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York Water

168 hedge funds and large institutions have $263M invested in York Water in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $530K | Put options by funds: $198K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

11% more funds holding

Funds holding: 152168 (+16)

8% more capital invested

Capital invested by funds: $244M → $263M (+$19M)

0.8% more ownership

Funds ownership: 51.98%52.77% (+0.8%)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
50
Reduced
44
Closed
11
Calls
$530K
Puts
$198K
Net Calls
+$332K
Net Calls Change
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
151
True Wealth Design
Ohio
$1.98K -$911 -28 -33%
LFG
152
Larson Financial Group
Missouri
$1.98K +$1.27K +39 +217%
EWA
153
EverSource Wealth Advisors
Alabama
$1.56K +$1.47K +45 New
CA
154
CoreCap Advisors
Michigan
$1.52K
PWA
155
Physician Wealth Advisors
Utah
$1.39K
HI
156
Harbour Investments
Wisconsin
$1.39K
CAL
157
Capital Advisors Ltd
Ohio
$1K -$2.9K -89 -84%
SOW
158
State of Wyoming
Wyoming
$971 +$195 +6 +27%
SO
159
Sierra Ocean
California
$936
SS
160
SBI Securities
Japan
$798 -$33 -1 -4%
RIL
161
Rothschild Investment LLC
Illinois
$694 +$326 +10 +100%
HFS
162
Hughes Financial Services
Virginia
$557 +$521 +16 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$521 +$488 +15 New
SC
164
Stephens Consulting
Michigan
$347 +$326 +10 New
PS
165
Principal Securities
Iowa
$294
DPW
166
DiNuzzo Private Wealth
Pennsylvania
$70
Capstone Investment Advisors
167
Capstone Investment Advisors
New York
-$548K -16,763 Closed
HSBC Holdings
168
HSBC Holdings
United Kingdom
-$349K -10,666 Closed
AQR Capital Management
169
AQR Capital Management
Connecticut
-$340K -10,401 Closed
SFI
170
Susquehanna Fundamental Investments
Pennsylvania
-$297K -9,065 Closed
SG Americas Securities
171
SG Americas Securities
New York
-$216K -6,605 Closed
NAAA
172
New Age Alpha Advisors
New York
-$40.7K -1,243 Closed
Simplex Trading
173
Simplex Trading
Illinois
-$31.7K -974 Closed
VWM
174
Venturi Wealth Management
Texas
-$11.7K -358 Closed
RS
175
R Squared
Hong Kong
-$9.82K -300 Closed

YORW Hedge Fund Activity: Q1 2025 in Review

168 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2025, worth a combined $263M — up 7.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YORW positions and 11 closed out — a net gain of 18 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.64M. The largest seller was BlackRock, cutting an estimated $5.12M.

  • 168 institutional investors held York Water (YORW) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $263M of York Water stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 29 funds opened new York Water positions in Q1 2025 and 11 closed out, a net change of +18 holders.
  • The largest York Water buyer in Q1 2025 was Millennium Management, an estimated $2.64M added.
  • The largest York Water seller in Q1 2025 was BlackRock, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2025.