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California Water Service
CWT

Overview Fund Activity

331 hedge funds and large institutions have $2.29B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
42
Increased
124
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.85M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$4.55M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.74M

Top Sellers

1
BlackRock
1
BlackRock
New York
$472M
2
NI
2
Nuance Investments
Missouri
$78.6M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Mission Wealth Management
California
$226K +$409 +9 +0.2%
Tudor Investment Corp
227
Tudor Investment Corp
Connecticut
$223K -$49.7K -1,093 -18%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$222K +$222K +4,874 New
CGH
229
Crossmark Global Holdings
Texas
$218K -$182 -4 -0.1%
Corient Private Wealth
230
Corient Private Wealth
Florida
$213K -$2.77K -61 -1%
X
231
Xponance
Pennsylvania
$211K +$6.23K +137 +3%
ABLA
232
Alan B. Lancz & Associates
Ohio
$209K – – –
API
233
Asset Planning Inc
California
$205K – – –
GWM
234
Gitterman Wealth Management
New Jersey
$203K +$4.87K +107 +2%
SOAMC
235
Spirit of America Management Corp
New York
$182K +$91K +2,000 +100%
SPIA
236
Steward Partners Investment Advisory
New York
$174K +$546 +12 +0.3%
RIL
237
Rothschild Investment LLC
Illinois
$125K +$2.5K +55 +2%
MEG
238
Millstone Evans Group
Colorado
$102K – – –
GIA
239
GHP Investment Advisors
Colorado
$91.6K – – –
Russell Investments Group
240
Russell Investments Group
United Kingdom
$90.4K -$46.3K -1,019 -34%
JGIA
241
Jackson Grant Investment Advisers
Connecticut
$75.5K – – –
GRP
242
Global Retirement Partners
California
$75.4K +$75.4K +1,658 New
SN
243
Sittner & Nelson
Oregon
$73.7K – – –
SCM
244
Sterling Capital Management
North Carolina
$73.5K +$38.3K +842 +109%
GI
245
GAMMA Investing
California
$68.9K +$29.9K +658 +77%
S
246
SignatureFD
Georgia
$63.5K +$35.9K +790 +130%
SAM
247
Shell Asset Management
Netherlands
$57K -$6.5K -142 -10%
WTC
248
WhitTier Trust Company
Nevada
$56.5K – – –
SOW
249
State of Wyoming
Wyoming
$55.4K +$591 +13 +1%
PWM
250
Parkworth Wealth Management
California
$50.9K +$227 +5 +0.4%
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