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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
OAM
176
Oxford Asset Management
United Kingdom
$553K +$153K +2,059 +38%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$543K
AI
178
Atria Investments
North Carolina
$534K +$253K +3,394 +87%
GCP
179
GSA Capital Partners
United Kingdom
$530K +$323K +4,341 +150%
KWMG
180
King Wealth Management Group
Florida
$513K
Corient Private Wealth
181
Corient Private Wealth
Florida
$513K -$1.26K -17 -0.2%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$509K -$257K -3,458 -33%
Balyasny Asset Management
183
Balyasny Asset Management
Illinois
$509K -$788K -10,592 -60%
FMTC
184
Farmers & Merchants Trust Company
California
$507K -$29.8K -400 -5%
RAM
185
Resona Asset Management
Japan
$495K -$41.9K -563 -8%
Daiwa Securities Group
186
Daiwa Securities Group
Japan
$487K -$28.4K -382 -5%
FIM
187
Fruth Investment Management
Texas
$469K -$29.8K -400 -6%
VF
188
Virtu Financial
New York
$468K +$475K +6,377 New
II
189
Inspire Investing
Idaho
$461K +$79.8K +1,072 +21%
DS
190
DRW Securities
Illinois
$451K +$139K +1,870 +43%
Ensign Peak Advisors
191
Ensign Peak Advisors
Utah
$441K -$908K -12,200 -67%
ACI
192
Alpha Cubed Investments
California
$440K
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$431K +$75.9K +1,020 +21%
PA
194
PharVision Advisers
Florida
$429K +$196K +2,627 +82%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$427K +$15.4K +207 +4%
GWM
196
Gitterman Wealth Management
New Jersey
$413K +$226K +3,036 +117%
FAN
197
Financial Advisors Network
California
$413K
QCG
198
Quadrant Capital Group
Ohio
$406K -$54.5K -732 -12%
CL
199
CIM LLC
New York
$403K +$2.31K +31 +0.6%
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$397K +$3.94K +53 +1%

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.