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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
S
101
SignatureFD
Georgia
$91K -$24.3K -727 -20%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$88K +$7.68K +230 +9%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$82K +$35.8K +1,071 +70%
CAM
104
Costello Asset Management
Pennsylvania
$74.5K +$33 +1 +0%
NAAA
105
New Age Alpha Advisors
New York
$61.7K +$65.3K +1,954 New
LAMC
106
Longview Asset Management (California)
California
$56.6K
TRCT
107
Tower Research Capital (TRC)
New York
$44.6K +$21.9K +656 +87%
AIP
108
Ameritas Investment Partners
Nebraska
$44.4K
DB
109
Danske Bank
Denmark
$44.2K +$43.4K +1,300 +1,300%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$41.6K -$501 -15 -1%
A
111
AlphaQuest
New York
$38.9K +$36K +1,078 +700%
CWM
112
Crowley Wealth Management
Delaware
$31.6K
AIM
113
Arcadia Investment Management
Michigan
$25.3K
EWA
114
EverSource Wealth Advisors
Alabama
$24K +$23.9K +715 +1,589%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$20.5K
DAM
116
Delta Asset Management
Tennessee
$19.4K
AF
117
Advisornet Financial
Minnesota
$19K
AB
118
Amalgamated Bank
New York
$16K
HFS
119
Horizon Financial Services
North Carolina
$15.8K
RA
120
Rise Advisors
New York
$15.7K
CT
121
Caldwell Trust
Florida
$14.2K
WSFS
122
Wilmington Savings Fund Society
Delaware
$11.8K
CTC
123
Central Trust Company
Missouri
$10.7K
SCM
124
Sterling Capital Management
North Carolina
$10.7K +$4.04K +121 +56%
GI
125
GAMMA Investing
California
$9.89K +$1.54K +46 +17%

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.