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
SO
151
Sierra Ocean
California
$853
EP
152
Essential Partners
California
$632 +$668 +20 New
HFS
153
Hughes Financial Services
Virginia
$489
FFO
154
Fortitude Family Office
Arizona
$474 +$501 +15 New
SOW
155
State of Wyoming
Wyoming
$442 -$468 -14 -50%
PS
156
Principal Securities
Iowa
$316 +$33 +1 +11%
CPG
157
Cornerstone Planning Group
New Jersey
$211 +$234 +7 New
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$64
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$63 +$67 +2 New
NC
160
NewSquare Capital
Pennsylvania
$3
DRZID
161
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.52M -43,736 Closed
CCIA
162
Campbell & Co Investment Adviser
Maryland
-$456K -13,163 Closed
ECM
163
ExodusPoint Capital Management
New York
-$423K -12,207 Closed
BCM
164
Brown Capital Management
Maryland
-$390K -11,250 Closed
Franklin Resources
165
Franklin Resources
California
-$351K -10,112 Closed
DADC
166
D.A. Davidson & Co
Montana
-$316K -9,110 Closed
IIM
167
INTECH Investment Management
Florida
-$292K -8,433 Closed
HF
168
HRT Financial
New York
-$291K -8,416 Closed
FCI
169
Financial Counselors Inc
Kansas
-$273K -7,858 Closed
DTL
170
Dynamic Technology Lab
Singapore
-$263K -7,580 Closed
CF
171
Corebridge Financial
Texas
-$243K -7,016 Closed
EC
172
EntryPoint Capital
New York
-$239K -6,878 Closed
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
-$205K -5,931 Closed
QCG
174
Quadrant Capital Group
Ohio
-$110K -3,175 Closed
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$17.4K -500 Closed

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.