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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$4.92M
Net Calls
Net Calls Change

Top Buyers

1 +$139M
2 +$128M
3 +$108M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$71.9M
5
Goldman Sachs
Goldman Sachs
New York
+$50.1M

Top Sellers

1 -$61.5M
2 -$47.2M
3 -$44.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.6M
5
Amundi
Amundi
France
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Radnor Capital Management
Pennsylvania
$1.64M
JWCA
227
J.W. Cole Advisors
Florida
$1.63M
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$1.61M
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$1.6M
BPAMU
230
BTG Pactual Asset Management US
New York
$1.6M
CHAM
231
Clear Harbor Asset Management
Connecticut
$1.58M
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
NP
233
Ninepoint Partners
Ontario, Canada
$1.56M
AF
234
AGP Franklin
Tennessee
$1.55M
GAM
235
Generali Asset Management
Italy
$1.55M
SFA
236
Sequoia Financial Advisors
Ohio
$1.51M
AAM
237
Advisors Asset Management
Colorado
$1.5M
AI
238
Atria Investments
North Carolina
$1.5M
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$1.47M
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$1.46M
MIF
241
Mediolanum International Funds
Ireland
$1.45M
Credit Agricole
242
Credit Agricole
France
$1.43M
NA
243
NewEdge Advisors
Louisiana
$1.42M
JFG
244
Jefferies Financial Group
New York
$1.42M
IRC
245
Investors Research Corp
Georgia
$1.41M
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$1.41M
NAM
247
Nissay Asset Management
Japan
$1.41M
Neuberger Berman Group
248
Neuberger Berman Group
New York
$1.38M
Millennium Management
249
Millennium Management
New York
$1.34M
SI
250
Stephens Inc
Arkansas
$1.32M