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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
BlackRock
1
BlackRock
New York
$304M +$7.79M +156,118 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M -$428K -8,578 -0.3%
Amundi
3
Amundi
France
$106M +$47.8M +957,597 +78%
Cerity Partners
4
Cerity Partners
New York
$70.5M +$342K +6,851 +0.5%
First Trust Advisors
5
First Trust Advisors
Illinois
$64.1M +$7M +140,226 +12%
State Street
6
State Street
Massachusetts
$63.3M +$816K +16,354 +1%
NI
7
Nuance Investments
Missouri
$49.8M +$2.85M +57,122 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$39.9M +$2.18M +43,600 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.7M -$539K -10,790 -2%
Morgan Stanley
10
Morgan Stanley
New York
$29.9M -$1.2M -24,069 -4%
Invesco
11
Invesco
Georgia
$27.8M -$927K -18,570 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$27.3M +$3.7M +74,021 +15%
Victory Capital Management
13
Victory Capital Management
Texas
$21.3M +$3M +60,022 +16%
Charles Schwab
14
Charles Schwab
California
$20.5M +$344K +6,895 +2%
KBC Group
15
KBC Group
Belgium
$20.4M +$132K +2,636 +0.6%
Northern Trust
16
Northern Trust
Illinois
$17.4M +$398K +7,964 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15M -$1.85M -37,015 -11%
Goldman Sachs
18
Goldman Sachs
New York
$14.7M +$604K +12,101 +4%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$12.3M +$1.38M +27,743 +12%
N
20
Nuveen
North Carolina
$11.9M -$1.35M -27,071 -10%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.6M +$3.41M +68,240 +46%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$8.94M -$4.84M -96,999 -35%
Marshall Wace
23
Marshall Wace
United Kingdom
$8.06M -$17.1M -342,025 -67%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$7.85M +$7.32M +146,589 +1,004%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.71M +$205K +4,109 +3%