HTO

H2O America

274 hedge funds and large institutions have $1.47B invested in H2O America in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

5% more capital invested

Capital invested by funds: $1.41B → $1.47B (+$68.3M)

1% less funds holding

Funds holding: 278274 (-4)

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$779K
Puts
$593K
Net Calls
Net Calls Change

Top Buyers

1 +$36.2M
2 +$28M
3 +$26.1M
4
BlackRock
BlackRock
New York
+$19.8M
5
AP
Antipodes Partners
Australia
+$18.4M

Top Sellers

1 -$39M
2 -$22.6M
3 -$8.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.06M
5
Millennium Management
Millennium Management
New York
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$96.9K
SCM
202
Sterling Capital Management
North Carolina
$94.2K
GRP
203
Global Retirement Partners
California
$82.6K
SC
204
SouthState Corp
Florida
$80.1K
Osaic Holdings
205
Osaic Holdings
Arizona
$47.9K
IA
206
IFP Advisors
Florida
$47.8K
US Bancorp
207
US Bancorp
Minnesota
$45.5K
PTC
208
Private Trust Company
Ohio
$42K
HFS
209
Hughes Financial Services
Virginia
$41.7K
FFA
210
Farther Finance Advisors
California
$39.8K
VCM
211
Versant Capital Management
Arizona
$39.3K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$29.8K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$29.5K
PA
214
Parallel Advisors
California
$29.1K
CAM
215
Clarity Asset Management
Iowa
$26.9K
QCG
216
Quadrant Capital Group
Ohio
$25.7K
EWA
217
EverSource Wealth Advisors
Alabama
$25.3K
Bessemer Group
218
Bessemer Group
New Jersey
$22K
AF
219
Allworth Financial
California
$20.1K
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$18.8K
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$17.3K
AF
222
Advisornet Financial
Minnesota
$14K
CAM
223
Costello Asset Management
Pennsylvania
$12.6K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$12.2K
Jones Financial Companies
225
Jones Financial Companies
Missouri
$11.7K