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American States Water
AWR

Overview Fund Activity

352 hedge funds and large institutions have $2.33B invested in American States Water in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
4.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
112
Reduced
119
Closed
33
Calls
$1.64M
Puts
$771K
Net Calls
+$865K
Net Calls Change
+$274K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$11.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$108M
3
Jane Street
3
Jane Street
New York
$7.06M
4
MYAM
4
Meiji Yasuda Asset Management
Japan
$5.49M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$23.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$537M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$66.2M
3
UBS AM
3
UBS AM
Illinois
$5.03M
4
Millennium Management
4
Millennium Management
New York
$19.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
326
Brooklyn Investment Group
New York
$2.99K +$1.18K +15 +65%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$2.44K +$2.44K +31 New
LI
328
LRI Investments
Florida
$2.44K – – –
CIAM
329
Caitong International Asset Management
Hong Kong
$2.28K -$43.9K -558 -95%
PS
330
Principal Securities
Iowa
$2.25K – – –
BIA
331
Bell Investment Advisors
California
$2.13K +$551 +7 +35%
UIA
332
Ulland Investment Advisors
Minnesota
$2K – – –
FDW
333
Fourth Dimension Wealth
Ohio
$1.66K – – –
SIS
334
Sound Income Strategies
Florida
$1.57K – – –
LFG
335
Larson Financial Group
Missouri
$1.34K +$157 +2 +13%
JWA
336
JFS Wealth Advisors
Pennsylvania
$1.26K -$157 -2 -11%
PWMG
337
Private Wealth Management Group
New Jersey
$1.1K – – –
PWA
338
Physician Wealth Advisors
Utah
$1.02K +$1.02K +13 New
BFS
339
Bare Financial Services
Pennsylvania
$865 +$865 +11 New
SC
340
Stephens Consulting
Michigan
$787 +$787 +10 New
FGAM
341
Financial Gravity Asset Management
Texas
$787 +$787 +10 New
FHA
342
First Horizon Advisors
Tennessee
$708 – – –
HFS
343
Hughes Financial Services
Virginia
$551 +$551 +7 New
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$473 – – –
SIC
345
SJS Investment Consulting
Ohio
$473 +$79 +1 +20%
GFPC
346
Global Financial Private Client
Florida
$472 +$315 +4 +200%
AWM
347
Abound Wealth Management
Tennessee
$237 – – –
TWD
348
True Wealth Design
Ohio
$79 -$5.37K -68 -99%
PWM
349
Parkworth Wealth Management
California
$79 – – –
HIA
350
HFM Investment Advisors
New Jersey
$79 +$79 +1 New
12 13
14
15 16