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York Water

161 hedge funds and large institutions have $252M invested in York Water in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.22% more ownership

Funds ownership: 56.19%57.41% (+1.2%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% more funds holding

Funds holding: 160161 (+1)

2% less capital invested

Capital invested by funds: $256M → $252M (-$3.84M)

88% less call options, than puts

Call options by funds: $6K | Put options by funds: $48K

Holders
161
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
54
Reduced
48
Closed
22
Calls
$6K
Puts
$48K
Net Calls
-$42K
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$1.32M
LPL Financial
27
LPL Financial
California
$1.25M -$43K -1,386 -3%
UBS Group
28
UBS Group
Switzerland
$1.24M -$19.7K -635 -2%
N
29
Nuveen
North Carolina
$1.17M -$70.9K -2,285 -6%
Raymond James Financial
30
Raymond James Financial
Florida
$1.15M +$91.8K +2,960 +9%
TA
31
Teton Advisors
New York
$1.1M
CP
32
CenterBook Partners
Connecticut
$1.05M -$1.35M -43,372 -56%
SAM
33
Storebrand Asset Management
Norway
$887K -$44.4K -1,432 -5%
Marshall Wace
34
Marshall Wace
United Kingdom
$870K +$887K +28,596 New
NSIM
35
North Star Investment Management
Illinois
$852K +$869K +28,000 New
QCM
36
Quantinno Capital Management
New York
$849K +$280K +9,034 +48%
Squarepoint
37
Squarepoint
New York
$758K +$452K +14,578 +141%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$686K +$60.7K +1,957 +10%
JWWM
39
Johnson & White Wealth Management
Pennsylvania
$684K -$44.3K -1,427 -6%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$651K -$25.3K -814 -4%
PMAM
41
Penn Mutual Asset Management
Pennsylvania
$639K
MAM
42
Martingale Asset Management
Massachusetts
$627K -$12.7K -410 -2%
Barclays
43
Barclays
United Kingdom
$618K -$225K -7,264 -26%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$590K +$111K +3,570 +23%
Wells Fargo
45
Wells Fargo
California
$570K +$158K +5,107 +37%
JP Morgan Chase
46
JP Morgan Chase
New York
$506K +$288K +9,294 +126%
First Manhattan
47
First Manhattan
New York
$502K
Creative Planning
48
Creative Planning
Kansas
$498K -$18.4K -592 -3%
Jane Street
49
Jane Street
New York
$491K -$78.2K -2,522 -14%
FB
50
Fulton Bank
Pennsylvania
$490K -$46.5K -1,500 -9%

YORW Hedge Fund Activity: Q3 2025 in Review

161 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2025, worth a combined $252M — down 1.5% from $256M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new YORW positions and 22 closed out — a net gain of 1 holder — while 54 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.05M. The largest seller was State Street, cutting an estimated $2.88M.

  • 161 institutional investors held York Water (YORW) as of Q3 2025, up from 160 in Q2 2025.
  • Funds reported $252M of York Water stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 23 funds opened new York Water positions in Q3 2025 and 22 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2025 was Arrowstreet Capital, an estimated $4.05M added.
  • The largest York Water seller in Q3 2025 was State Street, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2025.