H2O America
279 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 40 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
2.19% more ownership
Funds ownership: 81.98% → 84.16% (+2.2%)
5% more capital invested
Capital invested by funds: $1.41B → $1.48B (+$68.4M)
1% less funds holding
Funds holding: 281 → 279 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.2M |
| 2 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$28M |
| 3 |
Cohen & Steers
New York
|
+$26.1M |
| 4 |
BlackRock
New York
|
+$19.8M |
| 5 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$39M |
| 2 |
Amundi
Paris,
France
|
-$22.6M |
| 3 |
JP Morgan Chase
New York
|
-$8.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$8.06M |
| 5 |
Millennium Management
New York
|
-$6.2M |
HTO Hedge Fund Activity: Q4 2025 in Review
279 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2025, worth a combined $1.48B — up 4.9% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HTO positions and 40 closed out — a net gain of 4 holders — while 110 added to existing stakes and 92 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.2M. The largest seller was First Trust Advisors, cutting an estimated $39M.
- 279 institutional investors held H2O America (HTO) as of Q4 2025, down from 281 in Q3 2025.
- Funds reported $1.48B of H2O America stock for Q4 2025, up 4.9% quarter-over-quarter.
- 44 funds opened new H2O America positions in Q4 2025 and 40 closed out, a net change of +4 holders.
- The largest H2O America buyer in Q4 2025 was Morgan Stanley, an estimated $36.2M added.
- The largest H2O America seller in Q4 2025 was First Trust Advisors, an estimated $39M sold.
Based on aggregated 13F filings for Q4 2025.