Who Owns H2O America (HTO)?Hedge Fund & Institutional Holders

$58.63+1.27 (+2.22%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

3.479363105438898e+272%

QoQ Change in Holders

+10 / -3

Price History

$44.44$47.97$51.50$55.04$58.57May 25Oct 25Mar 26

HTO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ATLAS Infrastructure Partners (UK) Ltd.New Position+584K+$28.6B
ANTIPODES PARTNERS LtdNew Position+384K+$18.8B
Resolution Capital LtdNew Position+234K+$11.5B
GOLDMAN SACHS GROUP INCIncreased+181K+$8.3B
PRINCIPAL FINANCIAL GROUP INCNew Position+159K+$7.8B
Assenagon Asset Management S.A.Increased+116K+$5.7B
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCNew Position+113K+$5.0B
Invesco Ltd.Increased+77K+$3.9B
Brandywine Global Investment Management, LLCIncreased+64K+$3.1B
BANK OF AMERICA CORP /DE/Increased+6K+$3.0B
KEYNOTE FINANCIAL SERVICES LLCNew Position+56K+$2.8B
Ausbil Investment Management LtdNew Position+53K+$2.6B
E. Ohman J:or Asset Management ABNew Position+47K+$2.3B
North Star Investment Management Corp.New Position+45K+$2.2B
Clean Yield GroupNew Position+43K+$2.1B

HTO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FIRST TRUST ADVISORS LPDecreased-813K-$40.1B
AmundiDecreased-472K-$24.0B
JPMORGAN CHASE & CODecreased-171K-$10.6B
CIBC Bancorp USA Inc.Closed Position-187K-$9.1B
MARSHALL WACE, LLPClosed Position-166K-$8.1B
Swiss Life Asset Management LtdDecreased-139K-$7.2B
MILLENNIUM MANAGEMENT LLCDecreased-129K-$6.5B
NUANCE INVESTMENTS, LLCDecreased-115K-$5.3B
ADAGE CAPITAL PARTNERS GP, L.L.C.Closed Position-100K-$4.9B
VOLORIDGE INVESTMENT MANAGEMENT, LLCDecreased-18K-$4.6B
NORTHERN TRUST CORPDecreased-14K-$4.4B
Zimmer Partners, LPDecreased-81K-$3.9B
Nuveen, LLCDecreased-61K-$3.9B
FRANKLIN RESOURCES INCDecreased-59K-$3.8B
Voleon Capital Management LPDecreased-41K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Amundi1,159,784$56.0B0.02%Share
2NUANCE INVESTMENTS, LLC906,724$44.4B4.89%Share
3Invesco Ltd.604,639$29.6B0.00%Share
4DIMENSIONAL FUND ADVISORS LP607,677$29.0B0.01%Share
5ATLAS Infrastructure Partners (UK) Ltd.584,080$28.6B1.43%Share
6FIRST TRUST ADVISORS LP501,553$24.0B0.02%Share
7Legal & General Group Plc489,073$23.0B0.01%Share
8VICTORY CAPITAL MANAGEMENT INC468,342$22.0B0.01%Share
9GOLDMAN SACHS GROUP INC430,173$21.0B0.00%Share
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC433,757$21.0B0.00%Share
11ANTIPODES PARTNERS Ltd383,905$18.8B0.39%Share
12Amundi337,839$16.0B0.00%Share
13Assenagon Asset Management S.A.276,841$13.6B0.02%Share
14NORTHERN TRUST CORP283,539$13.0B0.00%Share
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC254,823$12.5B0.04%Share
16Resolution Capital Ltd234,455$11.5B0.25%Share
17Amundi215,263$10.0B0.00%Share
18TWO SIGMA INVESTMENTS, LP196,911$9.0B0.01%Share
19SCHRODER INVESTMENT MANAGEMENT GROUP166,238$8.0B0.01%Share
20Nuveen, LLC175,533$8.0B0.00%Share
21CIBC Private Wealth Group LLC183,639$8.0B0.01%Share
22PRINCIPAL FINANCIAL GROUP INC157,267$7.7B0.00%Share
23GABELLI FUNDS LLC147,655$7.0B0.05%Share
24AQR CAPITAL MANAGEMENT LLC149,249$7.0B0.00%Share
25PUBLIC SECTOR PENSION INVESTMENT BOARD115,268$5.0B0.02%Share
26MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC112,841$5.0B0.05%Share
27RHUMBLINE ADVISERS101,201$4.0B0.00%Share
28Brandywine Global Investment Management, LLC81,927$4.0B0.03%Share
29AMERIPRISE FINANCIAL INC100,499$4.0B0.00%Share
30RENAISSANCE TECHNOLOGIES LLC84,000$4.0B0.01%Share
31FIRST MANHATTAN CO. LLC.85,761$4.0B0.01%Share
32UBS Group AG64,547$3.2B0.00%Share
33GAMCO INVESTORS, INC. ET AL61,630$3.0B0.03%Share
34COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS62,555$3.0B0.02%Share
35BARCLAYS PLC66,237$3.0B0.00%Share
36New Age Alpha Advisors, LLC61,651$3.0B0.13%Share
37Legal & General Group Plc74,197$3.0B0.00%Share
38Swiss National Bank66,200$3.0B0.00%Share
39SEI INVESTMENTS CO73,355$3.0B0.00%Share
40KEYNOTE FINANCIAL SERVICES LLC56,218$2.8B1.54%Share
41Ausbil Investment Management Ltd53,119$2.6B1.48%Share
42Swiss Life Asset Management Ltd50,977$2.5B0.01%Share
43UBS Group AG47,692$2.3B0.00%Share
44E. Ohman J:or Asset Management AB47,030$2.3B0.05%Share
45North Star Investment Management Corp.44,800$2.2B0.14%Share
46Zimmer Partners, LP43,816$2.1B0.06%Share
47Clean Yield Group42,706$2.1B0.58%Share
48GOLDMAN SACHS GROUP INC52,362$2.0B0.00%Share
49WELLS FARGO & COMPANY/MN42,420$2.0B0.00%Share
50Man Group plc50,251$2.0B0.00%Share

HTO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025274$568.9B+74
Q3 2025200$657.7B-21
Q2 2025221$453.1B-28
Q1 2025249$1.2T+27
Q4 2024222$1.2T+16
Q3 2024206$36.7T+9
Q2 2024197$43.1T+12
Q1 2024185$1251.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold HTO (H2O America). The largest holder is Amundi with $56.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HTO?

As of Q4 2025, 50 institutional investors report holding HTO (H2O America) in their 13F filings.

Who is the largest institutional holder of HTO?

The largest institutional holder of HTO is Amundi with $56.0B in shares.

Is institutional ownership of HTO increasing or decreasing?

This quarter, 10 institutions opened new positions in HTO and 3 closed their positions.