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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
SW
251
SlateStone Wealth
Florida
$220K
AWA
252
Amplius Wealth Advisors
Pennsylvania
$220K
VCM
253
Vision Capital Management
Oregon
$214K
PA
254
Parallel Advisors
California
$211K +$2.83K +38 +1%
OC
255
Oppenheimer & Co
New York
$210K +$213K +2,865 New
OHWA
256
Oak Hill Wealth Advisors
Virginia
$205K
KLWA
257
Kelly Lawrence W & Associates
California
$204K
SAM
258
Smartleaf Asset Management
Massachusetts
$196K +$12.4K +166 +6%
CMP
259
Coston McIsaac & Partners
Maine
$174K +$595 +8 +0.3%
SS
260
SBI Securities
Japan
$163K -$7K -94 -4%
FRA
261
Front Row Advisors
California
$147K
ATC
262
Adirondack Trust Company
New York
$147K
AssetMark Inc
263
AssetMark Inc
California
$131K +$65.6K +882 +97%
GI
264
GAMMA Investing
California
$128K -$27.8K -373 -18%
AF
265
Allworth Financial
California
$121K +$19.9K +267 +19%
EWA
266
EverSource Wealth Advisors
Alabama
$116K +$63.9K +859 +119%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$113K -$149 -2 -0.1%
TRCT
268
Tower Research Capital (TRC)
New York
$107K -$136K -1,826 -56%
API
269
Asset Planning Inc
California
$106K
CFD
270
Creative Financial Designs
Indiana
$104K -$531K -7,133 -83%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$99.9K +$1.34K +18 +1%
GRP
272
Global Retirement Partners
California
$97.2K +$149 +2 +0.2%
TCOV
273
Trust Company of Vermont
Vermont
$95.3K -$3.35K -45 -3%
FFA
274
Farther Finance Advisors
California
$93.1K +$24.1K +324 +34%
GCM
275
Gables Capital Management
Florida
$91.7K

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.