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Essential Utilities

672 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
Victory Capital Management
226
Victory Capital Management
Texas
$1.67M
SPIA
227
Steward Partners Investment Advisory
New York
$1.65M
Corient Private Wealth
228
Corient Private Wealth
Florida
$1.64M
RCM
229
Radnor Capital Management
Pennsylvania
$1.64M
JWCA
230
J.W. Cole Advisors
Florida
$1.63M
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$1.61M
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$1.6M
BPAMU
233
BTG Pactual Asset Management US
New York
$1.6M
CHAM
234
Clear Harbor Asset Management
Connecticut
$1.58M
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$1.56M
NP
236
Ninepoint Partners
Ontario, Canada
$1.56M
AF
237
AGP Franklin
Tennessee
$1.55M
GAM
238
Generali Asset Management
Italy
$1.55M
SFA
239
Sequoia Financial Advisors
Ohio
$1.51M
AAM
240
Advisors Asset Management
Colorado
$1.5M
AI
241
Atria Investments
North Carolina
$1.5M
Pathstone Holdings
242
Pathstone Holdings
New Jersey
$1.47M
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$1.46M
MIF
244
Mediolanum International Funds
Ireland
$1.45M
Credit Agricole
245
Credit Agricole
France
$1.43M
NA
246
NewEdge Advisors
Louisiana
$1.42M
JFG
247
Jefferies Financial Group
New York
$1.42M
IRC
248
Investors Research Corp
Georgia
$1.41M
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$1.41M
NAM
250
Nissay Asset Management
Japan
$1.41M