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HTO

H2O America

312 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 62

119% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 32

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more capital invested

Capital invested by funds: $1.48B → $2.62B (+$1.15B)

39.52% more ownership

Funds ownership: 84.18%123.7% (+40%)

11% more funds holding

Funds holding: 280312 (+32)

65% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $44.2M

Holders
312
Holders Change
+32
Holders Change %
+11.43%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
70
Increased
141
Reduced
62
Closed
32
Calls
$15.6M
Puts
$44.2M
Net Calls
-$28.6M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$377M -$12.9M -237,447 -4%
AIP
2
Atlas Infrastructure Partners
United Kingdom
$266M +$215M +3,948,004 +676%
AP
3
Antipodes Partners
Australia
$132M +$102M +1,865,124 +486%
VCM
4
Vanguard Capital Management
Pennsylvania
$99M +$91.8M +1,687,253 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$94.7M +$87.8M +1,613,571 New
Cohen & Steers
6
Cohen & Steers
New York
$94.3M +$57.9M +1,063,420 +195%
State Street
7
State Street
Massachusetts
$84M +$3.89M +71,378 +5%
Cerity Partners
8
Cerity Partners
New York
$76.8M -$7.41M -136,123 -9%
SFM
9
Soros Fund Management
New York
$72.1M +$66.9M +1,228,747 New
VPM
10
Vanguard Portfolio Management
Pennsylvania
$68.6M +$63.6M +1,169,078 New
Amundi
11
Amundi
France
$67.9M -$30.3M -555,934 -32%
ZP
12
Zimmer Partners
New York
$58.7M +$52.1M +957,184 +2,185%
Victory Capital Management
13
Victory Capital Management
Texas
$53.5M +$24.1M +443,553 +95%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$52.6M +$3.55M +65,264 +8%
YCM
15
Yaupon Capital Management
New York
$52.5M +$43.3M +795,551 +796%
Morgan Stanley
16
Morgan Stanley
New York
$45.8M -$32M -586,979 -43%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$41.4M +$2.53M +46,410 +7%
Invesco
18
Invesco
Georgia
$41.1M +$2.94M +54,036 +8%
KBC Group
19
KBC Group
Belgium
$34.8M +$9.54M +175,270 +42%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$34.6M +$22.9M +420,702 +253%
Legal & General Group
21
Legal & General Group
United Kingdom
$31.9M -$1.38M -25,340 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$31.2M +$1.61M +29,594 +6%
RC
23
Resolution Capital
Australia
$28.3M +$13.5M +248,005 +106%
Charles Schwab
24
Charles Schwab
California
$28.3M +$2.64M +48,413 +11%
Citadel Advisors
25
Citadel Advisors
Florida
$24.4M +$19.1M +350,034 +530%