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California Water Service

336 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, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $2.41B → $2.29B (-$124M)

24% less call options, than puts

Call options by funds: $90K | Put options by funds: $118K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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
$90K
Puts
$118K
Net Calls
Net Calls Change

Top Sellers

1 -$27.9M
2 -$13.1M
3 -$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
Change in
Stake
SS
301
SBI Securities
Japan
$5.37K
MA
302
MCF Advisors
Kentucky
$4.55K
AAP
303
Arax Advisory Partners
Colorado
$3.87K
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$3.33K
HNB
305
Huntington National Bank
Ohio
$3.23K
PWMG
306
Private Wealth Management Group
New Jersey
$2.96K
TWC
307
TD Waterhouse Canada
Ontario, Canada
$2.79K
SAM
308
Smartleaf Asset Management
Massachusetts
$2.41K
DJSG
309
D.J. St. Germain
Massachusetts
$2.14K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$2.09K
AssetMark Inc
311
AssetMark Inc
California
$2K
Bessemer Group
312
Bessemer Group
New Jersey
$2K
SO
313
Sierra Ocean
California
$1.86K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.82K
GK
315
Graney & King
New York
$1.64K
BCM
316
Boreal Capital Management
Florida
$1.55K
CT
317
Clearstead Trust
Maine
$1.36K
BIA
318
Bell Investment Advisors
California
$1.05K
BTI
319
Blue Trust Inc
Georgia
$1K
FFO
320
Fortitude Family Office
Arizona
$1K
AGWCA
321
Annis Gardner Whiting Capital Advisors
Florida
$774
FFA
322
Farther Finance Advisors
California
$728
JWA
323
JFS Wealth Advisors
Pennsylvania
$592
AAS
324
Ameritas Advisory Services
Nebraska
$500
NC
325
NewSquare Capital
Pennsylvania
$409