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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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$7.28M +$1.24M +24,823 +20%
GF
27
Gabelli Funds
New York
$7.18M +$74.9K +1,500 +1%
Two Sigma Investments
28
Two Sigma Investments
New York
$7.08M +$1.27M +25,422 +21%
AQR Capital Management
29
AQR Capital Management
Connecticut
$6.6M +$3.01M +60,292 +80%
Millennium Management
30
Millennium Management
New York
$6.53M +$4.66M +93,334 +229%
ProShare Advisors
31
ProShare Advisors
Maryland
$6.49M +$469K +9,403 +8%
TAM
32
Thematics Asset Management
France
$6.44M +$1.3M +26,000 +24%
UBS AM
33
UBS AM
Illinois
$6.37M -$2.1M -42,099 -24%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.23M +$1.1M +21,971 +21%
UBS Group
35
UBS Group
Switzerland
$6.17M +$851K +17,049 +16%
ZP
36
Zimmer Partners
New York
$6.05M -$16.8M -335,684 -73%
MOACM
37
Mutual of America Capital Management
New York
$5.74M -$272K -5,439 -4%
Renaissance Technologies
38
Renaissance Technologies
New York
$5.66M +$4.22M +84,600 +267%
Bank of America
39
Bank of America
North Carolina
$5.34M +$1.01M +20,278 +23%
Ameriprise
40
Ameriprise
Minnesota
$5.27M -$51K -1,021 -0.9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$5.19M +$56K +1,121 +1%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$4.87M – – –
Franklin Resources
43
Franklin Resources
California
$4.84M -$550K -11,013 -10%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.6M +$4.72M +94,505 New
First Manhattan
45
First Manhattan
New York
$4.37M -$209K -4,184 -4%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$4.32M +$2.15M +43,166 +95%
VLKIM
47
Van Lanschot Kempen Investment Management
Netherlands
$3.46M – – –
VCM
48
Voleon Capital Management
California
$3.07M +$2.8M +56,048 +799%
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.07M +$49.9K +1,000 +2%
Barclays
50
Barclays
United Kingdom
$3.05M -$759K -15,199 -20%
1
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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.