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Essential Utilities

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$5.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$949K
CB
277
Community Bank
New York
$946K
FT
278
Fiduciary Trust
Massachusetts
$940K
FF
279
Friedenthal Financial
New Jersey
$937K
KFI
280
Key Financial Inc
Pennsylvania
$936K
ECM
281
Everence Capital Management
Indiana
$934K
SOAMC
282
Spirit of America Management Corp
New York
$933K
William Blair & Company
283
William Blair & Company
Illinois
$914K
KBC Group
284
KBC Group
Belgium
$912K
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$902K
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$882K
DTL
287
Dynamic Technology Lab
Singapore
$879K
Truist Financial
288
Truist Financial
North Carolina
$861K
AWM
289
Axxcess Wealth Management
California
$854K
CIC
290
Carnegie Investment Counsel
Ohio
$844K
APC
291
Aspire Private Capital
North Carolina
$837K
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$828K
Federated Hermes
293
Federated Hermes
Pennsylvania
$812K
HIW
294
Holos Integrated Wealth
Pennsylvania
$809K
MCM
295
Manchester Capital Management
Vermont
$792K
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$773K
RIL
297
Rothschild Investment LLC
Illinois
$764K
SAM
298
Securian Asset Management
Minnesota
$755K
Simplex Trading
299
Simplex Trading
Illinois
$752K
PIM
300
Penobscot Investment Management
Massachusetts
$750K