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Global Water Resources

86 hedge funds and large institutions have $80.4M invested in Global Water Resources in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

5% more funds holding

Funds holding: 8286 (+4)

4% more capital invested

Capital invested by funds: $77.1M → $80.4M (+$3.27M)

0.29% more ownership

Funds ownership: 27.68%27.96% (+0.29%)

5% less call options, than puts

Call options by funds: $21K | Put options by funds: $22K

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
27
Closed
7
Calls
$21K
Puts
$22K
Net Calls
-$1K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$396K +$57.3K +5,041 +15%
UBS Group
27
UBS Group
Switzerland
$385K -$63.3K -5,566 -13%
Invesco
28
Invesco
Georgia
$381K +$107K +9,385 +34%
Charles Schwab
29
Charles Schwab
California
$362K +$50.3K +4,424 +14%
PCM
30
Perritt Capital Management
Illinois
$361K
PCM
31
Pentwater Capital Management
Florida
$361K +$398K +35,000 New
Millennium Management
32
Millennium Management
New York
$342K +$69.2K +6,089 +22%
N
33
Nuveen
North Carolina
$341K
CCM
34
Cullen Capital Management
New York
$326K +$170K +14,990 +90%
PCM
35
Penn Capital Management
Pennsylvania
$325K +$358K +31,520 New
Bank of America
36
Bank of America
North Carolina
$321K +$74.8K +6,583 +27%
RA
37
Royce & Associates
New York
$310K -$863K -75,956 -72%
DAS
38
Dynamic Advisor Solutions
Arizona
$292K +$4.77K +420 +2%
EM
39
ELCO Management
New York
$285K
AF
40
Avanza Fonder
Sweden
$277K -$14.9K -1,312 -5%
Ameriprise
41
Ameriprise
Minnesota
$247K +$42.9K +3,778 +19%
DIM
42
Delta Investment Management
California
$228K -$22.7K -2,000 -8%
DADC
43
D.A. Davidson & Co
Montana
$226K +$68 +6 +0%
JP Morgan Chase
44
JP Morgan Chase
New York
$202K -$278K -24,459 -56%
SO
45
STRS Ohio
Ohio
$191K -$12.5K -1,100 -6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$181K +$21.4K +1,884 +12%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$164K +$181K +15,891 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$162K +$178K +15,672 New
Deutsche Bank
49
Deutsche Bank
Germany
$155K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$135K +$250 +22 +0.2%

GWRS Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global Water Resources (GWRS) for Q1 2025, worth a combined $80.4M — up 4.2% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GWRS positions and 7 closed out — a net gain of 5 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $5.11M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.09M sold.

  • 86 institutional investors held Global Water Resources (GWRS) as of Q1 2025, up from 82 in Q4 2024.
  • Funds reported $80.4M of Global Water Resources stock for Q1 2025, up 4.2% quarter-over-quarter.
  • 12 funds opened new Global Water Resources positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest Global Water Resources buyer in Q1 2025 was Heartland Advisors, an estimated $5.11M added.
  • The largest Global Water Resources seller in Q1 2025 was Kennedy Capital Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2025.