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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
Squarepoint
76
Squarepoint
New York
$327K +$66.4K +1,989 +24%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$322K +$134 +4 +0%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$316K -$50.2K -1,504 -13%
EM
79
ELCO Management
New York
$314K
Ameriprise
80
Ameriprise
Minnesota
$271K +$10.9K +327 +4%
MIM
81
MetLife Investment Management
New Jersey
$268K
ACM
82
Aquatic Capital Management
Illinois
$266K +$249K +7,462 +783%
RPCONE
83
Retirement Planning Company of New England
Rhode Island
$257K -$41.5K -1,244 -13%
MT
84
Midwest Trust
Kansas
$248K +$262K +7,858 New
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$239K +$252K +7,556 New
JP Morgan Chase
86
JP Morgan Chase
New York
$232K -$257K -7,708 -51%
I
87
InceptionR
California
$232K +$245K +7,330 New
BP
88
Ballentine Partners
Massachusetts
$229K +$242K +7,261 New
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$215K +$14.8K +442 +7%
OFS
90
Orrstown Financial Services
Pennsylvania
$204K -$123K -3,672 -36%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$192K
Citigroup
92
Citigroup
New York
$191K -$193K -5,792 -49%
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$178K
KK
94
KLP Kapitalforvaltning
Norway
$172K -$33.4K -1,000 -16%
Osaic Holdings
95
Osaic Holdings
Arizona
$143K +$41.9K +1,255 +39%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$132K
AAP
97
Arax Advisory Partners
Colorado
$129K +$10.2K +304 +8%
GWM
98
Gitterman Wealth Management
New Jersey
$121K +$128K +3,826 New
PFSRSONJ
99
Police & Firemen's Retirement System of New Jersey
New Jersey
$116K
GWSG
100
GPS Wealth Strategies Group
Colorado
$94.1K -$42.6K -1,275 -30%

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.