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HTO

H2O America

281 hedge funds and large institutions have $1.41B invested in H2O America in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

24% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 91

7% more funds holding

Funds holding: 263281 (+18)

0.29% more ownership

Funds ownership: 81.68%81.98% (+0.29%)

3% less capital invested

Capital invested by funds: $1.45B → $1.41B (-$45.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $19K | Put options by funds: $335K

Holders
281
Holders Change
+18
Holders Change %
+6.84%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
113
Reduced
91
Closed
24
Calls
$19K
Puts
$335K
Net Calls
-$316K
Net Calls Change
-$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
Salomon & Ludwin
Virginia
$14.5K +$15.3K +307 New
Simplex Trading
227
Simplex Trading
Illinois
$14K -$31.6K -632 -68%
AF
228
Advisornet Financial
Minnesota
$13.9K
CA
229
Clearstead Advisors
Ohio
$12.8K +$10.6K +212 +424%
CAM
230
Costello Asset Management
Pennsylvania
$12.5K -$14.9K -299 -54%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$11.5K +$11.5K +230 +2,875%
RA
232
Rise Advisors
New York
$10.4K
ECM
233
Estabrook Capital Management
New York
$10.1K +$50 +1 +0.5%
HCA
234
Harbor Capital Advisors
Illinois
$9K -$100 -2 -1%
Bessemer Group
235
Bessemer Group
New Jersey
$9K +$6.34K +127 +202%
HFS
236
Hantz Financial Services
Michigan
$9K +$7.64K +153 +478%
SPIA
237
Steward Partners Investment Advisory
New York
$8.96K +$9.19K +184 New
QCG
238
Quadrant Capital Group
Ohio
$8.67K +$8.89K +178 New
CIAM
239
Caitong International Asset Management
Hong Kong
$8.47K +$8.69K +174 New
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$8.38K -$1.45K -29 -14%
PS
241
Principal Securities
Iowa
$8.28K
QL
242
Quarry LP
New York
$7.01K +$7.19K +144 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$6.82K +$6.99K +140 New
AG
244
AmeriFlex Group
Nevada
$6.72K +$3.4K +68 +97%
UB
245
UMB Bank
Missouri
$6.33K -$1.9K -38 -23%
SS
246
SBI Securities
Japan
$6.23K +$2.3K +46 +56%
LSA
247
Leonteq Securities AG
Switzerland
$6.13K +$1.95K +39 +45%
BFS
248
Bare Financial Services
Pennsylvania
$5.7K +$3.4K +68 +139%
BIA
249
Bell Investment Advisors
California
$5.16K
HNW
250
High Note Wealth
Minnesota
$4.97K +$499 +10 +11%

HTO Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2025, worth a combined $1.41B — down 3.2% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HTO positions and 24 closed out — a net gain of 23 holders — while 113 added to existing stakes and 91 trimmed.

The largest buyer was Amundi, adding an estimated $47.8M. The largest seller was Marshall Wace, cutting an estimated $17.1M.

  • 281 institutional investors held H2O America (HTO) as of Q3 2025, up from 263 in Q2 2025.
  • Funds reported $1.41B of H2O America stock for Q3 2025, down 3.2% quarter-over-quarter.
  • 47 funds opened new H2O America positions in Q3 2025 and 24 closed out, a net change of +23 holders.
  • The largest H2O America buyer in Q3 2025 was Amundi, an estimated $47.8M added.
  • The largest H2O America seller in Q3 2025 was Marshall Wace, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.