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HTO

H2O America
HTO

281 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, 113 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

24% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 91

7% more funds holding

Funds holding: 263 → 281 (+18)

0.29% more ownership

Funds ownership: 81.68% → 81.98% (+0.29%)

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: 2 → 1 (-1)

94% less call options, than puts

Call options by funds: $19K | Put options by funds: $335K

Holders
281
Holders Change
+18
Holders Change %
+6.84%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
113
Reduced
91
Closed
24
Calls
$19K
Puts
$335K
Net Calls
-$316K
Net Calls Change
-$7.99M

Top Buyers

1
Amundi
Amundi
France
+$47.8M
2
BlackRock
BlackRock
New York
+$7.79M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.32M
4
First Trust Advisors
First Trust Advisors
Illinois
+$7M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$4.72M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$17.1M
2
ZP
Zimmer Partners
New York
-$16.8M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$12.1M
4
American Century Companies
American Century Companies
Missouri
-$10.8M
5
VCM
Vennlight Capital Management
Connecticut
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
– -$1.25K -24 Closed
PWA
302
Physician Wealth Advisors
Utah
– -$884 -17 Closed
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
– -$416 -8 Closed
CPG
304
Cornerstone Planning Group
New Jersey
– -$248 -5 Closed
CCM
305
Cloud Capital Management
Washington
– +$100 +2 New
9 10 11 12
13

HTO Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2025, worth a combined $1.41B — down 3.2% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HTO positions and 24 closed out — a net gain of 23 holders — while 113 added to existing stakes and 91 trimmed.

The largest buyer was Amundi, adding an estimated $47.8M. The largest seller was Marshall Wace, cutting an estimated $17.1M.

  • 281 institutional investors held H2O America (HTO) as of Q3 2025, up from 263 in Q2 2025.
  • Funds reported $1.41B of H2O America stock for Q3 2025, down 3.2% quarter-over-quarter.
  • 47 funds opened new H2O America positions in Q3 2025 and 24 closed out, a net change of +23 holders.
  • The largest H2O America buyer in Q3 2025 was Amundi, an estimated $47.8M added.
  • The largest H2O America seller in Q3 2025 was Marshall Wace, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.