HTO

H2O America

278 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, 112 increasing their positions, 91 reducing their positions, and 24 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:

more ownership

Funds ownership:

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
278
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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$148K
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$140K
AIP
203
Ameritas Investment Partners
Nebraska
$130K
SCM
204
Sterling Capital Management
North Carolina
$107K
CFD
205
Creative Financial Designs
Indiana
$99.8K
GI
206
GAMMA Investing
California
$88.3K
GRP
207
Global Retirement Partners
California
$82.2K
SC
208
SouthState Corp
Florida
$73K
US Bancorp
209
US Bancorp
Minnesota
$62.4K
Osaic Holdings
210
Osaic Holdings
Arizona
$52.2K
TRCT
211
Tower Research Capital (TRC)
New York
$47.6K
PTC
212
Private Trust Company
Ohio
$41.8K
EWA
213
EverSource Wealth Advisors
Alabama
$40.1K
HFS
214
Hughes Financial Services
Virginia
$39.7K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$35K
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$34.8K
VCM
217
Versant Capital Management
Arizona
$27.9K
CAM
218
Clarity Asset Management
Iowa
$26.5K
IA
219
IFP Advisors
Florida
$19.8K
FFA
220
Farther Finance Advisors
California
$19.2K
MAM
221
Meeder Asset Management
Ohio
$18.3K
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$17.1K
SL
223
Salomon & Ludwin
Virginia
$14.5K
Simplex Trading
224
Simplex Trading
Illinois
$14K
AF
225
Advisornet Financial
Minnesota
$13.9K