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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$1.81M
WCBA
227
Weaver C. Barksdale & Associates
Tennessee
$1.78M
SCM
228
Shelton Capital Management
Colorado
$1.77M
FNC
229
First National Corp
Massachusetts
$1.77M
Victory Capital Management
230
Victory Capital Management
Texas
$1.76M
WSFS
231
Wilmington Savings Fund Society
Delaware
$1.71M
X
232
Xponance
Pennsylvania
$1.66M
VLKIM
233
Van Lanschot Kempen Investment Management
Netherlands
$1.63M
PI
234
PineBridge Investments
New York
$1.62M
VPIM
235
Vanguard Personalized Indexing Management
California
$1.59M
URS
236
Utah Retirement Systems
Utah
$1.59M
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$1.53M
JWCA
238
J.W. Cole Advisors
Florida
$1.52M
IFU
239
iSAM Funds (UK)
United Kingdom
$1.52M
RCM
240
Radnor Capital Management
Pennsylvania
$1.52M
M&T Bank
241
M&T Bank
New York
$1.52M
SPIA
242
Steward Partners Investment Advisory
New York
$1.51M
CHAM
243
Clear Harbor Asset Management
Connecticut
$1.48M
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$1.48M
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
Osaic Holdings
250
Osaic Holdings
Arizona
$1.38M