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HTO

H2O America

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: 263281 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$157K +$12.9K +259 +9%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$148K -$28.7K -575 -16%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$140K
AIP
204
Ameritas Investment Partners
Nebraska
$130K -$32.2K -646 -20%
SCM
205
Sterling Capital Management
North Carolina
$107K +$67.1K +1,345 +156%
CFD
206
Creative Financial Designs
Indiana
$99.8K -$10.8K -216 -10%
EP
207
Essential Partners
California
$93K +$93.4K +1,870 +4,795%
GI
208
GAMMA Investing
California
$88.3K -$38.5K -772 -30%
GRP
209
Global Retirement Partners
California
$82.2K
SC
210
SouthState Corp
Florida
$73K
US Bancorp
211
US Bancorp
Minnesota
$62.4K -$12.2K -245 -16%
Osaic Holdings
212
Osaic Holdings
Arizona
$52.2K +$9.54K +191 +22%
TRCT
213
Tower Research Capital (TRC)
New York
$47.6K -$101K -2,024 -67%
PTC
214
Private Trust Company
Ohio
$41.8K +$150 +3 +0.4%
EWA
215
EverSource Wealth Advisors
Alabama
$40.1K +$14.4K +289 +54%
HFS
216
Hughes Financial Services
Virginia
$39.7K
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$35K +$35.9K +719 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$34.8K +$11.3K +226 +46%
MWA
219
Medallion Wealth Advisors
Connecticut
$32.1K
VCM
220
Versant Capital Management
Arizona
$27.9K -$20K -400 -41%
CAM
221
Clarity Asset Management
Iowa
$26.5K +$200 +4 +0.7%
IA
222
IFP Advisors
Florida
$19.8K +$8.74K +175 +75%
FFA
223
Farther Finance Advisors
California
$19.2K +$18.9K +379 +2,527%
MAM
224
Meeder Asset Management
Ohio
$18.3K
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$17.1K

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.