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California Water Service

330 hedge funds and large institutions have $2.45B invested in California Water Service in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $436K | Put options by funds: $232K

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

10% more capital invested

Capital invested by funds: $2.23B → $2.45B (+$222M)

2.28% more ownership

Funds ownership: 82.64%84.92% (+2.3%)

2% more funds holding

Funds holding: 323330 (+7)

Holders
330
Holders Change
+7
Holders Change %
+2.17%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
122
Reduced
101
Closed
36
Calls
$436K
Puts
$232K
Net Calls
+$204K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
API
226
Asset Planning Inc
California
$218K
GWM
227
Gitterman Wealth Management
New Jersey
$211K +$198K +4,354 New
II
228
IFM Investors
Australia
$207K -$164K -3,619 -46%
SPIA
229
Steward Partners Investment Advisory
New York
$185K +$681 +15 +0.4%
Russell Investments Group
230
Russell Investments Group
United Kingdom
$146K +$116K +2,551 +559%
SC
231
SouthState Corp
Florida
$136K +$127K +2,800 New
RIL
232
Rothschild Investment LLC
Illinois
$131K +$2.5K +55 +2%
PA
233
Parallel Advisors
California
$123K +$101K +2,224 +686%
CCM
234
Coldstream Capital Management
Washington
$114K +$106K +2,343 New
MEG
235
Millstone Evans Group
Colorado
$109K
GIA
236
GHP Investment Advisors
Colorado
$97.5K
SOAMC
237
Spirit of America Management Corp
New York
$96.9K +$90.8K +2,000 New
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$80.5K
SN
239
Sittner & Nelson
Oregon
$78.5K
MG
240
Mather Group
Illinois
$74K +$69.4K +1,528 New
BC
241
Broadwater Capital
Massachusetts
$67.8K
SAM
242
Shell Asset Management
Netherlands
$67K -$2.82K -62 -4%
QCG
243
Quadrant Capital Group
Ohio
$65.3K -$68.1K -1,499 -53%
WTC
244
WhitTier Trust Company
Nevada
$60.2K
SOW
245
State of Wyoming
Wyoming
$58.4K -$49.3K -1,086 -47%
BF
246
BOK Financial
Oklahoma
$54.4K
PWM
247
Parkworth Wealth Management
California
$54K
KLWA
248
Kelly Lawrence W & Associates
California
$48.5K
GI
249
GAMMA Investing
California
$41.5K -$5.72K -126 -13%
CSC
250
Caldwell Sutter Capital
California
$41.4K