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California Water Service

338 hedge funds and large institutions have $2.36B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 115

2% more funds holding

Funds holding: 330338 (+8)

0.38% less ownership

Funds ownership: 84.92%84.54% (-0.38%)

4% less capital invested

Capital invested by funds: $2.45B → $2.36B (-$92.6M)

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
338
Holders Change
+8
Holders Change %
+2.42%
% of All Funds
4.45%
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
127
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Ameritas Advisory Services
Nebraska
$500 +$526 +11 New
NC
327
NewSquare Capital
Pennsylvania
$409 -$622 -13 -59%
DPW
328
DiNuzzo Private Wealth
Pennsylvania
$319 -$48 -1 -13%
CPG
329
Cornerstone Planning Group
New Jersey
$278 +$287 +6 New
SIC
330
SJS Investment Consulting
Ohio
$182 -$144 -3 -43%
AWM
331
Abound Wealth Management
Tennessee
$182
PWAM
332
Private Wealth Asset Management
Iowa
$136
HIA
333
HFM Investment Advisors
New Jersey
$136 +$96 +2 +200%
FGC
334
Financial Gravity Companies
Texas
$136 +$144 +3 New
BHWM
335
Bay Harbor Wealth Management
Maryland
$90 +$48 +1 +100%
RWM
336
Rialto Wealth Management
New York
$46 +$48 +1 New
A
337
AlphaQuest
New York
$45 -$191 -4 -80%
1832 Asset Management
338
1832 Asset Management
Ontario, Canada
-$9.69M -200,000 Closed
VLKIM
339
Van Lanschot Kempen Investment Management
Netherlands
-$3.6M -74,305 Closed
Marshall Wace
340
Marshall Wace
United Kingdom
-$3.03M -62,511 Closed
FCI
341
Financial Counselors Inc
Kansas
-$2.68M -55,359 Closed
Skandinaviska Enskilda Banken (SEB)
342
Skandinaviska Enskilda Banken (SEB)
Sweden
-$2.26M -46,739 Closed
DPIM
343
Duff & Phelps Investment Management
Illinois
-$1.7M -35,006 Closed
GCP
344
GSA Capital Partners
United Kingdom
-$1.61M -33,267 Closed
CF
345
Corebridge Financial
Texas
-$1.51M -31,121 Closed
NRD
346
Nebula Research & Development
New York
-$1M -20,729 Closed
FRM
347
Fox Run Management
Connecticut
-$971K -20,046 Closed
GS
348
GWN Securities
Florida
-$846K -18,932 Closed
XT
349
XTX Topco
Cayman Islands
-$453K -9,342 Closed
YIH
350
Y-Intercept (HK)
Hong Kong
-$337K -6,945 Closed

CWT Hedge Fund Activity: Q2 2025 in Review

338 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2025, worth a combined $2.36B — down 3.8% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CWT positions and 31 closed out — a net gain of 11 holders — while 127 added to existing stakes and 115 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $47.3M. The largest seller was BlackRock, cutting an estimated $29.3M.

  • 338 institutional investors held California Water Service (CWT) as of Q2 2025, up from 330 in Q1 2025.
  • Funds reported $2.36B of California Water Service stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 42 funds opened new California Water Service positions in Q2 2025 and 31 closed out, a net change of +11 holders.
  • The largest California Water Service buyer in Q2 2025 was Fidelity Investments, an estimated $47.3M added.
  • The largest California Water Service seller in Q2 2025 was BlackRock, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2025.