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
BlackRock
1
BlackRock
New York
$56.4M +$5.3M +158,738 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.5M +$7.36M +220,407 +25%
ZP
3
Zimmer Partners
New York
$23.9M
State Street
4
State Street
Massachusetts
$13.4M -$2.99M -89,531 -18%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.2M +$166K +4,965 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.4M -$321K -9,620 -3%
Legal & General Group
7
Legal & General Group
United Kingdom
$8.21M +$998K +29,882 +13%
Morgan Stanley
8
Morgan Stanley
New York
$6.82M +$1.2M +36,033 +20%
ProShare Advisors
9
ProShare Advisors
Maryland
$5.95M -$673K -20,143 -10%
Northern Trust
10
Northern Trust
Illinois
$4.45M -$41.8K -1,252 -0.9%
GF
11
Gabelli Funds
New York
$4.22M
Millennium Management
12
Millennium Management
New York
$4.2M +$1.47M +43,982 +50%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.94M +$938K +28,100 +29%
Charles Schwab
14
Charles Schwab
California
$3.72M +$78.1K +2,340 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.51M -$34K -1,017 -0.9%
Invesco
16
Invesco
Georgia
$2.66M -$31.8K -952 -1%
Bank of America
17
Bank of America
North Carolina
$2.54M +$757K +22,663 +39%
Two Sigma Investments
18
Two Sigma Investments
New York
$2.5M +$1.02M +30,607 +63%
CP
19
CenterBook Partners
Connecticut
$2.46M +$648K +19,390 +33%
Goldman Sachs
20
Goldman Sachs
New York
$2.46M +$173K +5,170 +7%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$2.31M
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.3M +$624K +18,700 +35%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.02M +$574K +17,181 +37%
PCM
24
Penn Capital Management
Pennsylvania
$1.87M +$594K +17,781 +43%
UBS AM
25
UBS AM
Illinois
$1.48M +$518K +15,498 +50%

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.