HTO

H2O America

274 hedge funds and large institutions have $1.47B invested in H2O America in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

5% more capital invested

Capital invested by funds: $1.41B → $1.47B (+$68.3M)

1% less funds holding

Funds holding: 278274 (-4)

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$779K
Puts
$593K
Net Calls
Net Calls Change

Top Buyers

1 +$36.2M
2 +$28M
3 +$26.1M
4
BlackRock
BlackRock
New York
+$19.8M
5
AP
Antipodes Partners
Australia
+$18.4M

Top Sellers

1 -$39M
2 -$22.6M
3 -$8.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.06M
5
Millennium Management
Millennium Management
New York
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$1.52K
SIS
252
Sound Income Strategies
Florida
$1.24K
BFS
253
Bare Financial Services
Pennsylvania
$980
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$980
JWA
255
JFS Wealth Advisors
Pennsylvania
$980
TWD
256
True Wealth Design
Ohio
$833
MCM
257
Manchester Capital Management
Vermont
$784
AW
258
Ankerstar Wealth
Texas
$588
FC
259
Financial Consulate
Maryland
$539
CFD
260
Creative Financial Designs
Indiana
$441
TFA
261
Transamerica Financial Advisors
Florida
$343
KFAS
262
Keating Financial Advisory Services
Kansas
$343
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$294
FFO
264
Fortitude Family Office
Arizona
$245
TFM
265
TFC Financial Management
Massachusetts
$196
CA
266
Clearstead Advisors
Ohio
$147
AWM
267
Abound Wealth Management
Tennessee
$147
SIC
268
SJS Investment Consulting
Ohio
$147
GWM
269
Gilpin Wealth Management
Colorado
$147
HIA
270
HFM Investment Advisors
New Jersey
$98
SS
271
Sunbelt Securities
Texas
$98
TM
272
Torren Management
California
$56
HNB
273
Huntington National Bank
Ohio
$49
BHWM
274
Bay Harbor Wealth Management
Maryland
$48
Marshall Wace
275
Marshall Wace
United Kingdom