WTRG icon

Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 reducing their positions, and 79 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
NEI
251
Northwest & Ethical Investments
Ontario, Canada
$1.3M
SOAMC
252
Spirit of America Management Corp
New York
$1.3M
PFA
253
Pathway Financial Advisers
Indiana
$1.3M
AC
254
Addison Capital
Pennsylvania
$1.3M
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$1.24M
LF
256
Lee Financial
Texas
$1.22M
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$1.21M
SOADOR
258
State of Alaska Department of Revenue
Alaska
$1.19M
MC
259
Moors & Cabot
Massachusetts
$1.18M
IA
260
Inspire Advisors
Idaho
$1.11M
PTC
261
Philadelphia Trust Company
Pennsylvania
$1.1M
VOYA Investment Management
262
VOYA Investment Management
Georgia
$1.09M
KAS
263
Kestra Advisory Services
Texas
$1.09M
CA
264
Commerzbank Aktiengesellschaft
Germany
$1.09M
VT
265
Vise Technologies
New York
$1.09M
NYLIM
266
New York Life Investment Management
New York
$1.08M
CCM
267
Cullen Capital Management
New York
$1.07M
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$1.06M
CFB
269
Cullen/Frost Bankers
Texas
$1.05M
AW
270
Apricus Wealth
South Carolina
$1.05M
RB
271
Rodgers Brothers
Pennsylvania
$1.04M
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$1.04M
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$1.04M
BC
274
Blackhill Capital
New Jersey
$1.04M
CB
275
Community Bank
New York
$1.04M