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HTO

H2O America

263 hedge funds and large institutions have $1.45B invested in H2O America in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,791% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $275K

38% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 82

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

4% more funds holding

Funds holding: 253263 (+10)

0.83% more ownership

Funds ownership: 80.85%81.68% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $1.49B → $1.45B (-$31.7M)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
113
Reduced
82
Closed
32
Calls
$7.95M
Puts
$275K
Net Calls
+$7.68M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$572 -$266 -5 -31%
AGWCA
252
Annis Gardner Whiting Capital Advisors
Florida
$416 +$425 +8 New
Jones Financial Companies
253
Jones Financial Companies
Missouri
$415 +$425 +8 New
CT
254
Clearstead Trust
Maine
$364 +$372 +7 New
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$312 -$106 -2 -25%
CPG
256
Cornerstone Planning Group
New Jersey
$248 -$638 -12 -71%
SIC
257
SJS Investment Consulting
Ohio
$156 -$106 -2 -40%
AWM
258
Abound Wealth Management
Tennessee
$156
WOC
259
West Oak Capital
California
$130
HIA
260
HFM Investment Advisors
New Jersey
$104 +$53 +1 +100%
FGC
261
Financial Gravity Companies
Texas
$104 +$106 +2 New
RWM
262
Rialto Wealth Management
New York
$52 +$53 +1 New
BHWM
263
Bay Harbor Wealth Management
Maryland
$51
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
-$1.85M -33,873 Closed
TI
265
Trexquant Investment
Connecticut
-$1.65M -30,153 Closed
SSA
266
Schonfeld Strategic Advisors
New York
-$1.47M -26,800 Closed
ECM
267
ExodusPoint Capital Management
New York
-$1.33M -24,393 Closed
JF
268
Jump Financial
Illinois
-$1.03M -18,877 Closed
CF
269
Corebridge Financial
Texas
-$950K -17,363 Closed
XT
270
XTX Topco
Cayman Islands
-$602K -11,007 Closed
DTL
271
Dynamic Technology Lab
Singapore
-$547K -10,009 Closed
NRD
272
Nebula Research & Development
New York
-$498K -9,111 Closed
Universal-Beteiligungs- und Servicegesellschaft
273
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$323K -5,900 Closed
PTC
274
Petrus Trust Company
Texas
-$284K -5,196 Closed
VF
275
Virtu Financial
New York
-$253K -4,618 Closed

HTO Hedge Fund Activity: Q2 2025 in Review

263 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2025, worth a combined $1.45B — down 2.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HTO positions and 32 closed out — a net gain of 11 holders — while 113 added to existing stakes and 82 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $20M. The largest seller was CIBC Private Wealth Group, cutting an estimated $22.3M.

  • 263 institutional investors held H2O America (HTO) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $1.45B of H2O America stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 43 funds opened new H2O America positions in Q2 2025 and 32 closed out, a net change of +11 holders.
  • The largest H2O America buyer in Q2 2025 was Zimmer Partners, an estimated $20M added.
  • The largest H2O America seller in Q2 2025 was CIBC Private Wealth Group, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2025.