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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
CA
276
Clearstead Advisors
Ohio
$19.7K +$20.7K +433 New
HPC
277
HM Payson & Co
Maine
$19.1K
PAM
278
Parvin Asset Management
South Dakota
$18.2K
TCOT
279
Trust Company of Toledo
Ohio
$18.2K +$19.1K +400 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$2.2K +46 +13%
TWD
281
True Wealth Design
Ohio
$17.3K +$9.43K +197 +107%
CAL
282
Capital Advisors Ltd
Ohio
$16K
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$14.3K -$7.08K -148 -32%
Simplex Trading
284
Simplex Trading
Illinois
$14K +$11.5K +240 +308%
CTC
285
Central Trust Company
Missouri
$13.8K
MCM
286
MAI Capital Management
Ohio
$12.6K +$3.69K +77 +39%
CAM
287
Costello Asset Management
Pennsylvania
$12.3K +$48 +1 +0.4%
UB
288
UMB Bank
Missouri
$11.3K +$431 +9 +4%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$11.1K -$2.73K -57 -19%
HCA
290
Harbor Capital Advisors
Illinois
$11K +$5.07K +106 +82%
BIG
291
Brooklyn Investment Group
New York
$10.9K +$5.65K +118 +97%
RA
292
Rise Advisors
New York
$10.7K +$96 +2 +0.9%
HFS
293
Hantz Financial Services
Michigan
$10K +$6.03K +126 +127%
AF
294
Advisornet Financial
Minnesota
$9.19K
LSA
295
Leonteq Securities AG
Switzerland
$7.82K +$2.97K +62 +56%
TPWA
296
Twin Peaks Wealth Advisors
California
$7.48K +$7.66K +160 New
PS
297
Principal Securities
Iowa
$7.19K +$2.06K +43 +37%
HWM
298
Hemington Wealth Management
Virginia
$7K +$96 +2 +1%
Mitsubishi UFJ Asset Management
299
Mitsubishi UFJ Asset Management
Japan
$6.46K
BL
300
BFSG LLC
California
$6.19K

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.