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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
BlackRock
1
BlackRock
New York
$316M +$6.43M +120,928 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M -$681K -12,817 -0.5%
Cerity Partners
3
Cerity Partners
New York
$74.9M -$1.1M -20,753 -1%
State Street
4
State Street
Massachusetts
$66.7M -$3.39M -63,832 -5%
Amundi
5
Amundi
France
$66.7M +$799K +15,027 +1%
First Trust Advisors
6
First Trust Advisors
Illinois
$61.1M -$6.41M -120,602 -9%
NI
7
Nuance Investments
Missouri
$50.1M -$10.8M -203,168 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.3M -$880K -16,551 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.4M +$104K +1,959 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$33.1M +$4.83M +90,838 +17%
Invesco
11
Invesco
Georgia
$30.6M -$1.6M -30,030 -5%
Marshall Wace
12
Marshall Wace
United Kingdom
$26.4M +$12.6M +237,069 +88%
Legal & General Group
13
Legal & General Group
United Kingdom
$25.3M +$2.07M +39,022 +9%
ZP
14
Zimmer Partners
New York
$23.9M +$20M +377,000 +454%
KBC Group
15
KBC Group
Belgium
$21.6M +$272K +5,125 +1%
Charles Schwab
16
Charles Schwab
California
$21.5M -$250K -4,707 -1%
Victory Capital Management
17
Victory Capital Management
Texas
$19.6M +$2.26M +42,587 +13%
Northern Trust
18
Northern Trust
Illinois
$18.1M -$2.73M -51,333 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18M -$212K -3,993 -1%
Goldman Sachs
20
Goldman Sachs
New York
$15M -$1.79M -33,701 -10%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$14.6M -$22.3M -419,370 -60%
N
22
Nuveen
North Carolina
$14.1M +$241K +4,534 +2%
American Century Companies
23
American Century Companies
Missouri
$13.6M +$13.9M +262,261 New
DPIM
24
Duff & Phelps Investment Management
Illinois
$12.1M +$2.69M +50,630 +28%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$11.7M +$576K +10,830 +5%

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.