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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
MOACM
201
Mutual of America Capital Management
New York
$306K -$45K -978 -13%
MCM
202
Maple Capital Management
Vermont
$306K
HCM
203
Hutchinson Capital Management
California
$303K +$92 +2 +0%
PI
204
PFG Investments
New York
$301K +$138 +3 +0%
SOAMC
205
Spirit of America Management Corp
New York
$298K +$115K +2,500 +63%
MMPW
206
Mitchell McLeod Pugh & Williams
Alabama
$296K
CBU
207
CIBC Bancorp USA
Illinois
$293K +$294K +6,378 New
IC
208
IEQ Capital
California
$290K -$30K -652 -9%
ET
209
Entropy Technologies
New York
$288K +$289K +6,269 New
Russell Investments Group
210
Russell Investments Group
United Kingdom
$287K +$197K +4,271 +215%
AG
211
Algert Global
California
$287K +$43.7K +950 +18%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$281K +$28.5K +620 +11%
MM
213
MQS Management
New York
$276K +$277K +6,021 New
US Bancorp
214
US Bancorp
Minnesota
$271K -$38.4K -835 -12%
VPIM
215
Vanguard Personalized Indexing Management
California
$264K +$34.9K +757 +15%
ECM
216
Everence Capital Management
Indiana
$261K
JCM
217
Jacobi Capital Management
Pennsylvania
$260K +$368 +8 +0.1%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$257K -$5.89K -128 -2%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$236K +$2.3K +50 +1%
AIP
220
Ameritas Investment Partners
Nebraska
$235K -$41K -890 -15%
CI
221
Corient IA
Florida
$229K
WSC
222
Wellington Shields & Co
New York
$229K
MWM
223
Mission Wealth Management
California
$229K +$552 +12 +0.2%
CGH
224
Crossmark Global Holdings
Texas
$220K
X
225
Xponance
Pennsylvania
$216K +$2.58K +56 +1%

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.