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York Water

168 hedge funds and large institutions have $263M invested in York Water in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $530K | Put options by funds: $198K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

11% more funds holding

Funds holding: 152168 (+16)

8% more capital invested

Capital invested by funds: $244M → $263M (+$19M)

0.8% more ownership

Funds ownership: 51.98%52.77% (+0.8%)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
50
Reduced
44
Closed
11
Calls
$530K
Puts
$198K
Net Calls
+$332K
Net Calls Change
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$582K +$11.8K +364 +2%
JP Morgan Chase
52
JP Morgan Chase
New York
$522K -$985K -30,266 -67%
HIA
53
Harbor Investment Advisory
Maryland
$504K
RWM
54
RKL Wealth Management
Pennsylvania
$500K +$469K +14,412 New
MFG
55
Merit Financial Group
Georgia
$499K +$469K +14,396 New
Jane Street
56
Jane Street
New York
$498K +$468K +14,372 New
ST
57
Sageworth Trust
Pennsylvania
$474K
Creative Planning
58
Creative Planning
Kansas
$470K +$394K +12,089 +825%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$466K
MCM
60
Manchester Capital Management
Vermont
$457K
CCIA
61
Campbell & Co Investment Adviser
Maryland
$456K +$36.8K +1,132 +9%
Raymond James Financial
62
Raymond James Financial
Florida
$449K +$422K +12,950 New
ECM
63
ExodusPoint Capital Management
New York
$423K +$397K +12,207 New
Citigroup
64
Citigroup
New York
$410K -$9.05K -278 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$399K -$25K -769 -6%
AllianceBernstein
66
AllianceBernstein
Tennessee
$398K
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$398K +$30.5K +937 +9%
BCM
68
Brown Capital Management
Maryland
$390K
AI
69
Atom Investors
Texas
$383K +$32.4K +994 +10%
CFO
70
Collective Family Office
Pennsylvania
$364K +$33 +1 +0%
CCM
71
Cullen Capital Management
New York
$363K +$341K +10,475 New
Deutsche Bank
72
Deutsche Bank
Germany
$354K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$353K -$14.5K -446 -4%
OFS
74
Orrstown Financial Services
Pennsylvania
$351K -$32.3K -992 -9%
Franklin Resources
75
Franklin Resources
California
$351K +$2.93K +90 +0.9%

YORW Hedge Fund Activity: Q1 2025 in Review

168 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2025, worth a combined $263M — up 7.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YORW positions and 11 closed out — a net gain of 18 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.64M. The largest seller was BlackRock, cutting an estimated $5.12M.

  • 168 institutional investors held York Water (YORW) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $263M of York Water stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 29 funds opened new York Water positions in Q1 2025 and 11 closed out, a net change of +18 holders.
  • The largest York Water buyer in Q1 2025 was Millennium Management, an estimated $2.64M added.
  • The largest York Water seller in Q1 2025 was BlackRock, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2025.