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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
WTC
251
WhitTier Trust Company
Nevada
$56.5K
SOW
252
State of Wyoming
Wyoming
$55.4K +$622 +13 +1%
PWM
253
Parkworth Wealth Management
California
$50.9K +$239 +5 +0.4%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$50K +$18.7K +390 +55%
BF
255
BOK Financial
Oklahoma
$47K -$4.21K -88 -8%
KLWA
256
Kelly Lawrence W & Associates
California
$45.5K
CSC
257
Caldwell Sutter Capital
California
$38.9K
BHWM
258
Beaird Harris Wealth Management
Texas
$38.5K
WT
259
Whittier Trust
California
$36.4K +$38.3K +800 New
LFG
260
Larson Financial Group
Missouri
$36.2K +$17.5K +365 +85%
BNP Paribas Asset Management
261
BNP Paribas Asset Management
France
$36K +$37.8K +789 New
NB
262
NBT Bank
New York
$31.8K
EWA
263
EverSource Wealth Advisors
Alabama
$31.7K +$17.5K +365 +110%
VCM
264
Versant Capital Management
Arizona
$31.2K +$239 +5 +0.7%
PB
265
Pinnacle Bancorp
Nebraska
$30.5K
TFIPS
266
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.7K +$30.1K +630 New
DB
267
Danske Bank
Denmark
$27.3K
HI
268
Harbour Investments
Wisconsin
$27.3K
CAM
269
Clarity Asset Management
Iowa
$27.2K -$3.59K -75 -11%
TVWM
270
Tower View Wealth Management
Wisconsin
$24K +$144 +3 +0.6%
IA
271
IFP Advisors
Florida
$22.2K +$3.92K +82 +23%
BCV
272
Banque Cantonale Vaudoise
Switzerland
$21K -$12.3K -258 -36%
PA
273
Parallel Advisors
California
$20.5K -$100K -2,097 -82%
Nomura Asset Management
274
Nomura Asset Management
Japan
$20.5K
VIS
275
Vega Investment Solutions
France
$20.2K -$17.6K -368 -45%

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.