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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
HPC
276
HM Payson & Co
Maine
$19.3K
PAM
277
Parvin Asset Management
South Dakota
$18.4K
TCOT
278
Trust Company of Toledo
Ohio
$18.4K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$17.3K -$921 -20 -5%
CAL
280
Capital Advisors Ltd
Ohio
$17K
IA
281
IFP Advisors
Florida
$16.7K -$3.31K -72 -17%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$16.4K +$5.2K +113 +46%
SL
283
Salomon & Ludwin
Virginia
$15.8K +$16K +347 New
SAM
284
Shell Asset Management
Netherlands
$15K -$42.5K -924 -74%
CTC
285
Central Trust Company
Missouri
$14K
UB
286
UMB Bank
Missouri
$13.4K +$1.93K +42 +17%
CAM
287
Costello Asset Management
Pennsylvania
$12.5K +$92 +2 +0.7%
WA
288
Westfuller Advisors
New York
$12.1K +$12.2K +265 New
HCA
289
Harbor Capital Advisors
Illinois
$11K -$184 -4 -2%
RA
290
Rise Advisors
New York
$10.9K +$46 +1 +0.4%
MCM
291
MAI Capital Management
Ohio
$9.5K -$3.22K -70 -25%
AF
292
Advisornet Financial
Minnesota
$9.27K
LSA
293
Leonteq Securities AG
Switzerland
$9.09K +$1.2K +26 +15%
Bessemer Group
294
Bessemer Group
New Jersey
$9K +$6.91K +150 +441%
NA
295
NewEdge Advisors
Louisiana
$8.02K +$8.06K +175 New
BFS
296
Bare Financial Services
Pennsylvania
$7.53K +$1.33K +29 +21%
PS
297
Principal Securities
Iowa
$7.25K
HWM
298
Hemington Wealth Management
Virginia
$7K
Mitsubishi UFJ Asset Management
299
Mitsubishi UFJ Asset Management
Japan
$6.52K
BL
300
BFSG LLC
California
$6.24K

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.