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York Water
YORW

Overview Fund Activity

153 hedge funds and large institutions have $254M invested in York Water in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 24 closing their positions.

Holders
153
Holders Change
-12
Holders Change %
-7.27%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
60
Reduced
37
Closed
24
Calls
$53K
Puts
$6K
Net Calls
+$47K
Net Calls Change
-$285K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.5M
2
BlackRock
2
BlackRock
New York
$56.4M
3
Millennium Management
3
Millennium Management
New York
$4.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.82M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$13.4M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
NL
3
Nuveen LLC
North Carolina
$1.28M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$877K
5
ProShare Advisors
5
ProShare Advisors
Maryland
$5.95M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$6.07K 192 +192 New
CSB
127
City State Bank
Iowa
$6K 190 – –
PA
128
Parallel Advisors
California
$5.4K 171 -143 -46%
HNB
129
Huntington National Bank
Ohio
$5.09K 161 – –
EAM
130
Eukles Asset Management
Ohio
$4.74K 150 – –
AF
131
Allworth Financial
California
$4.3K 136 +42 +45%
HCA
132
Harbor Capital Advisors
Illinois
$4K 126 +3 +2%
UB
133
UMB Bank
Missouri
$3.57K 113 +113 New
TWD
134
True Wealth Design
Ohio
$3.51K 111 +54 +95%
LFG
135
Larson Financial Group
Missouri
$3.32K 105 +48 +84%
SHIM
136
Stone House Investment Management
Pennsylvania
$3.16K 100 – –
KWM
137
Kiker Wealth Management
Georgia
$2.84K 90 – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$2.05K 65 – –
IA
139
IFP Advisors
Florida
$1.99K 61 +61 New
PWA
140
Physician Wealth Advisors
Utah
$1.9K 60 +20 +50%
RIL
141
Rothschild Investment LLC
Illinois
$1.42K 45 +25 +125%
CA
142
CoreCap Advisors
Michigan
$1.39K 44 – –
HI
143
Harbour Investments
Wisconsin
$1.26K 40 – –
CAL
144
Capital Advisors Ltd
Ohio
$1K 17 – –
SS
145
SBI Securities
Japan
$980 31 +8 +35%
SO
146
Sierra Ocean
California
$853 27 – –
HFS
147
Hughes Financial Services
Virginia
$489 16 – –
FFO
148
Fortitude Family Office
Arizona
$474 15 +15 New
SOW
149
State of Wyoming
Wyoming
$442 14 -14 -50%
PS
150
Principal Securities
Iowa
$316 10 +1 +11%
4 5
6
7 8