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California Water Service
CWT

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: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 337 → 330 (-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

Top Buyers

1
Amundi
Amundi
France
+$21.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
ECM
ExodusPoint Capital Management
New York
+$10.9M
4
BlackRock
BlackRock
New York
+$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.24M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$12.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.63M
3
American Century Companies
American Century Companies
Missouri
-$4.55M
4
NAAA
New Age Alpha Advisors
New York
-$4.34M
5
TIM
Triodos Investment Management
Netherlands
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
201
Mitchell McLeod Pugh & Williams
Alabama
$267K – – –
LCM
202
Legato Capital Management
California
$264K -$262K -5,745 -48%
US Bancorp
203
US Bancorp
Minnesota
$257K +$1K +22 +0.4%
Osaic Holdings
204
Osaic Holdings
Arizona
$255K -$47.1K -1,032 -15%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$252K -$167K -3,669 -39%
ECM
206
Everence Capital Management
Indiana
$246K – – –
JCM
207
Jacobi Capital Management
Pennsylvania
$246K +$410 +9 +0.2%
Russell Investments Group
208
Russell Investments Group
United Kingdom
$232K -$41.1K -901 -14%
MAS
209
Meeder Advisory Services
Ohio
$228K -$75.5K -1,655 -24%
PA
210
Profund Advisors
Maryland
$220K +$232K +5,077 New
CI
211
Corient IA
Florida
$217K – – –
WSC
212
Wellington Shields & Co
New York
$217K – – –
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$214K -$8.89K -195 -4%
Ensign Peak Advisors
214
Ensign Peak Advisors
Utah
$213K -$237K -5,200 -51%
AIP
215
Ameritas Investment Partners
Nebraska
$210K -$12.5K -275 -5%
BWAM
216
Blue Water Asset Management
Michigan
$210K +$220K +4,835 New
CGH
217
Crossmark Global Holdings
Texas
$208K – – –
X
218
Xponance
Pennsylvania
$205K +$1.64K +36 +0.8%
VCM
219
Virtue Capital Management
Tennessee
$203K +$216K +4,733 New
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$203K -$187K -4,099 -47%
API
221
Asset Planning Inc
California
$195K – – –
NAAA
222
New Age Alpha Advisors
New York
$191K -$4.34M -95,071 -96%
FFA
223
Farther Finance Advisors
California
$180K +$164K +3,598 +658%
SPIA
224
Steward Partners Investment Advisory
New York
$170K +$638 +14 +0.4%
GI
225
GAMMA Investing
California
$166K +$81.9K +1,797 +89%
7 8
9
10 11

CWT Hedge Fund Activity: Q4 2025 in Review

330 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2025, worth a combined $2.17B — down 5.5% from $2.3B a quarter earlier.

Fund positioning in CWT was balanced in Q4 2025: 38 funds opened new positions, 38 closed out, 98 added to existing stakes and 130 trimmed.

The largest buyer was Amundi, adding an estimated $21.1M. The largest seller was Millennium Management, cutting an estimated $12.7M.

  • 330 institutional investors held California Water Service (CWT) as of Q4 2025, down from 337 in Q3 2025.
  • Funds reported $2.17B of California Water Service stock for Q4 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new California Water Service positions in Q4 2025 and 38 closed out, a net change of 0 holders.
  • The largest California Water Service buyer in Q4 2025 was Amundi, an estimated $21.1M added.
  • The largest California Water Service seller in Q4 2025 was Millennium Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.