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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
CAM
276
Costello Asset Management
Pennsylvania
$11.8K +$46 +1 +0.4%
WA
277
Westfuller Advisors
New York
$11.5K +$46 +1 +0.4%
LSA
278
Leonteq Securities AG
Switzerland
$11K +$2.51K +55 +28%
ZBNA
279
Zions Bancorporation, National Association
Utah
$10.4K +$10.9K +239 New
HCA
280
Harbor Capital Advisors
Illinois
$10K -$182 -4 -2%
MCM
281
Manchester Capital Management
Vermont
$9.53K -$669K -14,661 -99%
HFS
282
Hantz Financial Services
Michigan
$9K -$30.9K -678 -77%
AF
283
Advisornet Financial
Minnesota
$8.75K – – –
NA
284
NewEdge Advisors
Louisiana
$8.04K +$502 +11 +6%
SAM
285
Smartleaf Asset Management
Massachusetts
$6.58K +$775 +17 +13%
BWA
286
Basecamp Wealth Advisors
Washington
$6.46K +$6.79K +149 New
EWM
287
Evolution Wealth Management
Florida
$6.11K +$6.43K +141 New
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$6.1K – – –
BL
289
BFSG LLC
California
$5.89K – – –
SS
290
SBI Securities
Japan
$5.16K – – –
MA
291
MCF Advisors
Kentucky
$4.33K – – –
BFS
292
Bare Financial Services
Pennsylvania
$3.86K -$3.42K -75 -46%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$3.79K -$48.4K -1,062 -92%
RFP
294
Root Financial Partners
California
$3.42K +$410 +9 +13%
GAFA
295
Garton & Associates Financial Advisors
Kentucky
$3.14K +$3.33K +73 New
PWMG
296
Private Wealth Management Group
New Jersey
$2.82K – – –
PFBT
297
Parkside Financial Bank & Trust
Missouri
$2.69K +$2.14K +47 +313%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$2.6K – – –
SAG
299
SageView Advisory Group
California
$2.56K +$2.69K +59 New
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$2.25K – – –
10 11
12
13 14

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.