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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
226
Vanguard Personalized Indexing Management
California
$1.69M -$21.8K -571 -1%
Victory Capital Management
227
Victory Capital Management
Texas
$1.67M -$210K -5,520 -12%
SPIA
228
Steward Partners Investment Advisory
New York
$1.65M +$25.3K +665 +2%
Corient Private Wealth
229
Corient Private Wealth
Florida
$1.64M +$271K +7,102 +21%
RCM
230
Radnor Capital Management
Pennsylvania
$1.64M
JWCA
231
J.W. Cole Advisors
Florida
$1.63M -$5.87K -154 -0.4%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$1.61M -$32.3K -847 -2%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$933K +24,465 +156%
BPAMU
234
BTG Pactual Asset Management US
New York
$1.6M -$2.26M -59,374 -60%
CHAM
235
Clear Harbor Asset Management
Connecticut
$1.58M -$14.3K -375 -0.9%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$248K +6,498 +20%
NP
237
Ninepoint Partners
Ontario, Canada
$1.56M +$1.49M +38,999 New
AF
238
AGP Franklin
Tennessee
$1.55M +$13.2K +347 +0.9%
GAM
239
Generali Asset Management
Italy
$1.55M +$40.9K +1,073 +3%
SFA
240
Sequoia Financial Advisors
Ohio
$1.51M +$298K +7,822 +26%
AAM
241
Advisors Asset Management
Colorado
$1.5M +$330K +8,652 +30%
AI
242
Atria Investments
North Carolina
$1.5M +$697K +18,280 +94%
Pathstone Holdings
243
Pathstone Holdings
New Jersey
$1.47M -$31.3K -820 -2%
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$1.46M -$115K -3,024 -8%
MIF
245
Mediolanum International Funds
Ireland
$1.45M +$909K +23,841 +182%
Credit Agricole
246
Credit Agricole
France
$1.43M +$1.37M +35,878 New
NA
247
NewEdge Advisors
Louisiana
$1.42M +$250K +6,549 +23%
JFG
248
Jefferies Financial Group
New York
$1.42M -$2.27M -59,683 -63%
IRC
249
Investors Research Corp
Georgia
$1.41M
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$1.41M -$17.4K -456 -1%