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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
BlackRock
1
BlackRock
New York
$472M -$29.3M -613,299 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M -$332K -6,944 -0.1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$149M +$11.8M +246,631 +8%
State Street
4
State Street
Massachusetts
$145M -$3.84M -80,198 -2%
Amundi
5
Amundi
France
$91.4M +$782K +16,346 +0.9%
NI
6
Nuance Investments
Missouri
$78.6M -$13.8M -288,896 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$64.5M +$679K +14,183 +1%
BC
8
Broadwater Capital
Massachusetts
$63.7M +$2.98M +62,272 +4,448%
First Trust Advisors
9
First Trust Advisors
Illinois
$61.2M -$4.55M -95,134 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$52.7M -$2.18M -45,509 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$47.9M +$47.3M +988,111 +1,532%
Invesco
12
Invesco
Georgia
$41.9M -$3.08M -64,426 -7%
Morgan Stanley
13
Morgan Stanley
New York
$39.1M -$4.11M -85,852 -9%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$34.2M +$2.46M +51,423 +7%
Charles Schwab
15
Charles Schwab
California
$33.1M +$558K +11,666 +2%
Northern Trust
16
Northern Trust
Illinois
$32.4M -$12.4M -259,095 -27%
Legal & General Group
17
Legal & General Group
United Kingdom
$32.1M +$2.16M +45,155 +7%
Norges Bank
18
Norges Bank
Norway
$30.8M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.2M -$243K -5,085 -0.8%
KBC Group
20
KBC Group
Belgium
$25.6M -$30K -627 -0.1%
TIM
21
Triodos Investment Management
Netherlands
$22.4M
N
22
Nuveen
North Carolina
$18.6M -$1.67M -34,903 -8%
BBL
23
Beck Bode LLC
Massachusetts
$18M +$1.46M +30,577 +8%
UBS AM
24
UBS AM
Illinois
$16M +$1.9M +39,646 +13%
Raymond James Financial
25
Raymond James Financial
Florida
$15.1M +$827K +17,277 +5%

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.