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American States Water

359 hedge funds and large institutions have $2.32B invested in American States Water in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $659K

31% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 111

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 355359 (+4)

0.55% less ownership

Funds ownership: 79.09%78.54% (-0.55%)

2% less capital invested

Capital invested by funds: $2.37B → $2.32B (-$56.1M)

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
4.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
145
Reduced
111
Closed
35
Calls
$1.44M
Puts
$659K
Net Calls
+$782K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
326
Archer Investment Corporation
Indiana
$4.55K
PS
327
Principal Securities
Iowa
$4.14K +$1.96K +25 +86%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$3.9K
BFS
329
Bare Financial Services
Pennsylvania
$3.6K +$2.83K +36 +327%
LFG
330
Larson Financial Group
Missouri
$3.45K +$2.2K +28 +165%
NA
331
NewEdge Advisors
Louisiana
$2.91K
PWA
332
Physician Wealth Advisors
Utah
$2.84K +$1.88K +24 +185%
LI
333
LRI Investments
Florida
$2.37K
BIA
334
Bell Investment Advisors
California
$2.15K +$78 +1 +4%
UIA
335
Ulland Investment Advisors
Minnesota
$2K
JWA
336
JFS Wealth Advisors
Pennsylvania
$1.76K +$549 +7 +44%
FDW
337
Fourth Dimension Wealth
Ohio
$1.63K
SIS
338
Sound Income Strategies
Florida
$1.53K
FFO
339
Fortitude Family Office
Arizona
$1.53K +$1.57K +20 New
NC
340
NewSquare Capital
Pennsylvania
$1.53K +$1.57K +20 New
TPWA
341
Twin Peaks Wealth Advisors
California
$1.45K +$1.49K +19 New
PWMG
342
Private Wealth Management Group
New Jersey
$1.07K
HFS
343
Hantz Financial Services
Michigan
$1K +$628 +8 New
NS
344
NBC Securities
Alabama
$1K +$1.65K +21 New
AGWCA
345
Annis Gardner Whiting Capital Advisors
Florida
$997 +$1.02K +13 New
CT
346
Clearstead Trust
Maine
$920 +$942 +12 New
FGC
347
Financial Gravity Companies
Texas
$690 +$706 +9 New
BIG
348
Brooklyn Investment Group
New York
$614 -$2.35K -30 -79%
RWM
349
Rialto Wealth Management
New York
$537 +$549 +7 New
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$460

AWR Hedge Fund Activity: Q2 2025 in Review

359 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q2 2025, worth a combined $2.32B — down 2.4% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AWR positions and 35 closed out — a net gain of 7 holders — while 145 added to existing stakes and 111 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $31.9M. The largest seller was Pictet Asset Management, cutting an estimated $11.9M.

  • 359 institutional investors held American States Water (AWR) as of Q2 2025, up from 355 in Q1 2025.
  • Funds reported $2.32B of American States Water stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 42 funds opened new American States Water positions in Q2 2025 and 35 closed out, a net change of +7 holders.
  • The largest American States Water buyer in Q2 2025 was Neuberger Berman Group, an estimated $31.9M added.
  • The largest American States Water seller in Q2 2025 was Pictet Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2025.