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California Water Service

335 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, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $2.41B → $2.29B (-$124M)

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
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$90K
Puts
$118K
Net Calls
Net Calls Change

Top Sellers

1 -$27.9M
2 -$13.1M
3 -$11.8M
4
Goldman Sachs
Goldman Sachs
New York
-$10.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
226
Wellington Shields & Co
New York
$227K
CI
227
Corient IA
Florida
$227K
VPIM
228
Vanguard Personalized Indexing Management
California
$227K
MWM
229
Mission Wealth Management
California
$226K
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$223K
Neuberger Berman Group
231
Neuberger Berman Group
New York
$222K
CGH
232
Crossmark Global Holdings
Texas
$218K
Corient Private Wealth
233
Corient Private Wealth
Florida
$213K
X
234
Xponance
Pennsylvania
$211K
ABLA
235
Alan B. Lancz & Associates
Ohio
$209K
API
236
Asset Planning Inc
California
$205K
GWM
237
Gitterman Wealth Management
New Jersey
$203K
SOAMC
238
Spirit of America Management Corp
New York
$182K
SPIA
239
Steward Partners Investment Advisory
New York
$174K
RIL
240
Rothschild Investment LLC
Illinois
$125K
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
JGIA
244
Jackson Grant Investment Advisers
Connecticut
$75.5K
GRP
245
Global Retirement Partners
California
$75.4K
SN
246
Sittner & Nelson
Oregon
$73.7K
SCM
247
Sterling Capital Management
North Carolina
$73.5K
GI
248
GAMMA Investing
California
$68.9K
S
249
SignatureFD
Georgia
$63.5K
SAM
250
Shell Asset Management
Netherlands
$57K