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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
SIAP
276
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
EI
277
Ethic Inc
New York
$1.02M
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
$1.01M
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$1.01M
KOC
280
Koss-Olinger Consulting
Florida
$995K
GWM
281
Gitterman Wealth Management
New Jersey
$955K
Lido Advisors
282
Lido Advisors
California
$955K
BFM
283
Boothbay Fund Management
New York
$944K
KFI
284
Key Financial Inc
Pennsylvania
$922K
GWCM
285
Godshalk Welsh Capital Management
Pennsylvania
$916K
Truist Financial
286
Truist Financial
North Carolina
$905K
AAP
287
Arax Advisory Partners
Colorado
$886K
BBPWM
288
Blue Bell Private Wealth Management
Pennsylvania
$885K
HTC
289
Haverford Trust Company
Pennsylvania
$881K
William Blair & Company
290
William Blair & Company
Illinois
$880K
CIC
291
Carnegie Investment Counsel
Ohio
$879K
II
292
Inspire Investing
Idaho
$854K
Federated Hermes
293
Federated Hermes
Pennsylvania
$848K
APC
294
Aspire Private Capital
North Carolina
$845K
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$843K
AWM
296
Axxcess Wealth Management
California
$841K
SAM
297
Securian Asset Management
Minnesota
$838K
ACB
298
Aristotle Capital Boston
Massachusetts
$824K
FT
299
Fiduciary Trust
Massachusetts
$804K
SF
300
Summit Financial
New Jersey
$797K