We are live on ! Find out more
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
RI
176
Ridgewood Investments
New Jersey
$337K +$345K +6,911 New
CCFM
177
Clear Creek Financial Management
Washington
$334K +$343K +6,865 New
Allspring Global Investments
178
Allspring Global Investments
North Carolina
$334K -$3.4K -68 -1%
YIH
179
Y-Intercept (HK)
Hong Kong
$332K +$340K +6,817 New
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$305K +$53.6K +1,074 +21%
MCM
181
Manchester Capital Management
Vermont
$302K +$309K +6,194 New
SC
182
Syon Capital
California
$295K +$303K +6,062 New
SCM
183
SOL Capital Management
Maryland
$292K – – –
Universal-Beteiligungs- und Servicegesellschaft
184
Universal-Beteiligungs- und Servicegesellschaft
Germany
$288K +$296K +5,920 New
AWA
185
Arete Wealth Advisors
Illinois
$278K -$1.1K -22 -0.4%
EM
186
ELCO Management
New York
$272K +$34.8K +698 +14%
OCM
187
One Capital Management
California
$265K – – –
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$256K +$237K +4,752 +954%
Creative Planning
189
Creative Planning
Kansas
$254K -$342K -6,845 -57%
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$247K -$969K -19,419 -79%
RS
191
R Squared
Hong Kong
$243K +$249K +4,987 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242K +$43.8K +878 +22%
AIM
193
Aigen Investment Management
New York
$236K +$242K +4,838 New
Capstone Investment Advisors
194
Capstone Investment Advisors
New York
$229K +$235K +4,702 New
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$228K +$234K +4,681 New
XT
196
XTX Topco
Cayman Islands
$220K +$225K +4,512 New
FGP
197
Freestone Grove Partners
California
$213K +$218K +4,371 New
Russell Investments Group
198
Russell Investments Group
United Kingdom
$210K +$136K +2,718 +171%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$207K -$33.7K -676 -14%
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$203K +$208K +4,174 New
6 7
8
9 10

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.