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California Water Service

337 hedge funds and large institutions have $2.3B invested in California Water Service in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,456% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $234K

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 338337 (-1)

0.48% less ownership

Funds ownership: 84.54%84.06% (-0.48%)

2% less capital invested

Capital invested by funds: $2.36B → $2.3B (-$57.9M)

Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
122
Reduced
110
Closed
31
Calls
$3.64M
Puts
$234K
Net Calls
+$3.41M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$215K -$8.7K -189 -4%
HWM
227
Hohimer Wealth Management
Washington
$214K +$215K +4,673 New
ABLA
228
Alan B. Lancz & Associates
Ohio
$211K
ECM
229
Evergreen Capital Management
Washington
$209K +$209K +4,548 New
AAP
230
Arax Advisory Partners
Colorado
$208K +$205K +4,444 +5,228%
API
231
Asset Planning Inc
California
$207K
SCM
232
Sterling Capital Management
North Carolina
$190K +$116K +2,528 +157%
TRCT
233
Tower Research Capital (TRC)
New York
$184K -$105K -2,274 -36%
SPIA
234
Steward Partners Investment Advisory
New York
$180K +$4.1K +89 +2%
RIL
235
Rothschild Investment LLC
Illinois
$116K -$10.1K -219 -8%
CFD
236
Creative Financial Designs
Indiana
$107K -$486K -10,558 -82%
MEG
237
Millstone Evans Group
Colorado
$103K
GI
238
GAMMA Investing
California
$93K +$23.6K +512 +34%
GIA
239
GHP Investment Advisors
Colorado
$92.4K
JGIA
240
Jackson Grant Investment Advisers
Connecticut
$76.2K
GRP
241
Global Retirement Partners
California
$76.1K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$75.4K +$75.6K +1,643 New
SN
243
Sittner & Nelson
Oregon
$74.3K
MG
244
Mather Group
Illinois
$70.1K +$70.3K +1,528 New
S
245
SignatureFD
Georgia
$67.2K +$3.08K +67 +5%
BC
246
Broadwater Capital
Massachusetts
$64.2K -$2.87M -62,272 -98%
Jones Financial Companies
247
Jones Financial Companies
Missouri
$58.7K +$8.56K +186 +17%
WTC
248
WhitTier Trust Company
Nevada
$56.4K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$52.8K +$49.6K +1,077 +1,475%
BF
250
BOK Financial
Oklahoma
$47.5K

CWT Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q3 2025, worth a combined $2.3B — down 2.5% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CWT positions and 31 closed out — a net gain of 4 holders — while 122 added to existing stakes and 110 trimmed.

The largest buyer was Amundi, adding an estimated $17M. The largest seller was KBC Group, cutting an estimated $5.37M.

  • 337 institutional investors held California Water Service (CWT) as of Q3 2025, down from 338 in Q2 2025.
  • Funds reported $2.3B of California Water Service stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 35 funds opened new California Water Service positions in Q3 2025 and 31 closed out, a net change of +4 holders.
  • The largest California Water Service buyer in Q3 2025 was Amundi, an estimated $17M added.
  • The largest California Water Service seller in Q3 2025 was KBC Group, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2025.