HTO

H2O America

313 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

39.52% more ownership

Funds ownership: 84.18%123.7% (+40%)

12% more funds holding

Funds holding: 280313 (+33)

65% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $44.2M

Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$44.2M
Net Calls
Net Calls Change

Top Buyers

1 +$215M
2 +$102M
3 +$87.8M
4
SFM
Soros Fund Management
New York
+$66.9M
5
Cohen & Steers
Cohen & Steers
New York
+$57.9M

Top Sellers

1 -$32M
2 -$30.3M
3 -$28M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$13.6M
5
BlackRock
BlackRock
New York
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$129K
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$125K
LFG
228
Larson Financial Group
Missouri
$118K
US Bancorp
229
US Bancorp
Minnesota
$110K
SC
230
SouthState Corp
Florida
$95.9K
IA
231
IFP Advisors
Florida
$85.2K
SCM
232
Sterling Capital Management
North Carolina
$64.8K
Osaic Holdings
233
Osaic Holdings
Arizona
$59.9K
SMBT
234
Southern Michigan Bank & Trust
Michigan
$58.7K
EWA
235
EverSource Wealth Advisors
Alabama
$53.4K
PTC
236
Private Trust Company
Ohio
$50.3K
HFS
237
Hughes Financial Services
Virginia
$50K
FFA
238
Farther Finance Advisors
California
$48.6K
VCM
239
Versant Capital Management
Arizona
$47.1K
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$40.5K
Bessemer Group
241
Bessemer Group
New Jersey
$39K
MWA
242
Medallion Wealth Advisors
Connecticut
$38.7K
PA
243
Parallel Advisors
California
$36.4K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$36.3K
CAM
245
Clarity Asset Management
Iowa
$30.9K
ECM
246
Estabrook Capital Management
New York
$29.4K
SL
247
Salomon & Ludwin
Virginia
$28.3K
Jones Financial Companies
248
Jones Financial Companies
Missouri
$28.3K
HFS
249
Hantz Financial Services
Michigan
$28K
QCG
250
Quadrant Capital Group
Ohio
$27.5K