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California Water Service
CWT

Overview Fund Activity

331 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, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.44%
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
124
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$11.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.69M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$4.55M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.09M

Top Sellers

1
BlackRock
BlackRock
New York
-$27.9M
2
NI
Nuance Investments
Missouri
-$13.1M
3
Northern Trust
Northern Trust
Illinois
-$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 		Shares
Change %
Jones Financial Companies
251
Jones Financial Companies
Missouri
$50K +$17.7K +390 +55%
BF
252
BOK Financial
Oklahoma
$47K -$4K -88 -8%
KLWA
253
Kelly Lawrence W & Associates
California
$45.5K – – –
CSC
254
Caldwell Sutter Capital
California
$38.9K – – –
BHWM
255
Beaird Harris Wealth Management
Texas
$38.5K – – –
WT
256
Whittier Trust
California
$36.4K +$36.4K +800 New
LFG
257
Larson Financial Group
Missouri
$36.2K +$16.6K +365 +85%
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$36K +$36K +789 New
NB
259
NBT Bank
New York
$31.8K – – –
EWA
260
EverSource Wealth Advisors
Alabama
$31.7K +$16.6K +365 +110%
VCM
261
Versant Capital Management
Arizona
$31.2K +$227 +5 +0.7%
PB
262
Pinnacle Bancorp
Nebraska
$30.5K – – –
TFIPS
263
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.7K +$28.7K +630 New
HI
264
Harbour Investments
Wisconsin
$27.3K – – –
CAM
265
Clarity Asset Management
Iowa
$27.2K -$3.41K -75 -11%
TVWM
266
Tower View Wealth Management
Wisconsin
$24K +$137 +3 +0.6%
IA
267
IFP Advisors
Florida
$22.2K +$4.19K +82 +23%
BCV
268
Banque Cantonale Vaudoise
Switzerland
$21K -$12K -258 -36%
PA
269
Parallel Advisors
California
$20.5K -$95.3K -2,097 -82%
Nomura Asset Management
270
Nomura Asset Management
Japan
$20.5K – – –
VIS
271
Vega Investment Solutions
France
$20.2K -$16.7K -368 -45%
CA
272
Clearstead Advisors
Ohio
$19.7K +$19.7K +433 New
PAM
273
Parvin Asset Management
South Dakota
$18.2K – – –
TCOT
274
Trust Company of Toledo
Ohio
$18.2K +$18.2K +400 New
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$2.09K +46 +13%
9 10
11
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