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York Water

161 hedge funds and large institutions have $252M invested in York Water in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

1.22% more ownership

Funds ownership: 56.19%57.41% (+1.2%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% more funds holding

Funds holding: 160161 (+1)

2% less capital invested

Capital invested by funds: $256M → $252M (-$3.84M)

88% less call options, than puts

Call options by funds: $6K | Put options by funds: $48K

Holders
161
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
54
Reduced
48
Closed
22
Calls
$6K
Puts
$48K
Net Calls
-$42K
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$1.19K -$651 -21 -35%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$1.13K +$1.15K +37 New
SS
153
SBI Securities
Japan
$943
TPCW
154
TD Private Client Wealth
New York
$608 +$620 +20 New
HFS
155
Hughes Financial Services
Virginia
$511
SS
156
Sunbelt Securities
Texas
$395 +$403 +13 New
PS
157
Principal Securities
Iowa
$304
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$63
A
159
AlphaQuest
New York
$30 -$38.2K -1,231 -100%
TIM
160
Tortoise Investment Management
New York
$30 +$31 +1 New
UBS AM
161
UBS AM
Illinois
-$1.48M -46,799 Closed
Swiss National Bank
162
Swiss National Bank
Switzerland
-$869K -27,500 Closed
Los Angeles Capital Management
163
Los Angeles Capital Management
California
-$801K -25,344 Closed
Universal-Beteiligungs- und Servicegesellschaft
164
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$576K -18,224 Closed
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
-$470K -14,868 Closed
Man Group
166
Man Group
United Kingdom
-$385K -12,197 Closed
Pictet Asset Management
167
Pictet Asset Management
Switzerland
-$239K -7,556 Closed
I
168
InceptionR
California
-$232K -7,330 Closed
OFS
169
Orrstown Financial Services
Pennsylvania
-$204K -6,462 Closed
KK
170
KLP Kapitalforvaltning
Norway
-$172K -5,400 Closed
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
-$132K -4,163 Closed
NAAA
172
New Age Alpha Advisors
New York
-$61.7K -1,954 Closed
DB
173
Danske Bank
Denmark
-$44.2K -1,400 Closed
CT
174
Caldwell Trust
Florida
-$14.2K -450 Closed
MCM
175
MAI Capital Management
Ohio
-$6.07K -192 Closed

YORW Hedge Fund Activity: Q3 2025 in Review

161 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2025, worth a combined $252M — down 1.5% from $256M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new YORW positions and 22 closed out — a net gain of 1 holder — while 54 added to existing stakes and 48 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.05M. The largest seller was State Street, cutting an estimated $2.88M.

  • 161 institutional investors held York Water (YORW) as of Q3 2025, up from 160 in Q2 2025.
  • Funds reported $252M of York Water stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 23 funds opened new York Water positions in Q3 2025 and 22 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2025 was Arrowstreet Capital, an estimated $4.05M added.
  • The largest York Water seller in Q3 2025 was State Street, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2025.