CWT icon

California Water Service
CWT

Overview Fund Activity

331 hedge funds and large institutions have $2.29B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.44%
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
124
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$11.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.69M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$4.55M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.09M

Top Sellers

1
BlackRock
BlackRock
New York
-$27.9M
2
NI
Nuance Investments
Missouri
-$13.1M
3
Northern Trust
Northern Trust
Illinois
-$11.8M
4
Goldman Sachs
Goldman Sachs
New York
-$10.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$9.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
301
Private Wealth Management Group
New Jersey
$2.96K – – –
TWC
302
TD Waterhouse Canada
Ontario, Canada
$2.79K – – –
SAM
303
Smartleaf Asset Management
Massachusetts
$2.41K -$3.68K -81 -60%
DJSG
304
D.J. St. Germain
Massachusetts
$2.14K – – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$2.09K +$46 +1 +2%
AssetMark Inc
306
AssetMark Inc
California
$2K +$1.73K +38 +633%
Bessemer Group
307
Bessemer Group
New Jersey
$2K -$941 -16 -32%
SO
308
Sierra Ocean
California
$1.87K +$955 +21 +105%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$1.82K – – –
GK
310
Graney & King
New York
$1.64K – – –
BCM
311
Boreal Capital Management
Florida
$1.55K +$1.55K +34 New
CT
312
Clearstead Trust
Maine
$1.37K +$1.37K +30 New
BIA
313
Bell Investment Advisors
California
$1.05K -$501 -11 -32%
BTI
314
Blue Trust Inc
Georgia
$1K -$9.87K -217 -91%
FFO
315
Fortitude Family Office
Arizona
$1K +$1K +22 New
AGWCA
316
Annis Gardner Whiting Capital Advisors
Florida
$774 +$774 +17 New
FFA
317
Farther Finance Advisors
California
$728 +$137 +3 +23%
JWA
318
JFS Wealth Advisors
Pennsylvania
$592 -$683 -15 -54%
AAS
319
Ameritas Advisory Services
Nebraska
$500 +$500 +11 New
NC
320
NewSquare Capital
Pennsylvania
$409 -$591 -13 -59%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$319 -$46 -1 -13%
CPG
322
Cornerstone Planning Group
New Jersey
$278 +$278 +6 New
SIC
323
SJS Investment Consulting
Ohio
$182 -$137 -3 -43%
AWM
324
Abound Wealth Management
Tennessee
$182 – – –
PWAM
325
Private Wealth Asset Management
Iowa
$136 – – –
11 12
13
14 15