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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
NAM
251
Nissay Asset Management
Japan
$1.41M +$89.8K +2,357 +7%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$1.38M +$130K +3,416 +11%
Millennium Management
253
Millennium Management
New York
$1.34M -$29.1M -762,350 -96%
SI
254
Stephens Inc
Arkansas
$1.32M -$1.07M -28,013 -46%
NEI
255
Northwest & Ethical Investments
Ontario, Canada
$1.3M
SOAMC
256
Spirit of America Management Corp
New York
$1.3M +$162K +4,250 +15%
PFA
257
Pathway Financial Advisers
Indiana
$1.3M +$12.8K +337 +1%
AC
258
Addison Capital
Pennsylvania
$1.3M +$9.76K +256 +0.8%
OAM
259
OP Asset Management
$1.24M -$319K -8,368 -21%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$1.24M +$368K +9,643 +45%
LF
261
Lee Financial
Texas
$1.22M +$146K +3,838 +14%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$1.21M +$270K +7,088 +30%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$1.19M +$38.5K +1,009 +3%
MC
264
Moors & Cabot
Massachusetts
$1.18M +$62.7K +1,644 +6%
IA
265
Inspire Advisors
Idaho
$1.11M +$397K +10,404 +60%
PTC
266
Philadelphia Trust Company
Pennsylvania
$1.1M -$6.33K -166 -0.6%
VOYA Investment Management
267
VOYA Investment Management
Georgia
$1.09M -$291K -7,626 -22%
KAS
268
Kestra Advisory Services
Texas
$1.09M -$78.9K -2,070 -7%
CA
269
Commerzbank Aktiengesellschaft
Germany
$1.09M +$1.04M +27,263 New
VT
270
Vise Technologies
New York
$1.09M +$53.8K +1,412 +5%
PVI
271
Pine Valley Investments
New Jersey
$1.08M +$22.9K +601 +2%
NYLIM
272
New York Life Investment Management
New York
$1.08M +$13.8K +363 +1%
CCM
273
Cullen Capital Management
New York
$1.07M
Daiwa Securities Group
274
Daiwa Securities Group
Japan
$1.06M +$18.6K +487 +2%
CFB
275
Cullen/Frost Bankers
Texas
$1.05M -$101K -2,660 -9%