HTO

H2O America

276 hedge funds and large institutions have $1.39B invested in H2O America in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $1.45B → $1.39B (-$67M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $19K | Put options by funds: $335K

Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19K
Puts
$335K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$140K
AIP
202
Ameritas Investment Partners
Nebraska
$130K
SCM
203
Sterling Capital Management
North Carolina
$107K
CFD
204
Creative Financial Designs
Indiana
$99.8K
GI
205
GAMMA Investing
California
$88.3K
GRP
206
Global Retirement Partners
California
$82.2K
SC
207
SouthState Corp
Florida
$73K
US Bancorp
208
US Bancorp
Minnesota
$62.4K
Osaic Holdings
209
Osaic Holdings
Arizona
$52.2K
TRCT
210
Tower Research Capital (TRC)
New York
$47.6K
PTC
211
Private Trust Company
Ohio
$41.8K
EWA
212
EverSource Wealth Advisors
Alabama
$40.1K
HFS
213
Hughes Financial Services
Virginia
$39.7K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$35K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$34.8K
VCM
216
Versant Capital Management
Arizona
$27.9K
CAM
217
Clarity Asset Management
Iowa
$26.5K
IA
218
IFP Advisors
Florida
$19.8K
FFA
219
Farther Finance Advisors
California
$19.2K
MAM
220
Meeder Asset Management
Ohio
$18.3K
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$17.1K
SL
222
Salomon & Ludwin
Virginia
$14.5K
Simplex Trading
223
Simplex Trading
Illinois
$14K
AF
224
Advisornet Financial
Minnesota
$13.9K
CA
225
Clearstead Advisors
Ohio
$12.8K