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HTO

H2O America

280 hedge funds and large institutions have $1.48B invested in H2O America in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more call options, than puts

Call options by funds: $779K | Put options by funds: $593K

20% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 92

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

2.2% more ownership

Funds ownership: 81.98%84.18% (+2.2%)

5% more capital invested

Capital invested by funds: $1.41B → $1.48B (+$68.7M)

0% less funds holding

Funds holding: 281280 (-1)

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
44
Increased
110
Reduced
92
Closed
39
Calls
$779K
Puts
$593K
Net Calls
+$186K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$326M +$19.8M +413,136 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$3.73M +77,775 +3%
Amundi
3
Amundi
France
$83.9M -$22.6M -472,056 -22%
Cerity Partners
4
Cerity Partners
New York
$70.8M -$122K -2,545 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$67M +$36.2M +754,715 +123%
State Street
6
State Street
Massachusetts
$66.6M +$2.87M +59,799 +5%
NI
7
Nuance Investments
Missouri
$44.4M -$5.52M -115,198 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.8M +$593K +12,371 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.3M +$347K +7,232 +1%
Invesco
10
Invesco
Georgia
$31.7M +$3.68M +76,678 +13%
AIP
11
Atlas Infrastructure Partners
United Kingdom
$28.6M +$28M +584,080 New
Legal & General Group
12
Legal & General Group
United Kingdom
$27.9M +$374K +7,802 +1%
Cohen & Steers
13
Cohen & Steers
New York
$26.7M +$26.1M +544,544 New
First Trust Advisors
14
First Trust Advisors
Illinois
$24.6M -$39M -813,062 -62%
Goldman Sachs
15
Goldman Sachs
New York
$23.6M +$8.69M +181,164 +60%
Victory Capital Management
16
Victory Capital Management
Texas
$22.9M +$1.47M +30,569 +7%
Charles Schwab
17
Charles Schwab
California
$21.2M +$658K +13,715 +3%
KBC Group
18
KBC Group
Belgium
$20.5M
AP
19
Antipodes Partners
Australia
$18.8M +$18.4M +383,905 New
Northern Trust
20
Northern Trust
Illinois
$16.8M -$647K -13,502 -4%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$13.6M +$5.55M +115,652 +72%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$12.5M +$76.2K +1,590 +0.6%
RC
23
Resolution Capital
Australia
$11.5M +$11.2M +234,455 New
Two Sigma Investments
24
Two Sigma Investments
New York
$9.65M +$2.47M +51,533 +35%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$9M +$384 +8 +0%