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HTO

H2O America

280 hedge funds and large institutions have $1.48B invested in H2O America in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more call options, than puts

Call options by funds: $779K | Put options by funds: $593K

20% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 92

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

2.2% more ownership

Funds ownership: 81.98%84.18% (+2.2%)

5% more capital invested

Capital invested by funds: $1.41B → $1.48B (+$68.7M)

0% less funds holding

Funds holding: 281280 (-1)

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
44
Increased
110
Reduced
92
Closed
39
Calls
$779K
Puts
$593K
Net Calls
+$186K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
251
Quarry LP
New York
$2.55K -$4.41K -92 -64%
RFP
252
Root Financial Partners
California
$2.4K
C
253
Covestor
United Kingdom
$2K -$96 -2 -4%
RIL
254
Rothschild Investment LLC
Illinois
$1.86K -$480 -10 -21%
MCM
255
MAI Capital Management
Ohio
$1.52K +$1.01K +21 +210%
SG
256
Sankala Group
Colorado
$1.45K +$1.29K +27 New
SIS
257
Sound Income Strategies
Florida
$1.24K +$1.1K +23 New
BFS
258
Bare Financial Services
Pennsylvania
$980 -$4.65K -97 -83%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$980
JWA
260
JFS Wealth Advisors
Pennsylvania
$980 +$527 +11 +122%
TWD
261
True Wealth Design
Ohio
$833 -$1.2K -25 -60%
MCM
262
Manchester Capital Management
Vermont
$784 -$296K -6,178 -100%
AW
263
Ankerstar Wealth
Texas
$588 +$575 +12 New
FC
264
Financial Consulate
Maryland
$539 +$527 +11 New
CFD
265
Creative Financial Designs
Indiana
$441 -$97.9K -2,041 -100%
TFA
266
Transamerica Financial Advisors
Florida
$343 -$48 -1 -13%
KFAS
267
Keating Financial Advisory Services
Kansas
$343 +$336 +7 New
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$294
FFO
269
Fortitude Family Office
Arizona
$245 -$96 -2 -29%
TFM
270
TFC Financial Management
Massachusetts
$196 +$144 +3 +300%
CA
271
Clearstead Advisors
Ohio
$147 -$12.4K -259 -99%
AWM
272
Abound Wealth Management
Tennessee
$147
SIC
273
SJS Investment Consulting
Ohio
$147 +$96 +2 +200%
GWM
274
Gilpin Wealth Management
Colorado
$147 +$144 +3 New
HIA
275
HFM Investment Advisors
New Jersey
$98