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HTO

H2O America

253 hedge funds and large institutions have $1.49B invested in H2O America in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.29B → $1.49B (+$193M)

5% more funds holding

Funds holding: 240253 (+13)

1.84% more ownership

Funds ownership: 79%80.85% (+1.8%)

42% less call options, than puts

Call options by funds: $82K | Put options by funds: $141K

Holders
253
Holders Change
+13
Holders Change %
+5.42%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
101
Reduced
67
Closed
31
Calls
$82K
Puts
$141K
Net Calls
-$59K
Net Calls Change
+$279K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$13.8K +$2.61K +51 +25%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.15K +42 +24%
RA
203
Rise Advisors
New York
$11.7K +$11K +214 New
ECM
204
Estabrook Capital Management
New York
$11.2K +$102 +2 +1%
HCA
205
Harbor Capital Advisors
Illinois
$11K +$3.63K +71 +57%
BTI
206
Blue Trust Inc
Georgia
$10.9K
Federated Hermes
207
Federated Hermes
Pennsylvania
$9.84K +$9.21K +180 New
EWA
208
EverSource Wealth Advisors
Alabama
$9.79K +$4.81K +94 +111%
QL
209
Quarry LP
New York
$8.15K -$26.6K -519 -78%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$7.49K -$3.38K -66 -33%
BIG
211
Brooklyn Investment Group
New York
$6.73K +$6.3K +123 New
SAM
212
Smartleaf Asset Management
Massachusetts
$6.43K -$10.5K -205 -63%
UB
213
UMB Bank
Missouri
$6.29K +$5.17K +101 +721%
DB
214
Danske Bank
Denmark
$5.47K
VWA
215
VSM Wealth Advisory
Maryland
$5.3K
SS
216
SBI Securities
Japan
$4.38K -$154 -3 -4%
LSA
217
Leonteq Securities AG
Switzerland
$4.33K -$205 -4 -5%
HFS
218
Hantz Financial Services
Michigan
$4K +$4.04K +79 New
AG
219
AmeriFlex Group
Nevada
$3.78K
RIL
220
Rothschild Investment LLC
Illinois
$3.28K +$2.3K +45 +300%
HCP
221
Hexagon Capital Partners
Arkansas
$2.46K +$2.3K +45 New
Bessemer Group
222
Bessemer Group
New Jersey
$2K -$11.6K -226 -85%
Simplex Trading
223
Simplex Trading
Illinois
$2K -$1.64K -32 -44%
C
224
Covestor
United Kingdom
$2K +$1.28K +25 +156%
HWM
225
Hemington Wealth Management
Virginia
$2K +$1.64K +32 +457%

HTO Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2025, worth a combined $1.49B — up 15% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HTO positions and 31 closed out — a net gain of 16 holders — while 101 added to existing stakes and 67 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $35.8M. The largest seller was State Street, cutting an estimated $23.8M.

  • 253 institutional investors held H2O America (HTO) as of Q1 2025, up from 240 in Q4 2024.
  • Funds reported $1.49B of H2O America stock for Q1 2025, up 15% quarter-over-quarter.
  • 47 funds opened new H2O America positions in Q1 2025 and 31 closed out, a net change of +16 holders.
  • The largest H2O America buyer in Q1 2025 was CIBC Private Wealth Group, an estimated $35.8M added.
  • The largest H2O America seller in Q1 2025 was State Street, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2025.