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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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$468K +$469K +10,188 New
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$464K -$640K -13,900 -58%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$436K +$125K +2,717 +40%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$413K +$45.3K +983 +12%
Holocene Advisors
180
Holocene Advisors
New York
$413K -$1.45M -31,524 -78%
Corient Private Wealth
181
Corient Private Wealth
Florida
$410K +$195K +4,243 +91%
SFG
182
Sovereign Financial Group
Connecticut
$406K -$40K -868 -9%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$403K -$3.07M -66,663 -88%
Connor, Clark & Lunn Investment Management (CC&L)
184
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$390K +$391K +8,504 New
EM
185
ELCO Management
New York
$365K -$44.1K -959 -11%
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$358K -$57K -1,239 -14%
SEI Investments
187
SEI Investments
Pennsylvania
$356K +$3.82K +83 +1%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$355K
GIM
189
Glenmede Investment Management
Pennsylvania
$350K +$4.42K +96 +1%
BC
190
Blackhill Capital
New Jersey
$349K
GAA
191
Green Alpha Advisors
Colorado
$342K -$18.2K -396 -5%
SIS
192
Sound Income Strategies
Florida
$337K
EP
193
Edgestream Partners
New Jersey
$333K +$334K +7,253 New
WA
194
Wealth Architects
California
$332K +$13.2K +287 +4%
QC
195
Quadrature Capital
United Kingdom
$332K +$333K +7,231 New
TPWA
196
TRUE Private Wealth Advisors
Oregon
$330K
Osaic Holdings
197
Osaic Holdings
Arizona
$319K +$23.5K +510 +8%
MAS
198
Meeder Advisory Services
Ohio
$317K -$691 -15 -0.2%
SO
199
STRS Ohio
Ohio
$317K -$193K -4,200 -38%
DZ Bank
200
DZ Bank
Germany
$313K

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.