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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
DZ Bank
201
DZ Bank
Germany
$311K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$308K +$58.4K +1,220 +22%
US Bancorp
203
US Bancorp
Minnesota
$306K -$1K -21 -0.3%
Millennium Management
204
Millennium Management
New York
$306K +$322K +6,735 New
MCM
205
Maple Capital Management
Vermont
$303K
HCM
206
Hutchinson Capital Management
California
$301K -$144 -3 -0%
AI
207
Atria Investments
North Carolina
$299K +$315K +6,575 New
PI
208
PFG Investments
New York
$299K +$144 +3 +0%
Osaic Holdings
209
Osaic Holdings
Arizona
$294K +$75.3K +1,574 +33%
KWA
210
Kingswood Wealth Advisors
California
$288K -$28.7K -600 -9%
TRCT
211
Tower Research Capital (TRC)
New York
$286K +$261K +5,464 +665%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$280K +$59.9K +1,251 +26%
AAS
213
Avantax Advisory Services
Texas
$278K +$57.6K +1,203 +24%
Squarepoint
214
Squarepoint
New York
$275K +$289K +6,048 New
AIP
215
Ameritas Investment Partners
Nebraska
$274K -$10.3K -215 -3%
MMPW
216
Mitchell McLeod Pugh & Williams
Alabama
$273K
EGM
217
Engineers Gate Manager
New York
$264K +$278K +5,806 New
HSBC Holdings
218
HSBC Holdings
United Kingdom
$263K -$533K -11,145 -66%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$260K
ECM
220
Everence Capital Management
Indiana
$258K -$95.7K -2,000 -26%
JCM
221
Jacobi Capital Management
Pennsylvania
$257K -$42.5K -889 -14%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$250K +$263K +5,499 New
AG
223
Algert Global
California
$241K
OAM
224
Oxford Asset Management
United Kingdom
$234K +$247K +5,156 New
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$231K -$95.2K -1,989 -28%

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.