HTO

H2O America

276 hedge funds and large institutions have $1.39B invested in H2O America in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 91 reducing their positions, and 25 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:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $1.45B → $1.39B (-$67M)

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
276
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
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$2.44K
RFP
252
Root Financial Partners
California
$2.39K
RIL
253
Rothschild Investment LLC
Illinois
$2.34K
S
254
SignatureFD
Georgia
$2.24K
TWD
255
True Wealth Design
Ohio
$2.05K
C
256
Covestor
United Kingdom
$2K
LFG
257
Larson Financial Group
Missouri
$1.27K
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07K
HWM
259
Hemington Wealth Management
Virginia
$1K
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$974
HNB
261
Huntington National Bank
Ohio
$926
MCM
262
MAI Capital Management
Ohio
$487
JWA
263
JFS Wealth Advisors
Pennsylvania
$439
TFA
264
Transamerica Financial Advisors
Florida
$390
FFO
265
Fortitude Family Office
Arizona
$341
CT
266
Clearstead Trust
Maine
$341
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$303
AWM
268
Abound Wealth Management
Tennessee
$147
WOC
269
West Oak Capital
California
$125
HIA
270
HFM Investment Advisors
New Jersey
$97
ASN
271
Advisory Services Network
Georgia
$97
SIC
272
SJS Investment Consulting
Ohio
$49
RWM
273
Rialto Wealth Management
New York
$49
TFM
274
TFC Financial Management
Massachusetts
$49
BHWM
275
Bay Harbor Wealth Management
Maryland
$48