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American States Water
AWR

Overview Fund Activity

353 hedge funds and large institutions have $2.3B invested in American States Water in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
144
Reduced
108
Closed
35
Calls
$1.44M
Puts
$659K
Net Calls
+$782K
Net Calls Change
-$83K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$137M
2
Vanguard Group
Vanguard Group
Pennsylvania
$376M
3
Morgan Stanley
Morgan Stanley
New York
$45.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.64M
5
AQR Capital Management
AQR Capital Management
Connecticut
$3.68M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
$72.2M
2
State Street
State Street
Massachusetts
$157M
3
BlackRock
BlackRock
New York
$516M
4
Goldman Sachs
Goldman Sachs
New York
$16.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
326
Physician Wealth Advisors
Utah
$2.84K +$1.84K +24 +185%
LI
327
LRI Investments
Florida
$2.37K – – –
BIA
328
Bell Investment Advisors
California
$2.15K +$77 +1 +4%
UIA
329
Ulland Investment Advisors
Minnesota
$2K – – –
JWA
330
JFS Wealth Advisors
Pennsylvania
$1.76K +$537 +7 +44%
FDW
331
Fourth Dimension Wealth
Ohio
$1.63K – – –
SIS
332
Sound Income Strategies
Florida
$1.53K – – –
NC
333
NewSquare Capital
Pennsylvania
$1.53K +$1.53K +20 New
FFO
334
Fortitude Family Office
Arizona
$1.53K +$1.53K +20 New
TPWA
335
Twin Peaks Wealth Advisors
California
$1.45K +$1.45K +19 New
PWMG
336
Private Wealth Management Group
New Jersey
$1.07K – – –
HFS
337
Hantz Financial Services
Michigan
$1K +$1K +8 New
NS
338
NBC Securities
Alabama
$1K +$1K +21 New
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$997 +$997 +13 New
CT
340
Clearstead Trust
Maine
$920 +$920 +12 New
FGC
341
Financial Gravity Companies
Texas
$690 +$690 +9 New
BIG
342
Brooklyn Investment Group
New York
$614 -$2.3K -30 -79%
RWM
343
Rialto Wealth Management
New York
$537 +$537 +7 New
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$460 – – –
PWM
345
Parkworth Wealth Management
California
$307 +$230 +3 +300%
FHA
346
First Horizon Advisors
Tennessee
$230 -$460 -6 -67%
SIC
347
SJS Investment Consulting
Ohio
$230 -$230 -3 -50%
AWM
348
Abound Wealth Management
Tennessee
$230 – – –
AAS
349
Ameritas Advisory Services
Nebraska
$230 +$230 +3 New
HIA
350
HFM Investment Advisors
New Jersey
$153 +$77 +1 +100%
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14
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