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California Water Service

336 hedge funds and large institutions have $2.32B invested in California Water Service in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 87 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.93% more ownership

Funds ownership: 84.1%86.03% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

61% less call options, than puts

Call options by funds: $32K | Put options by funds: $82K

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$82K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
301
Twin Peaks Wealth Advisors
California
$4.08K
KFAS
302
Keating Financial Advisory Services
Kansas
$3.04K
PWMG
303
Private Wealth Management Group
New Jersey
$2.95K
CFO
304
CVA Family Office
Colorado
$2.77K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$2.73K
SIC
306
SJS Investment Consulting
Ohio
$2.45K
FFO
307
Fortitude Family Office
Arizona
$2.45K
BFS
308
Bare Financial Services
Pennsylvania
$2.04K
SIM
309
Synergy Investment Management
Florida
$1.9K
RF
310
Rossby Financial
Florida
$1.87K
HNB
311
Huntington National Bank
Ohio
$1.81K
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.63K
BCM
313
Boreal Capital Management
Florida
$1.54K
WPA
314
Wealth Preservation Advisors
Tennessee
$1.45K
JWM
315
JPL Wealth Management
Colorado
$1.41K
JWA
316
JFS Wealth Advisors
Pennsylvania
$1.27K
PWA
317
Physician Wealth Advisors
Utah
$1.23K
WIM
318
Westside Investment Management
California
$1.18K
CIAM
319
Caitong International Asset Management
Hong Kong
$1.04K
BIA
320
Bell Investment Advisors
California
$998
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$816
SS
322
Sunbelt Securities
Texas
$771
BTI
323
Blue Trust Inc
Georgia
$725
AW
324
Ankerstar Wealth
Texas
$544
BHWM
325
Bay Harbor Wealth Management
Maryland
$453