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California Water Service

338 hedge funds and large institutions have $2.36B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 115

2% more funds holding

Funds holding: 330338 (+8)

0.38% less ownership

Funds ownership: 84.92%84.54% (-0.38%)

4% less capital invested

Capital invested by funds: $2.45B → $2.36B (-$92.6M)

24% less call options, than puts

Call options by funds: $90K | Put options by funds: $118K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
338
Holders Change
+8
Holders Change %
+2.42%
% of All Funds
4.45%
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
127
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Corient IA
Florida
$227K
WSC
227
Wellington Shields & Co
New York
$227K
VPIM
228
Vanguard Personalized Indexing Management
California
$227K +$7.42K +155 +3%
MWM
229
Mission Wealth Management
California
$226K +$431 +9 +0.2%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$223K -$52.3K -1,093 -18%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$222K +$233K +4,874 New
CGH
232
Crossmark Global Holdings
Texas
$218K -$191 -4 -0.1%
Corient Private Wealth
233
Corient Private Wealth
Florida
$213K -$2.92K -61 -1%
X
234
Xponance
Pennsylvania
$211K +$6.56K +137 +3%
ABLA
235
Alan B. Lancz & Associates
Ohio
$209K
API
236
Asset Planning Inc
California
$205K
GWM
237
Gitterman Wealth Management
New Jersey
$203K +$5.12K +107 +2%
SOAMC
238
Spirit of America Management Corp
New York
$182K +$95.7K +2,000 +100%
SPIA
239
Steward Partners Investment Advisory
New York
$174K +$574 +12 +0.3%
RIL
240
Rothschild Investment LLC
Illinois
$125K +$2.63K +55 +2%
MEG
241
Millstone Evans Group
Colorado
$102K
GIA
242
GHP Investment Advisors
Colorado
$91.6K
Russell Investments Group
243
Russell Investments Group
United Kingdom
$90.4K -$48.8K -1,019 -34%
JGIA
244
Jackson Grant Investment Advisers
Connecticut
$75.5K
GRP
245
Global Retirement Partners
California
$75.4K +$79.3K +1,658 New
SN
246
Sittner & Nelson
Oregon
$73.7K
SCM
247
Sterling Capital Management
North Carolina
$73.5K +$40.3K +842 +109%
GI
248
GAMMA Investing
California
$68.9K +$31.5K +658 +77%
S
249
SignatureFD
Georgia
$63.5K +$37.8K +790 +130%
SAM
250
Shell Asset Management
Netherlands
$57K -$6.79K -142 -10%

CWT Hedge Fund Activity: Q2 2025 in Review

338 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2025, worth a combined $2.36B — down 3.8% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CWT positions and 31 closed out — a net gain of 11 holders — while 127 added to existing stakes and 115 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.3M. The largest seller was BlackRock, cutting an estimated $29.3M.

  • 338 institutional investors held California Water Service (CWT) as of Q2 2025, up from 330 in Q1 2025.
  • Funds reported $2.36B of California Water Service stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 42 funds opened new California Water Service positions in Q2 2025 and 31 closed out, a net change of +11 holders.
  • The largest California Water Service buyer in Q2 2025 was Fidelity Investments, an estimated $47.3M added.
  • The largest California Water Service seller in Q2 2025 was BlackRock, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2025.