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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
BlackRock
1
BlackRock
New York
$55.6M +$1.24M +40,012 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.3M -$921K -29,691 -3%
ZP
3
Zimmer Partners
New York
$23M
Legal & General Group
4
Legal & General Group
United Kingdom
$11.6M +$3.72M +119,809 +46%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.8M +$66.8K +2,152 +0.6%
State Street
6
State Street
Massachusetts
$10M -$2.88M -92,700 -22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.77M -$255K -8,210 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.65M +$2.92M +94,200 +76%
ProShare Advisors
9
ProShare Advisors
Maryland
$6.17M +$455K +14,680 +8%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.91M +$4.05M +130,613 +205%
Morgan Stanley
11
Morgan Stanley
New York
$5.59M -$1M -32,324 -15%
GF
12
Gabelli Funds
New York
$4.07M
Two Sigma Investments
13
Two Sigma Investments
New York
$4M +$1.62M +52,376 +66%
Northern Trust
14
Northern Trust
Illinois
$3.75M -$545K -17,561 -12%
Charles Schwab
15
Charles Schwab
California
$3.7M +$121K +3,903 +3%
Invesco
16
Invesco
Georgia
$3.41M +$872K +28,126 +33%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.41M +$38.9K +1,253 +1%
PCM
18
Penn Capital Management
Pennsylvania
$2.88M +$1.1M +35,447 +60%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.67M +$2.13M +68,804 +361%
Goldman Sachs
20
Goldman Sachs
New York
$2.62M +$259K +8,353 +11%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$2.22M
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.88M -$338K -10,900 -15%
Bank of America
23
Bank of America
North Carolina
$1.73M -$727K -23,446 -29%
Millennium Management
24
Millennium Management
New York
$1.53M -$2.56M -82,368 -62%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.34M +$1.36M +43,982 New

YORW Hedge Fund Activity: Q3 2025 in Review

161 of the 7,619 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.