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York Water

160 hedge funds and large institutions have $256M invested in York Water in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more call options, than puts

Call options by funds: $53K | Put options by funds: $6K

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

3.42% more ownership

Funds ownership: 52.77%56.19% (+3.4%)

3% less capital invested

Capital invested by funds: $263M → $256M (-$7.69M)

5% less funds holding

Funds holding: 168160 (-8)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
160
Holders Change
-8
Holders Change %
-4.76%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
62
Reduced
38
Closed
25
Calls
$53K
Puts
$6K
Net Calls
+$47K
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
FB
51
Fulton Bank
Pennsylvania
$556K
CHAM
52
Clear Harbor Asset Management
Connecticut
$546K
AI
53
Atom Investors
Texas
$541K +$204K +6,095 +55%
Creative Planning
54
Creative Planning
Kansas
$536K +$114K +3,418 +25%
First Manhattan
55
First Manhattan
New York
$522K -$33.4K -1,000 -6%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$500K -$117K -3,502 -18%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$470K +$178K +5,334 +56%
HIA
58
Harbor Investment Advisory
Maryland
$459K
RWM
59
RKL Wealth Management
Pennsylvania
$456K +$501 +15 +0.1%
ST
60
Sageworth Trust
Pennsylvania
$432K
Wells Fargo
61
Wells Fargo
California
$430K -$105K -3,148 -19%
MCM
62
Manchester Capital Management
Vermont
$410K -$6.68K -200 -2%
GRP
63
Global Retirement Partners
California
$407K +$430K +12,887 New
MFG
64
Merit Financial Group
Georgia
$394K -$64.5K -1,932 -13%
II
65
Inspire Investing
Idaho
$392K +$83.6K +2,504 +25%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$391K -$34.7K -1,038 -8%
Citadel Advisors
67
Citadel Advisors
Florida
$387K -$223K -6,692 -35%
Man Group
68
Man Group
United Kingdom
$385K +$407K +12,197 New
Deutsche Bank
69
Deutsche Bank
Germany
$368K +$48.3K +1,445 +14%
AllianceBernstein
70
AllianceBernstein
Tennessee
$363K
Mariner
71
Mariner
Kansas
$359K +$54.4K +1,629 +17%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$348K -$15.8K -473 -4%
TI
73
Trexquant Investment
Connecticut
$345K +$365K +10,929 New
CFO
74
Collective Family Office
Pennsylvania
$332K +$33 +1 +0%
CCM
75
Cullen Capital Management
New York
$331K

YORW Hedge Fund Activity: Q2 2025 in Review

160 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2025, worth a combined $256M — down 2.9% from $263M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of YORW and 18 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 62 added.

The largest buyer was Vanguard Group, adding an estimated $7.36M. The largest seller was State Street, cutting an estimated $2.99M.

  • 160 institutional investors held York Water (YORW) as of Q2 2025, down from 168 in Q1 2025.
  • Funds reported $256M of York Water stock for Q2 2025, down 2.9% quarter-over-quarter.
  • 18 funds opened new York Water positions in Q2 2025 and 25 closed out, a net change of -7 holders.
  • The largest York Water buyer in Q2 2025 was Vanguard Group, an estimated $7.36M added.
  • The largest York Water seller in Q2 2025 was State Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q2 2025.