HTO

H2O America Common Stock
HTO

Overview Fund Activity

249 hedge funds and large institutions have $1.48B invested in H2O America Common Stock in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+13
Holders Change %
+5.51%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
48
Increased
99
Reduced
65
Closed
31
Calls
$82K
Puts
$141K
Net Calls
-$59K
Net Calls Change
+$279K

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$35.7M
2
Marshall Wace
Marshall Wace
United Kingdom
$14.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$11.7M
4
Victory Capital Management
Victory Capital Management
Texas
$18.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
$9.97M

Top Sellers

1
State Street
State Street
Massachusetts
$73.7M
2
BlackRock
BlackRock
New York
$326M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.85M
4
Amundi
Amundi
France
$66.3M
5
NI
Nuance Investments
Missouri
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$1.04K +$984 +18 +1,800%
CPG
227
Cornerstone Planning Group
New Jersey
$931 – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$876 +$548 +10 +167%
LFG
229
Larson Financial Group
Missouri
$766 +$766 +14 New
FFA
230
Farther Finance Advisors
California
$704 +$596 +11 +550%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$657 +$219 +4 +50%
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$602 – – –
SC
233
Stephens Consulting
Michigan
$547 +$547 +10 New
SC
234
SouthState Corp
Florida
$547 +$547 +10 New
BIA
235
Bell Investment Advisors
California
$493 – – –
DPW
236
DiNuzzo Private Wealth
Pennsylvania
$438 +$329 +6 +300%
BFS
237
Bare Financial Services
Pennsylvania
$438 +$438 +8 New
PS
238
Principal Securities
Iowa
$345 – – –
MCM
239
MAI Capital Management
Ohio
$329 – – –
GFPC
240
Global Financial Private Client
Florida
$328 +$273 +5 +500%
SIC
241
SJS Investment Consulting
Ohio
$274 +$219 +4 +400%
PA
242
Parallel Advisors
California
$273 -$928 -17 -77%
FGAM
243
Financial Gravity Asset Management
Texas
$219 +$219 +4 New
AWM
244
Abound Wealth Management
Tennessee
$165 -$55 -1 -25%
WOC
245
West Oak Capital
California
$137 – – –
HIA
246
HFM Investment Advisors
New Jersey
$55 +$55 +1 New
BHWM
247
Bay Harbor Wealth Management
Maryland
$54 +$54 +1 New
Norges Bank
248
Norges Bank
Norway
– -$10.3M -208,360 Closed
VLKIM
249
Van Lanschot Kempen Investment Management
Netherlands
– -$2.43M -49,400 Closed
State of New Jersey Common Pension Fund D
250
State of New Jersey Common Pension Fund D
New Jersey
– -$1.87M -38,063 Closed
8 9
10
11 12