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California Water Service
CWT

Overview Fund Activity

327 hedge funds and large institutions have $2.28B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 114 reducing their positions, and 31 closing their positions.

Holders
327
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
41
Increased
124
Reduced
114
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$149M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.85M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$4.55M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.74M

Top Sellers

1
BlackRock
1
BlackRock
New York
$472M
2
NI
2
Nuance Investments
Missouri
$78.6M
3
Northern Trust
3
Northern Trust
Illinois
$32.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
301
Private Wealth Management Group
New Jersey
$2.96K 65 – –
TWC
302
TD Waterhouse Canada
Ontario, Canada
$2.79K 60 – –
SAM
303
Smartleaf Asset Management
Massachusetts
$2.41K 53 -81 -60%
DJSG
304
D.J. St. Germain
Massachusetts
$2.14K 47 – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$2.09K 46 +1 +2%
AssetMark Inc
306
AssetMark Inc
California
$2K 44 +38 +633%
Bessemer Group
307
Bessemer Group
New Jersey
$2K 34 -16 -32%
SO
308
Sierra Ocean
California
$1.87K 41 +21 +105%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$1.82K 40 – –
GK
310
Graney & King
New York
$1.64K 36 – –
BCM
311
Boreal Capital Management
Florida
$1.55K 34 +34 New
CT
312
Clearstead Trust
Maine
$1.37K 30 +30 New
BIA
313
Bell Investment Advisors
California
$1.05K 23 -11 -32%
BTI
314
Blue Trust Inc
Georgia
$1K 22 -217 -91%
FFO
315
Fortitude Family Office
Arizona
$1K 22 +22 New
AGWCA
316
Annis Gardner Whiting Capital Advisors
Florida
$774 17 +17 New
FFA
317
Farther Finance Advisors
California
$728 16 +3 +23%
JWA
318
JFS Wealth Advisors
Pennsylvania
$592 13 -15 -54%
AAS
319
Ameritas Advisory Services
Nebraska
$500 11 +11 New
NC
320
NewSquare Capital
Pennsylvania
$409 9 -13 -59%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$319 7 -1 -13%
CPG
322
Cornerstone Planning Group
New Jersey
$278 6 +6 New
SIC
323
SJS Investment Consulting
Ohio
$182 4 -3 -43%
AWM
324
Abound Wealth Management
Tennessee
$182 4 – –
PWAM
325
Private Wealth Asset Management
Iowa
$136 3 – –
11 12
13
14 15