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California Water Service
CWT

330 hedge funds and large institutions have $2.17B invested in California Water Service in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,000% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $9K

0.04% more ownership

Funds ownership: 84.06% → 84.1% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 337 → 330 (-7)

6% less capital invested

Capital invested by funds: $2.3B → $2.17B (-$126M)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
330
Holders Change
-7
Holders Change %
-2.08%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
98
Reduced
130
Closed
38
Calls
$3.16M
Puts
$9K
Net Calls
+$3.15M
Net Calls Change
-$258K

Top Buyers

1
Amundi
Amundi
France
+$21.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
ECM
ExodusPoint Capital Management
New York
+$10.9M
4
BlackRock
BlackRock
New York
+$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.24M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$12.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.63M
3
American Century Companies
American Century Companies
Missouri
-$4.55M
4
NAAA
New Age Alpha Advisors
New York
-$4.34M
5
TIM
Triodos Investment Management
Netherlands
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
301
Caitong International Asset Management
Hong Kong
$1.91K -$2.55K -56 -56%
HNB
302
Huntington National Bank
Ohio
$1.73K – – –
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.56K – – –
EP
304
Essential Partners
California
$1.52K -$37.7K -827 -96%
JWA
305
JFS Wealth Advisors
Pennsylvania
$1.52K +$684 +15 +75%
BCM
306
Boreal Capital Management
Florida
$1.47K – – –
SS
307
Sunbelt Securities
Texas
$1.13K -$502 -11 -30%
WIM
308
Westside Investment Management
California
$1.13K +$1.19K +26 New
FFO
309
Fortitude Family Office
Arizona
$1.08K +$91 +2 +9%
BIA
310
Bell Investment Advisors
California
$997 -$502 -11 -32%
AssetMark Inc
311
AssetMark Inc
California
$997 -$182 -4 -15%
TM
312
Torren Management
California
$915 +$958 +21 New
SEP
313
Signature Equity Partners
Ohio
$867 +$912 +20 New
PWA
314
Physician Wealth Advisors
Utah
$780 +$821 +18 New
BTI
315
Blue Trust Inc
Georgia
$693 -$274 -6 -27%
RF
316
Rossby Financial
Florida
$607 +$137 +3 +27%
KFAS
317
Keating Financial Advisory Services
Kansas
$563 +$593 +13 New
AW
318
Ankerstar Wealth
Texas
$520 +$547 +12 New
FHA
319
Flagship Harbor Advisors
Massachusetts
$305 +$319 +7 New
MCM
320
MAI Capital Management
Ohio
$304 -$9.12K -200 -97%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$260 – – –
BHWM
322
Bay Harbor Wealth Management
Maryland
$259 – – –
AWM
323
Abound Wealth Management
Tennessee
$174 – – –
SIC
324
SJS Investment Consulting
Ohio
$130 -$46 -1 -25%
PWAM
325
Private Wealth Asset Management
Iowa
$130 – – –
11 12
13
14 15

CWT Hedge Fund Activity: Q4 2025 in Review

330 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2025, worth a combined $2.17B — down 5.5% from $2.3B a quarter earlier.

Fund positioning in CWT was balanced in Q4 2025: 38 funds opened new positions, 38 closed out, 98 added to existing stakes and 130 trimmed.

The largest buyer was Amundi, adding an estimated $21.1M. The largest seller was Millennium Management, cutting an estimated $12.7M.

  • 330 institutional investors held California Water Service (CWT) as of Q4 2025, down from 337 in Q3 2025.
  • Funds reported $2.17B of California Water Service stock for Q4 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new California Water Service positions in Q4 2025 and 38 closed out, a net change of 0 holders.
  • The largest California Water Service buyer in Q4 2025 was Amundi, an estimated $21.1M added.
  • The largest California Water Service seller in Q4 2025 was Millennium Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.