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HTO

H2O America

263 hedge funds and large institutions have $1.45B invested in H2O America in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,791% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $275K

38% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 82

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

4% more funds holding

Funds holding: 253263 (+10)

0.83% more ownership

Funds ownership: 80.85%81.68% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $1.49B → $1.45B (-$31.7M)

Holders
263
Holders Change
+10
Holders Change %
+3.95%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
113
Reduced
82
Closed
32
Calls
$7.95M
Puts
$275K
Net Calls
+$7.68M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
76
First National Corp
Massachusetts
$1.92M -$185K -3,475 -9%
SG Americas Securities
77
SG Americas Securities
New York
$1.85M +$1.34M +25,236 +242%
SAM
78
Storebrand Asset Management
Norway
$1.83M -$56K -1,053 -3%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$1.82M +$127K +2,381 +7%
ETC
80
Exchange Traded Concepts
Oklahoma
$1.81M +$76.1K +1,431 +4%
Prudential Financial
81
Prudential Financial
New Jersey
$1.69M +$149K +2,808 +9%
Renaissance Technologies
82
Renaissance Technologies
New York
$1.65M -$835K -15,700 -33%
ACM
83
Aquatic Capital Management
Illinois
$1.58M +$1.08M +20,402 +203%
Citigroup
84
Citigroup
New York
$1.55M -$930K -17,493 -37%
CHAM
85
Clear Harbor Asset Management
Connecticut
$1.53M -$5.32K -100 -0.3%
JCIA
86
Jackson Creek Investment Advisors
Colorado
$1.51M +$1.54M +28,990 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.46M +$60.5K +1,138 +4%
IEFM
88
IQ EQ Fund Management
Ireland
$1.43M +$113K +2,133 +8%
CM
89
CoreCommodity Management
Connecticut
$1.43M -$32.8K -616 -2%
CCG
90
Chatham Capital Group
Georgia
$1.4M -$8.51K -160 -0.6%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$88.4K -1,662 -6%
HF
92
HRT Financial
New York
$1.34M +$344K +6,462 +34%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$1.33M -$11.6K -218 -0.8%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$1.27M +$793K +14,910 +156%
VI
95
Versor Investments
New York
$1.25M +$952K +17,911 +289%
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$1.25M -$109K -2,049 -8%
Federated Hermes
97
Federated Hermes
Pennsylvania
$1.23M +$1.25M +23,482 +13,046%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.19M +$34.3K +646 +3%
SEI Investments
99
SEI Investments
Pennsylvania
$1.19M +$169K +3,182 +16%
Vontobel Holding
100
Vontobel Holding
Switzerland
$1.13M +$248K +4,656 +27%

HTO Hedge Fund Activity: Q2 2025 in Review

263 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2025, worth a combined $1.45B — down 2.1% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HTO positions and 32 closed out — a net gain of 11 holders — while 113 added to existing stakes and 82 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $20M. The largest seller was CIBC Private Wealth Group, cutting an estimated $22.3M.

  • 263 institutional investors held H2O America (HTO) as of Q2 2025, up from 253 in Q1 2025.
  • Funds reported $1.45B of H2O America stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 43 funds opened new H2O America positions in Q2 2025 and 32 closed out, a net change of +11 holders.
  • The largest H2O America buyer in Q2 2025 was Zimmer Partners, an estimated $20M added.
  • The largest H2O America seller in Q2 2025 was CIBC Private Wealth Group, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2025.