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California Water Service
CWT

330 hedge funds and large institutions have $2.17B invested in California Water Service in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,000% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $9K

0.04% more ownership

Funds ownership: 84.06% → 84.1% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 337 → 330 (-7)

6% less capital invested

Capital invested by funds: $2.3B → $2.17B (-$126M)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
330
Holders Change
-7
Holders Change %
-2.08%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
98
Reduced
130
Closed
38
Calls
$3.16M
Puts
$9K
Net Calls
+$3.15M
Net Calls Change
-$258K

Top Buyers

1
Amundi
Amundi
France
+$21.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
ECM
ExodusPoint Capital Management
New York
+$10.9M
4
BlackRock
BlackRock
New York
+$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.24M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$12.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.63M
3
American Century Companies
American Century Companies
Missouri
-$4.55M
4
NAAA
New Age Alpha Advisors
New York
-$4.34M
5
TIM
Triodos Investment Management
Netherlands
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Sterling Capital Management
North Carolina
$150K -$31.2K -685 -17%
RIL
227
Rothschild Investment LLC
Illinois
$109K -$228 -5 -0.2%
MEG
228
Millstone Evans Group
Colorado
$97.5K – – –
PWPS
229
Pinnacle Wealth Planning Services
Ohio
$94.4K +$99.3K +2,178 New
GIA
230
GHP Investment Advisors
Colorado
$87.2K – – –
Los Angeles Capital Management
231
Los Angeles Capital Management
California
$84.9K +$85.7K +1,879 New
BNP Paribas Asset Management
232
BNP Paribas Asset Management
France
$82K +$47.9K +1,050 +124%
SN
233
Sittner & Nelson
Oregon
$72K – – –
JGIA
234
Jackson Grant Investment Advisers
Connecticut
$72K – – –
GRP
235
Global Retirement Partners
California
$71.8K – – –
S
236
SignatureFD
Georgia
$68.9K +$5.75K +126 +9%
BC
237
Broadwater Capital
Massachusetts
$60.7K – – –
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$59.4K -$12.4K -273 -17%
WTC
239
WhitTier Trust Company
Nevada
$53.9K – – –
Jones Financial Companies
240
Jones Financial Companies
Missouri
$52K -$3.83K -84 -7%
KLWA
241
Kelly Lawrence W & Associates
California
$43.3K – – –
ACM
242
Aster Capital Management
United Arab Emirates
$40.3K -$456 -10 -1%
CSC
243
Caldwell Sutter Capital
California
$37K – – –
TRCT
244
Tower Research Capital (TRC)
New York
$36.8K -$144K -3,162 -79%
BHWM
245
Beaird Harris Wealth Management
Texas
$36.7K – – –
WT
246
Whittier Trust
California
$34.7K – – –
LFG
247
Larson Financial Group
Missouri
$33.3K -$1.23K -27 -3%
NB
248
NBT Bank
New York
$30.3K – – –
PB
249
Pinnacle Bancorp
Nebraska
$29K – – –
QCG
250
Quadrant Capital Group
Ohio
$26.5K +$3.42K +75 +14%
8 9
10
11 12

CWT Hedge Fund Activity: Q4 2025 in Review

330 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2025, worth a combined $2.17B — down 5.5% from $2.3B a quarter earlier.

Fund positioning in CWT was balanced in Q4 2025: 38 funds opened new positions, 38 closed out, 98 added to existing stakes and 130 trimmed.

The largest buyer was Amundi, adding an estimated $21.1M. The largest seller was Millennium Management, cutting an estimated $12.7M.

  • 330 institutional investors held California Water Service (CWT) as of Q4 2025, down from 337 in Q3 2025.
  • Funds reported $2.17B of California Water Service stock for Q4 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new California Water Service positions in Q4 2025 and 38 closed out, a net change of 0 holders.
  • The largest California Water Service buyer in Q4 2025 was Amundi, an estimated $21.1M added.
  • The largest California Water Service seller in Q4 2025 was Millennium Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.