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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
QC
326
Quent Capital
New York
$10.3K +$10.4K +140 New
Bessemer Group
327
Bessemer Group
New Jersey
$10K -$11.8M -158,663 -100%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$8.72K +$3.5K +47 +65%
RPA
329
Redwood Park Advisors
California
$8.17K
TWD
330
True Wealth Design
Ohio
$7.85K +$1.64K +22 +26%
LSA
331
Leonteq Securities AG
Switzerland
$7.63K +$1.64K +22 +27%
BFS
332
Bare Financial Services
Pennsylvania
$7.41K +$4.02K +54 +115%
WTA
333
Washington Trust Advisors
Massachusetts
$7.33K
WSFS
334
Wilmington Savings Fund Society
Delaware
$7.33K
Simplex Trading
335
Simplex Trading
Illinois
$6K +$6.7K +90 New
RIL
336
Rothschild Investment LLC
Illinois
$5.79K +$670 +9 +13%
PS
337
Principal Securities
Iowa
$3.59K -$372 -5 -9%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$3.55K
FFO
339
Fortitude Family Office
Arizona
$3.52K +$2.08K +28 +140%
NA
340
NewEdge Advisors
Louisiana
$2.79K
SS
341
Sunbelt Securities
Texas
$2.57K +$2.6K +35 New
LI
342
LRI Investments
Florida
$2.27K
BIA
343
Bell Investment Advisors
California
$2.05K
UIA
344
Ulland Investment Advisors
Minnesota
$2K
HHGA
345
Halbert Hargrove Global Advisors
California
$1.83K +$1.86K +25 New
FDW
346
Fourth Dimension Wealth
Ohio
$1.56K
SIS
347
Sound Income Strategies
Florida
$1.47K
JWA
348
JFS Wealth Advisors
Pennsylvania
$1.39K -$298 -4 -17%
PWA
349
Physician Wealth Advisors
Utah
$1.25K -$1.49K -20 -54%
TPCW
350
TD Private Client Wealth
New York
$1.25K +$1.26K +17 New

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.