B — down 1.8% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AWR positions and 32 closed out — a net gain of 13 holders — while 135 added to existing stakes and 118 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $46.7M. The largest seller was Pictet Asset Management, cutting an estimated $27.5M.

  • 367 institutional investors held American States Water (AWR) as of Q3 2025, up from 359 in Q2 2025.
  • Funds reported $2.28B of American States Water stock for Q3 2025, down 1.8% quarter-over-quarter.
  • 45 funds opened new American States Water positions in Q3 2025 and 32 closed out, a net change of +13 holders.
  • The largest American States Water buyer in Q3 2025 was Neuberger Berman Group, an estimated $46.7M added.
  • The largest American States Water seller in Q3 2025 was Pictet Asset Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2025.