We are live on ! Find out more
YORW icon

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
US Bancorp
126
US Bancorp
Minnesota
$7.68K -$2.04K -61 -20%
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$7.58K +$2.71K +81 +51%
VCM
128
Versant Capital Management
Arizona
$7.46K -$501 -15 -6%
FFA
129
Farther Finance Advisors
California
$6.86K +$568 +17 +9%
GEA
130
Glen Eagle Advisors
New Jersey
$6.38K +$33 +1 +0.5%
MCM
131
MAI Capital Management
Ohio
$6.07K +$6.41K +192 New
CSB
132
City State Bank
Iowa
$6K
PA
133
Parallel Advisors
California
$5.4K -$4.78K -143 -46%
HNB
134
Huntington National Bank
Ohio
$5.09K
EAM
135
Eukles Asset Management
Ohio
$4.74K
AF
136
Allworth Financial
California
$4.3K +$1.4K +42 +45%
HCA
137
Harbor Capital Advisors
Illinois
$4K +$100 +3 +2%
UB
138
UMB Bank
Missouri
$3.57K +$3.77K +113 New
TWD
139
True Wealth Design
Ohio
$3.51K +$1.8K +54 +95%
LFG
140
Larson Financial Group
Missouri
$3.32K +$1.6K +48 +84%
SHIM
141
Stone House Investment Management
Pennsylvania
$3.16K
KWM
142
Kiker Wealth Management
Georgia
$2.84K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$2.05K
IA
144
IFP Advisors
Florida
$1.99K +$2.04K +61 New
PWA
145
Physician Wealth Advisors
Utah
$1.9K +$668 +20 +50%
RIL
146
Rothschild Investment LLC
Illinois
$1.42K +$835 +25 +125%
CA
147
CoreCap Advisors
Michigan
$1.39K
HI
148
Harbour Investments
Wisconsin
$1.26K
CAL
149
Capital Advisors Ltd
Ohio
$1K
SS
150
SBI Securities
Japan
$980 +$267 +8 +35%

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.