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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
BlackRock
1
BlackRock
New York
$326M -$18M -350,829 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M +$2.96M +57,846 +2%
Cerity Partners
3
Cerity Partners
New York
$80M +$148K +2,884 +0.2%
State Street
4
State Street
Massachusetts
$73.7M -$23.8M -464,340 -26%
First Trust Advisors
5
First Trust Advisors
Illinois
$70.9M -$1.12M -21,890 -2%
Amundi
6
Amundi
France
$66.3M -$5.03M -98,340 -8%
NI
7
Nuance Investments
Missouri
$63.9M -$4.53M -88,580 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.3M +$2.39M +46,768 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$36.1M -$1.75M -34,277 -5%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$35.7M +$35.8M +700,000 New
Invesco
11
Invesco
Georgia
$33.8M +$2.4M +46,976 +8%
Morgan Stanley
12
Morgan Stanley
New York
$29.9M +$497K +9,709 +2%
Legal & General Group
13
Legal & General Group
United Kingdom
$24.5M +$4.39M +85,844 +24%
Charles Schwab
14
Charles Schwab
California
$22.9M +$1.38M +26,943 +7%
KBC Group
15
KBC Group
Belgium
$22.4M
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$22.1M +$6.16M +120,346 +41%
Northern Trust
17
Northern Trust
Illinois
$21.9M -$134K -2,624 -0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19.1M +$1.14M +22,234 +7%
Victory Capital Management
19
Victory Capital Management
Texas
$18.3M +$8.65M +169,038 +102%
Goldman Sachs
20
Goldman Sachs
New York
$17.7M +$343K +6,700 +2%
Marshall Wace
21
Marshall Wace
United Kingdom
$14.8M +$13.8M +270,499 New
N
22
Nuveen
North Carolina
$14.6M +$1.64M +31,976 +14%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$13.3M +$4.61M +90,031 +59%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$11.7M +$11M +214,660 New
DPIM
25
Duff & Phelps Investment Management
Illinois
$9.97M +$7.96M +155,579 +582%

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.