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York Water
YORW

Overview Fund Activity

155 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, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
60
Reduced
38
Closed
24
Calls
$53K
Puts
$6K
Net Calls
+$47K
Net Calls Change
-$285K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.96M
2
BlackRock
BlackRock
New York
+$5.02M
3
Millennium Management
Millennium Management
New York
+$1.39M
4
Morgan Stanley
Morgan Stanley
New York
+$1.14M
5
Two Sigma Investments
Two Sigma Investments
New York
+$967K

Top Sellers

1
State Street
State Street
Massachusetts
-$2.85M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.52M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$936K
4
NL
Nuveen LLC
North Carolina
-$857K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$719K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$6.38K +$32 +1 +0.5%
MCM
127
MAI Capital Management
Ohio
$6.07K +$6.07K +192 New
CSB
128
City State Bank
Iowa
$6K – – –
PA
129
Parallel Advisors
California
$5.4K -$4.52K -143 -46%
HNB
130
Huntington National Bank
Ohio
$5.09K – – –
EAM
131
Eukles Asset Management
Ohio
$4.74K – – –
AF
132
Allworth Financial
California
$4.3K +$1.33K +42 +45%
HCA
133
Harbor Capital Advisors
Illinois
$4K +$95 +3 +2%
UB
134
UMB Bank
Missouri
$3.57K +$3.57K +113 New
TWD
135
True Wealth Design
Ohio
$3.51K +$1.71K +54 +95%
LFG
136
Larson Financial Group
Missouri
$3.32K +$1.52K +48 +84%
SHIM
137
Stone House Investment Management
Pennsylvania
$3.16K – – –
KWM
138
Kiker Wealth Management
Georgia
$2.84K – – –
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$2.05K – – –
IA
140
IFP Advisors
Florida
$1.99K +$1.99K +61 New
PWA
141
Physician Wealth Advisors
Utah
$1.9K +$632 +20 +50%
RIL
142
Rothschild Investment LLC
Illinois
$1.42K +$790 +25 +125%
CA
143
CoreCap Advisors
Michigan
$1.39K – – –
HI
144
Harbour Investments
Wisconsin
$1.26K – – –
CAL
145
Capital Advisors Ltd
Ohio
$1K – – –
SS
146
SBI Securities
Japan
$980 +$253 +8 +35%
SO
147
Sierra Ocean
California
$853 – – –
HFS
148
Hughes Financial Services
Virginia
$489 – – –
FFO
149
Fortitude Family Office
Arizona
$474 +$474 +15 New
SOW
150
State of Wyoming
Wyoming
$442 -$442 -14 -50%
4 5
6
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