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HTO

H2O America

312 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 62

119% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 32

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more capital invested

Capital invested by funds: $1.48B → $2.62B (+$1.15B)

39.52% more ownership

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

11% more funds holding

Funds holding: 280312 (+32)

65% less call options, than puts

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

Holders
312
Holders Change
+32
Holders Change %
+11.43%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
70
Increased
141
Reduced
62
Closed
32
Calls
$15.6M
Puts
$44.2M
Net Calls
-$28.6M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$129K -$12.4K -228 -9%
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$125K -$819K -15,042 -88%
LFG
228
Larson Financial Group
Missouri
$118K
US Bancorp
229
US Bancorp
Minnesota
$110K +$51.5K +947 +102%
SC
230
SouthState Corp
Florida
$95.9K
IA
231
IFP Advisors
Florida
$85.2K +$25.9K +476 +49%
SCM
232
Sterling Capital Management
North Carolina
$64.8K -$44.5K -818 -43%
Osaic Holdings
233
Osaic Holdings
Arizona
$59.9K +$2.4K +44 +5%
SMBT
234
Southern Michigan Bank & Trust
Michigan
$58.7K +$54.4K +1,000 New
EWA
235
EverSource Wealth Advisors
Alabama
$53.4K +$21.4K +394 +76%
PTC
236
Private Trust Company
Ohio
$50.3K
HFS
237
Hughes Financial Services
Virginia
$50K +$54 +1 +0.1%
FFA
238
Farther Finance Advisors
California
$48.6K +$1.03K +19 +2%
VCM
239
Versant Capital Management
Arizona
$47.1K
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$40.5K +$4.84K +89 +15%
Bessemer Group
241
Bessemer Group
New Jersey
$39K +$11.1K +204 +45%
MWA
242
Medallion Wealth Advisors
Connecticut
$38.7K
PA
243
Parallel Advisors
California
$36.4K +$1.42K +26 +4%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$36.3K +$544 +10 +2%
CAM
245
Clarity Asset Management
Iowa
$30.9K -$1.2K -22 -4%
ECM
246
Estabrook Capital Management
New York
$29.4K +$15.9K +292 +140%
SL
247
Salomon & Ludwin
Virginia
$28.3K +$15.2K +279 +140%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$28.3K +$13.7K +251 +105%
HFS
249
Hantz Financial Services
Michigan
$28K +$15.2K +280 +144%
QCG
250
Quadrant Capital Group
Ohio
$27.5K -$3.1K -57 -11%