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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
Citadel Advisors
126
Citadel Advisors
Florida
$685K -$209K -3,923 -23%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$654K +$384K +7,214 +132%
Comerica Bank
128
Comerica Bank
Texas
$644K +$36.4K +685 +6%
AI
129
Atria Investments
North Carolina
$638K +$286K +5,378 +78%
IA
130
Inspire Advisors
Idaho
$629K +$643K +12,098 New
Creative Planning
131
Creative Planning
Kansas
$627K +$184K +3,458 +40%
YCM
132
Yousif Capital Management
Michigan
$602K +$19.1K +359 +3%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$591K
CCIA
134
Campbell & Co Investment Adviser
Maryland
$572K -$265K -4,978 -31%
VanEck Associates
135
VanEck Associates
New York
$556K +$19K +357 +3%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$554K -$2.02K -38 -0.4%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$548K
Stifel Financial
138
Stifel Financial
Missouri
$532K -$11.3K -213 -2%
Daiwa Securities Group
139
Daiwa Securities Group
Japan
$522K -$12.5K -236 -2%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$499K -$153K -2,873 -23%
ASRS
141
Arizona State Retirement System
Arizona
$491K +$21.5K +404 +4%
CWA
142
Canvas Wealth Advisors
Kansas
$488K -$48.5K -912 -8%
AB
143
Amalgamated Bank
New York
$465K +$10.1K +190 +2%
Man Group
144
Man Group
United Kingdom
$460K +$470K +8,842 New
CCM
145
Cullen Capital Management
New York
$442K +$153K +2,873 +51%
State Board of Administration of Florida Retirement System
146
State Board of Administration of Florida Retirement System
Florida
$427K
Lido Advisors
147
Lido Advisors
California
$424K
SPS
148
Susquehanna Portfolio Strategies
Pennsylvania
$411K +$420K +7,900 New
MAM
149
Martingale Asset Management
Massachusetts
$405K +$414K +7,788 New
BP
150
Ballentine Partners
Massachusetts
$401K +$410K +7,714 New

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.