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California Water Service

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: 11 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 337330 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
151
Holocene Advisors
New York
$566K +$185K +4,047 +45%
FMTC
152
Farmers & Merchants Trust Company
California
$563K -$22.8K -500 -4%
Creative Planning
153
Creative Planning
Kansas
$562K -$199K -4,373 -25%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$561K -$221K -4,840 -27%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$560K -$190K -4,177 -25%
VI
156
Versor Investments
New York
$546K +$575K +12,606 New
AWP
157
Abacus Wealth Partners
California
$542K +$571K +12,519 New
AI
158
Atria Investments
North Carolina
$524K -$52.6K -1,153 -9%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$514K -$593 -13 -0.1%
Stifel Financial
160
Stifel Financial
Missouri
$511K -$23.9K -523 -4%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$485K +$99.5K +2,182 +24%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$477K +$4.15K +91 +0.8%
CYG
163
Clean Yield Group
Vermont
$474K -$13.7K -300 -3%
DADC
164
D.A. Davidson & Co
Montana
$454K -$2.92K -64 -0.6%
EI
165
Ethic Inc
New York
$450K -$51.5K -1,129 -10%
RAM
166
Resona Asset Management
Japan
$449K -$4.01K -88 -0.8%
PWM
167
Perigon Wealth Management
California
$442K +$465K +10,206 New
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$437K +$460K +10,091 New
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$434K -$97.1K -2,129 -18%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$431K -$113K -2,482 -20%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$412K -$58.3K -1,279 -12%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$406K -$36.9K -809 -8%
BPC
173
Banque Pictet & Cie
Switzerland
$397K -$98.1K -2,152 -19%
Corient Private Wealth
174
Corient Private Wealth
Florida
$395K +$8.89K +195 +2%
PAG
175
Private Advisor Group
New Jersey
$390K -$316K -6,922 -43%