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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
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K +$217K +4,083 New
PCG
177
Prosperity Consulting Group
Maryland
$208K -$10.2K -191 -5%
CWM
178
CIBC World Markets
New York
$204K -$186K -3,498 -47%
PWM
179
Parkworth Wealth Management
California
$189K +$266 +5 +0.1%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$188K -$35.7K -671 -16%
AIP
181
Ameritas Investment Partners
Nebraska
$172K
GWM
182
Gitterman Wealth Management
New Jersey
$167K +$170K +3,206 New
TRCT
183
Tower Research Capital (TRC)
New York
$156K +$95.3K +1,793 +148%
AF
184
Allworth Financial
California
$154K -$119K -2,233 -43%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$149K
GI
186
GAMMA Investing
California
$134K +$66.1K +1,244 +93%
CFD
187
Creative Financial Designs
Indiana
$118K +$851 +16 +0.7%
GRP
188
Global Retirement Partners
California
$87.7K +$89.7K +1,687 New
Russell Investments Group
189
Russell Investments Group
United Kingdom
$82.5K -$372 -7 -0.4%
US Bancorp
190
US Bancorp
Minnesota
$79.4K +$53.3K +1,002 +191%
SC
191
SouthState Corp
Florida
$78K +$79.2K +1,490 +14,900%
PD
192
Point72 (DIFC)
United Arab Emirates
$72.5K -$24.9K -468 -25%
SOW
193
State of Wyoming
Wyoming
$57K +$58.3K +1,097 New
VCM
194
Versant Capital Management
Arizona
$50.5K +$38.2K +719 +284%
Simplex Trading
195
Simplex Trading
Illinois
$48K +$47.1K +885 +2,213%
Osaic Holdings
196
Osaic Holdings
Arizona
$45.8K +$19.3K +363 +72%
SCM
197
Sterling Capital Management
North Carolina
$44.7K +$15K +283 +49%
PTC
198
Private Trust Company
Ohio
$44.4K
HFS
199
Hughes Financial Services
Virginia
$42.1K -$532 -10 -1%
SAM
200
S.A. Mason
Michigan
$36.5K +$37.4K +703 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.