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California Water Service

337 hedge funds and large institutions have $2.3B invested in California Water Service in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,456% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $234K

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

11% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 338337 (-1)

0.48% less ownership

Funds ownership: 84.54%84.06% (-0.48%)

2% less capital invested

Capital invested by funds: $2.36B → $2.3B (-$57.9M)

Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
122
Reduced
110
Closed
31
Calls
$3.64M
Puts
$234K
Net Calls
+$3.41M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$6.08K +$3.73K +81 +153%
SS
302
SBI Securities
Japan
$5.46K +$46 +1 +0.8%
WANY
303
Wealthspire Advisors (New York)
New York
$4.91K +$4.93K +107 New
MA
304
MCF Advisors
Kentucky
$4.59K
CIAM
305
Caitong International Asset Management
Hong Kong
$4.59K +$4.6K +100 New
RFP
306
Root Financial Partners
California
$3.21K +$3.22K +70 New
PWMG
307
Private Wealth Management Group
New Jersey
$2.98K
TWC
308
TD Waterhouse Canada
Ontario, Canada
$2.67K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$2.39K -$12K -261 -83%
QL
310
Quarry LP
New York
$2.2K +$2.21K +48 New
Simplex Trading
311
Simplex Trading
Illinois
$2K -$12.5K -272 -86%
HNB
312
Huntington National Bank
Ohio
$1.84K -$1.43K -31 -44%
SS
313
Sunbelt Securities
Texas
$1.7K +$1.7K +37 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.65K -$184 -4 -10%
TFA
315
Transamerica Financial Advisors
Florida
$1.65K +$1.66K +36 New
BIA
316
Bell Investment Advisors
California
$1.56K +$506 +11 +48%
BCM
317
Boreal Capital Management
Florida
$1.56K
CT
318
Clearstead Trust
Maine
$1.38K
TIM
319
Tortoise Investment Management
New York
$1.33K +$1.33K +29 New
AssetMark Inc
320
AssetMark Inc
California
$1.24K -$783 -17 -39%
FFO
321
Fortitude Family Office
Arizona
$1.05K +$46 +1 +5%
BTI
322
Blue Trust Inc
Georgia
$1.01K
JWA
323
JFS Wealth Advisors
Pennsylvania
$918 +$322 +7 +54%
AGWCA
324
Annis Gardner Whiting Capital Advisors
Florida
$781
PFBT
325
Parkside Financial Bank & Trust
Missouri
$689 -$1.43K -31 -67%

CWT Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q3 2025, worth a combined $2.3B — down 2.5% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CWT positions and 31 closed out — a net gain of 4 holders — while 122 added to existing stakes and 110 trimmed.

The largest buyer was Amundi, adding an estimated $17M. The largest seller was KBC Group, cutting an estimated $5.37M.

  • 337 institutional investors held California Water Service (CWT) as of Q3 2025, down from 338 in Q2 2025.
  • Funds reported $2.3B of California Water Service stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 35 funds opened new California Water Service positions in Q3 2025 and 31 closed out, a net change of +4 holders.
  • The largest California Water Service buyer in Q3 2025 was Amundi, an estimated $17M added.
  • The largest California Water Service seller in Q3 2025 was KBC Group, an estimated $5.37M sold.

Based on aggregated 13F filings for Q3 2025.