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California Water Service
CWT

337 hedge funds and large institutions have $2.32B invested in California Water Service in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 88

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $2.17B → $2.32B (+$153M)

2% more funds holding

Funds holding: 330 → 337 (+7)

1.93% more ownership

Funds ownership: 84.1% → 86.03% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

61% less call options, than puts

Call options by funds: $32K | Put options by funds: $82K

Holders
337
Holders Change
+7
Holders Change %
+2.12%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
140
Reduced
88
Closed
32
Calls
$32K
Puts
$82K
Net Calls
-$50K
Net Calls Change
-$3.2M

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$32.8M
2
Morgan Stanley
Morgan Stanley
New York
+$15.8M
3
Marshall Wace
Marshall Wace
United Kingdom
+$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.33M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$7.93M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
2
BlackRock
BlackRock
New York
-$16.7M
3
ECM
ExodusPoint Capital Management
New York
-$10.3M
4
NI
Nuance Investments
Missouri
-$9.94M
5
ACA
Aptus Capital Advisors
Alabama
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
326
Bay Harbor Wealth Management
Maryland
$453 +$179 +4 +67%
GWM
327
Gilpin Wealth Management
Colorado
$363 +$359 +8 New
WSFG
328
Wall Street Financial Group
Illinois
$363 +$359 +8 New
DPW
329
DiNuzzo Private Wealth
Pennsylvania
$273 – – –
VWM
330
Vermillion Wealth Management
Minnesota
$227 +$224 +5 New
RWM
331
Rialto Wealth Management
New York
$137 +$45 +1 +50%
FGAM
332
Financial Gravity Asset Management
Texas
$136 +$135 +3 New
HIA
333
HFM Investment Advisors
New Jersey
$91 – – –
DF
334
Dunhill Financial
United Kingdom
$61 – – –
HFS
335
Hughes Financial Services
Virginia
$45 – – –
CW
336
Curio Wealth
Maryland
$45 +$45 +1 New
ECM
337
ExodusPoint Capital Management
New York
– -$10.3M -238,840 Closed
ACA
338
Aptus Capital Advisors
Alabama
– -$7.76M -179,202 Closed
A
339
AlphaQuest
New York
– -$1.87M -43,190 Closed
Point72 Asset Management
340
Point72 Asset Management
Connecticut
– -$1.74M -40,192 Closed
ZP
341
Zimmer Partners
New York
– -$1.67M -38,500 Closed
MS
342
Maven Securities
Jersey
– -$1.2M -27,611 Closed
DFCM
343
Dark Forest Capital Management
Puerto Rico
– -$1.18M -27,119 Closed
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
– -$1.16M -26,758 Closed
Norges Bank
345
Norges Bank
Norway
– -$958K -22,114 Closed
EGM
346
Engineers Gate Manager
New York
– -$902K -20,821 Closed
HSBC Holdings
347
HSBC Holdings
United Kingdom
– -$574K -13,298 Closed
VI
348
Versor Investments
New York
– -$546K -12,606 Closed
BPC
349
Banque Pictet & Cie
Switzerland
– -$397K -9,152 Closed
Corient Private Wealth
350
Corient Private Wealth
Florida
– -$395K -9,120 Closed
11 12 13
14
15

CWT Hedge Fund Activity: Q1 2026 in Review

337 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2026, worth a combined $2.32B — up 7% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CWT positions and 32 closed out — a net gain of 13 holders — while 140 added to existing stakes and 88 trimmed.

The largest buyer was Amundi, adding an estimated $32.8M. The largest seller was Fidelity Investments, cutting an estimated $18.2M.

  • 337 institutional investors held California Water Service (CWT) as of Q1 2026, up from 330 in Q4 2025.
  • Funds reported $2.32B of California Water Service stock for Q1 2026, up 7% quarter-over-quarter.
  • 45 funds opened new California Water Service positions in Q1 2026 and 32 closed out, a net change of +13 holders.
  • The largest California Water Service buyer in Q1 2026 was Amundi, an estimated $32.8M added.
  • The largest California Water Service seller in Q1 2026 was Fidelity Investments, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2026.