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HTO

H2O America

312 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 62

119% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 32

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more capital invested

Capital invested by funds: $1.48B → $2.62B (+$1.15B)

39.52% more ownership

Funds ownership: 84.18%123.7% (+40%)

11% more funds holding

Funds holding: 280312 (+32)

65% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $44.2M

Holders
312
Holders Change
+32
Holders Change %
+11.43%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
70
Increased
141
Reduced
62
Closed
32
Calls
$15.6M
Puts
$44.2M
Net Calls
-$28.6M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$716K +$371K +6,813 +126%
AHL
152
Abel Hall LLC
Louisiana
$713K +$106K +1,945 +19%
Macquarie Group
153
Macquarie Group
Australia
$712K -$339K -6,231 -34%
CCM
154
Cullen Capital Management
New York
$672K +$224K +4,116 +56%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$667K
Universal-Beteiligungs- und Servicegesellschaft
156
Universal-Beteiligungs- und Servicegesellschaft
Germany
$646K +$221K +4,056 +58%
AB
157
Amalgamated Bank
New York
$623K +$52.2K +959 +10%
Creative Planning
158
Creative Planning
Kansas
$610K +$36.1K +663 +7%
RI
159
Ridgewood Investments
New Jersey
$606K +$562K +10,323 New
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$604K +$82K +1,506 +17%
LPL Financial
161
LPL Financial
California
$603K +$209K +3,835 +59%
ASRS
162
Arizona State Retirement System
Arizona
$592K +$37.7K +692 +7%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$585K
YCM
164
Yousif Capital Management
Michigan
$585K +$57.3K +1,053 +12%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$565K +$511K +9,383 +3,753%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$549K -$46.6K -857 -8%
Citigroup
167
Citigroup
New York
$542K -$70K -1,286 -12%
DADC
168
D.A. Davidson & Co
Montana
$541K +$49K +900 +11%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$531K +$49.6K +912 +11%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$527K +$148K +2,721 +44%
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$520K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$509K -$652K -11,977 -58%
LWM
173
Liberty Wealth Management
California
$506K
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$504K +$47.3K +869 +11%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$503K +$52.3K +960 +13%