H2O America
313 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 31 closing their positions.
129% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 31
127% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 62
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
78% more capital invested
Capital invested by funds: $1.48B → $2.62B (+$1.15B)
39.55% more ownership
Funds ownership: 84.16% → 123.71% (+40%)
12% more funds holding
Funds holding: 279 → 313 (+34)
65% less call options, than puts
Call options by funds: $15.6M | Put options by funds: $44.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$215M |
| 2 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$102M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.8M |
| 4 |
SFM
Soros Fund Management
New York
|
+$66.9M |
| 5 |
Cohen & Steers
New York
|
+$57.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$32M |
| 2 |
Amundi
Paris,
France
|
-$30.3M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$28M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$13.6M |
| 5 |
BlackRock
New York
|
-$12.9M |
HTO Hedge Fund Activity: Q1 2026 in Review
313 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2026, worth a combined $2.62B — up 78% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new HTO positions and 31 closed out — a net gain of 40 holders — while 141 added to existing stakes and 62 trimmed.
The largest buyer was Atlas Infrastructure Partners, adding an estimated $215M. The largest seller was Morgan Stanley, cutting an estimated $32M.
- 313 institutional investors held H2O America (HTO) as of Q1 2026, up from 279 in Q4 2025.
- Funds reported $2.62B of H2O America stock for Q1 2026, up 78% quarter-over-quarter.
- 71 funds opened new H2O America positions in Q1 2026 and 31 closed out, a net change of +40 holders.
- The largest H2O America buyer in Q1 2026 was Atlas Infrastructure Partners, an estimated $215M added.
- The largest H2O America seller in Q1 2026 was Morgan Stanley, an estimated $32M sold.
Based on aggregated 13F filings for Q1 2026.