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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
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
Man Group
251
Man Group
United Kingdom
$1.34M
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$1.33M
IRC
253
Investors Research Corp
Georgia
$1.31M
VOYA Investment Management
254
VOYA Investment Management
Georgia
$1.3M
YIH
255
Y-Intercept (HK)
Hong Kong
$1.28M
SAM
256
Secure Asset Management
Michigan
$1.28M
Corient Private Wealth
257
Corient Private Wealth
Florida
$1.27M
OAM
258
Oxford Asset Management
United Kingdom
$1.25M
WC
259
Wexford Capital
Florida
$1.25M
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$1.23M
NAM
261
Nissay Asset Management
Japan
$1.22M
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$1.21M
NEI
263
Northwest & Ethical Investments
Ontario, Canada
$1.21M
AC
264
Addison Capital
Pennsylvania
$1.2M
PFA
265
Pathway Financial Advisers
Indiana
$1.2M
Neuberger Berman Group
266
Neuberger Berman Group
New York
$1.15M
EMPI
267
Elo Mutual Pension Insurance
Finland
$1.13M
SFA
268
Sequoia Financial Advisors
Ohio
$1.11M
RBI
269
Raiffeisen Bank International
Austria
$1.1M
IIM
270
INTECH Investment Management
Florida
$1.09M
KAS
271
Kestra Advisory Services
Texas
$1.09M
CFB
272
Cullen/Frost Bankers
Texas
$1.08M
NA
273
NewEdge Advisors
Louisiana
$1.08M
AAM
274
Advisors Asset Management
Colorado
$1.08M
SOADOR
275
State of Alaska Department of Revenue
Alaska
$1.07M