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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
MWA
201
Medallion Wealth Advisors
Connecticut
$35.2K
CAM
202
Costello Asset Management
Pennsylvania
$29K -$10.6K -200 -26%
CAM
203
Clarity Asset Management
Iowa
$28.1K -$1.17K -22 -4%
EWA
204
EverSource Wealth Advisors
Alabama
$27.8K +$18.9K +355 +198%
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.9K -$53 -1 -0.2%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$25.4K +$1.7K +32 +7%
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$24K +$24.6K +463 New
LFG
208
Larson Financial Group
Missouri
$22.7K +$22.4K +422 +3,014%
MAM
209
Meeder Asset Management
Ohio
$19.5K -$845K -15,891 -98%
AAS
210
Ameritas Advisory Services
Nebraska
$19.2K +$19.6K +369 New
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$18.3K
AF
212
Advisornet Financial
Minnesota
$14.8K
VIS
213
Vega Investment Solutions
France
$12.3K +$12.5K +236 New
IA
214
IFP Advisors
Florida
$12.1K +$12.3K +232 New
RA
215
Rise Advisors
New York
$11.1K
ECM
216
Estabrook Capital Management
New York
$10.7K +$106 +2 +1%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$1.01K -19 -9%
HCA
218
Harbor Capital Advisors
Illinois
$10K -$479 -9 -5%
AAP
219
Arax Advisory Partners
Colorado
$9.67K +$8.56K +161 +644%
PS
220
Principal Securities
Iowa
$8.84K +$8.67K +163 +2,329%
UB
221
UMB Bank
Missouri
$8.73K +$2.82K +53 +46%
TWD
222
True Wealth Design
Ohio
$6.39K +$5.37K +101 +459%
BIA
223
Bell Investment Advisors
California
$5.51K +$5.16K +97 +1,078%
DB
224
Danske Bank
Denmark
$5.2K
VWA
225
VSM Wealth Advisory
Maryland
$5.04K

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.