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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
226
Weaver C. Barksdale & Associates
Tennessee
$1.78M
SCM
227
Shelton Capital Management
Colorado
$1.77M
FNC
228
First National Corp
Massachusetts
$1.77M
Victory Capital Management
229
Victory Capital Management
Texas
$1.76M
WSFS
230
Wilmington Savings Fund Society
Delaware
$1.71M
X
231
Xponance
Pennsylvania
$1.66M
VLKIM
232
Van Lanschot Kempen Investment Management
Netherlands
$1.63M
PI
233
PineBridge Investments
New York
$1.62M
VPIM
234
Vanguard Personalized Indexing Management
California
$1.59M
URS
235
Utah Retirement Systems
Utah
$1.59M
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$1.53M
JWCA
237
J.W. Cole Advisors
Florida
$1.52M
IFU
238
iSAM Funds (UK)
United Kingdom
$1.52M
RCM
239
Radnor Capital Management
Pennsylvania
$1.52M
M&T Bank
240
M&T Bank
New York
$1.52M
SPIA
241
Steward Partners Investment Advisory
New York
$1.51M
CHAM
242
Clear Harbor Asset Management
Connecticut
$1.48M
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$1.48M
Osaic Holdings
244
Osaic Holdings
Arizona
$1.47M
EGM
245
Engineers Gate Manager
New York
$1.44M
AF
246
AGP Franklin
Tennessee
$1.43M
GAM
247
Generali Asset Management
Italy
$1.4M
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$1.4M
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$1.38M
Cerity Partners
250
Cerity Partners
New York
$1.36M