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Essential Utilities

682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.67M

43% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 200

18% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 65

1% more funds holding

Funds holding: 678682 (+4)

2.17% less ownership

Funds ownership: 80.86%78.7% (-2.2%)

7% less capital invested

Capital invested by funds: $8.81B → $8.2B (-$608M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
8.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
285
Reduced
200
Closed
65
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Polymer Capital Management
New York
$1.82M +$1.91M +48,940 New
NMERB
227
New Mexico Educational Retirement Board
New Mexico
$1.81M
WCBA
228
Weaver C. Barksdale & Associates
Tennessee
$1.78M -$14.9K -382 -0.8%
SCM
229
Shelton Capital Management
Colorado
$1.77M -$71.7K -1,841 -4%
FNC
230
First National Corp
Massachusetts
$1.77M -$529K -13,580 -22%
Victory Capital Management
231
Victory Capital Management
Texas
$1.76M -$81.6K -2,096 -4%
WSFS
232
Wilmington Savings Fund Society
Delaware
$1.71M -$297K -7,628 -14%
X
233
Xponance
Pennsylvania
$1.66M +$84.6K +2,172 +5%
VLKIM
234
Van Lanschot Kempen Investment Management
Netherlands
$1.63M +$1.57M +40,427 +1,202%
PI
235
PineBridge Investments
New York
$1.62M -$146K -3,758 -8%
VPIM
236
Vanguard Personalized Indexing Management
California
$1.59M +$69.2K +1,777 +4%
URS
237
Utah Retirement Systems
Utah
$1.59M +$38.7K +994 +2%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$1.53M -$339K -8,711 -17%
JWCA
239
J.W. Cole Advisors
Florida
$1.52M +$424K +10,892 +36%
IFU
240
iSAM Funds (UK)
United Kingdom
$1.52M +$1.02M +26,275 +178%
RCM
241
Radnor Capital Management
Pennsylvania
$1.52M
M&T Bank
242
M&T Bank
New York
$1.52M +$68.3K +1,754 +4%
SPIA
243
Steward Partners Investment Advisory
New York
$1.51M +$46.3K +1,188 +3%
CHAM
244
Clear Harbor Asset Management
Connecticut
$1.48M +$10.1K +260 +0.7%
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
$1.48M +$62.6K +1,608 +4%
OAM
246
OP Asset Management
$1.47M -$1.26M -32,423 -45%
EGM
247
Engineers Gate Manager
New York
$1.44M +$953K +24,473 +171%
AF
248
AGP Franklin
Tennessee
$1.43M +$978K +25,116 +188%
GAM
249
Generali Asset Management
Italy
$1.4M +$54K +1,386 +4%
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$1.4M +$157K +4,032 +12%

WTRG Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.

  • 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
  • Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
  • The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2025.