Who Owns Tortoise Global Water Fund (TBLU)?Hedge Fund & Institutional Holders
Institutional Holders
49
as of Q4 2025
Total Institutional Value
$3.4302000100810004e+75T
% of Float Held
—
QoQ Change in Holders
+15 / -5
Price History
TBLU — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | New Position | +41K | +$2.0M |
| Meramec Financial Planners, LLC | New Position | +20K | +$1.1M |
| Hilltop Holdings Inc. | New Position | +24K | +$1.0M |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +36K | +$1.0M |
| Phoenix Wealth Advisors | New Position | +18K | +$930K |
| NATURAL INVESTMENTS, LLC | New Position | +14K | +$714K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | New Position | +9K | +$444K |
| MENORA MIVTACHIM HOLDINGS LTD. | New Position | +5K | +$230K |
| Octavia Wealth Advisors, LLC | New Position | +4K | +$205K |
| Key FInancial Inc | New Position | +2K | +$79K |
| WFA of San Diego, LLC | New Position | +1K | +$70K |
| HAZLETT, BURT & WATSON, INC. | New Position | +1K | +$70K |
| North Star Investment Management Corp. | New Position | +1K | +$67K |
| CWM, LLC | New Position | +916 | +$47K |
| Farther Finance Advisors, LLC | New Position | +178 | +$9K |
TBLU — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Closed Position | -25K | -$1.3B |
| UBS Group AG | Decreased | -10K | -$581.4M |
| Focus Partners Wealth | Decreased | -4K | -$567.6M |
| CITADEL ADVISORS LLC | Closed Position | -10K | -$523.3M |
| CIBC Bancorp USA Inc. | Closed Position | -8K | -$447.6M |
| Orion Porfolio Solutions, LLC | Decreased | -2K | -$387.6M |
| OSAIC HOLDINGS, INC. | Decreased | -5K | -$368.0M |
| Virtu Financial LLC | Closed Position | -5K | -$257K |
| Advisory Services Network, LLC | Closed Position | -0 | -$16K |
Top Institutional Holders(Q4 2025)
TBLU Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 40 | $11.5M | +16 |
| Q3 2025 | 24 | $9.5B | +22 |
| Q2 2025 | 2 | $479.3M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 49 institutional investors hold TBLU (Tortoise Global Water Fund). The largest holder is WCG Wealth Advisors LLC with $3.4M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own TBLU?
As of Q4 2025, 49 institutional investors report holding TBLU (Tortoise Global Water Fund) in their 13F filings.
Who is the largest institutional holder of TBLU?
The largest institutional holder of TBLU is WCG Wealth Advisors LLC with $3.4M in shares.
Is institutional ownership of TBLU increasing or decreasing?
This quarter, 15 institutions opened new positions in TBLU and 5 closed their positions.