HTO

H2O America

278 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, 112 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

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
278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19K
Puts
$335K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$2.59K
SAM
252
Smartleaf Asset Management
Massachusetts
$2.45K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$2.44K
RFP
254
Root Financial Partners
California
$2.39K
RIL
255
Rothschild Investment LLC
Illinois
$2.34K
S
256
SignatureFD
Georgia
$2.24K
TWD
257
True Wealth Design
Ohio
$2.05K
C
258
Covestor
United Kingdom
$2K
LFG
259
Larson Financial Group
Missouri
$1.27K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07K
HWM
261
Hemington Wealth Management
Virginia
$1K
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$974
HNB
263
Huntington National Bank
Ohio
$926
MCM
264
MAI Capital Management
Ohio
$487
JWA
265
JFS Wealth Advisors
Pennsylvania
$439
TFA
266
Transamerica Financial Advisors
Florida
$390
FFO
267
Fortitude Family Office
Arizona
$341
CT
268
Clearstead Trust
Maine
$341
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$303
AWM
270
Abound Wealth Management
Tennessee
$147
WOC
271
West Oak Capital
California
$125
HIA
272
HFM Investment Advisors
New Jersey
$97
ASN
273
Advisory Services Network
Georgia
$97
SIC
274
SJS Investment Consulting
Ohio
$49
RWM
275
Rialto Wealth Management
New York
$49