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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
Cerity Partners
251
Cerity Partners
New York
$1.36M
Man Group
252
Man Group
United Kingdom
$1.34M
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$1.33M
IRC
254
Investors Research Corp
Georgia
$1.31M
VOYA Investment Management
255
VOYA Investment Management
Georgia
$1.3M
YIH
256
Y-Intercept (HK)
Hong Kong
$1.28M
SAM
257
Secure Asset Management
Michigan
$1.28M
Corient Private Wealth
258
Corient Private Wealth
Florida
$1.27M
OAM
259
Oxford Asset Management
United Kingdom
$1.25M
WC
260
Wexford Capital
Florida
$1.25M
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$1.23M
NAM
262
Nissay Asset Management
Japan
$1.22M
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1.21M
NEI
264
Northwest & Ethical Investments
Ontario, Canada
$1.21M
AC
265
Addison Capital
Pennsylvania
$1.2M
PFA
266
Pathway Financial Advisers
Indiana
$1.2M
Neuberger Berman Group
267
Neuberger Berman Group
New York
$1.15M
EMPI
268
Elo Mutual Pension Insurance
Finland
$1.13M
SFA
269
Sequoia Financial Advisors
Ohio
$1.11M
RBI
270
Raiffeisen Bank International
Austria
$1.1M
IIM
271
INTECH Investment Management
Florida
$1.09M
KAS
272
Kestra Advisory Services
Texas
$1.09M
CFB
273
Cullen/Frost Bankers
Texas
$1.08M
NA
274
NewEdge Advisors
Louisiana
$1.08M
AAM
275
Advisors Asset Management
Colorado
$1.08M