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American States Water

375 hedge funds and large institutions have $2.4B invested in American States Water in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $2.37M

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $2.28B → $2.4B (+$118M)

4% more funds holding

Funds holding: 359375 (+16)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.14% less ownership

Funds ownership: 81.3%81.16% (-0.14%)

Holders
375
Holders Change
+16
Holders Change %
+4.46%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
132
Reduced
123
Closed
26
Calls
$6.53M
Puts
$2.37M
Net Calls
+$4.17M
Net Calls Change
-$7.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
351
Cornerstone Financial Management
Massachusetts
$1.44K
GFA
352
Godfrey Financial Associates
New York
$1.44K
WPA
353
Wealth Preservation Advisors
Tennessee
$1.44K +$1.4K +19 New
BFS
354
Bare Financial Services
Pennsylvania
$1.36K -$2.51K -34 -65%
SG
355
Sankala Group
Colorado
$1.13K
PWMG
356
Private Wealth Management Group
New Jersey
$1.06K
CCWM
357
Cassaday & Co Wealth Management
Virginia
$757 +$737 +10 New
KG
358
Kilter Group
New York
$757 +$737 +10 New
LFG
359
Larson Financial Group
Missouri
$756 -$295 -4 -29%
PWA
360
Physician Wealth Advisors
Utah
$605 -$221 -3 -27%
BIA
361
Bell Investment Advisors
California
$530 -$1.55K -21 -75%
DPW
362
DiNuzzo Private Wealth
Pennsylvania
$454
FHC
363
First Horizon Corporation
Tennessee
$454
BHWM
364
Bay Harbor Wealth Management
Maryland
$453 +$221 +3 +100%
MCM
365
Manchester Capital Management
Vermont
$379 -$1.92K -26 -84%
GWM
366
Gilpin Wealth Management
Colorado
$379
AW
367
Ankerstar Wealth
Texas
$302
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$302 +$74 +1 +33%
HFS
369
Hughes Financial Services
Virginia
$227 +$74 +1 +50%
VWM
370
Vermillion Wealth Management
Minnesota
$227 +$221 +3 New
PWMG
371
Prestige Wealth Management Group
New Jersey
$152 +$147 +2 New
HIA
372
HFM Investment Advisors
New Jersey
$151
FGAM
373
Financial Gravity Asset Management
Texas
$151 +$147 +2 New
RWM
374
Rialto Wealth Management
New York
$76 -$147 -2 -67%
CW
375
Curio Wealth
Maryland
$76 +$74 +1 New

AWR Hedge Fund Activity: Q1 2026 in Review

375 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2026, worth a combined $2.4B — up 5.2% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AWR positions and 26 closed out — a net gain of 26 holders — while 132 added to existing stakes and 123 trimmed.

The largest buyer was Zurich Cantonal Bank, opening a new position worth an estimated $13.1M. The largest seller was Pictet Asset Management, cutting an estimated $53.9M.

  • 375 institutional investors held American States Water (AWR) as of Q1 2026, up from 359 in Q4 2025.
  • Funds reported $2.4B of American States Water stock for Q1 2026, up 5.2% quarter-over-quarter.
  • 52 funds opened new American States Water positions in Q1 2026 and 26 closed out, a net change of +26 holders.
  • The largest American States Water buyer in Q1 2026 was Zurich Cantonal Bank, an estimated $13.1M added.
  • The largest American States Water seller in Q1 2026 was Pictet Asset Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2026.