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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
SOAMC
276
Spirit of America Management Corp
New York
$1.05M
TA
277
TFG Advisers
Michigan
$1.05M
MC
278
Moors & Cabot
Massachusetts
$1.04M
PTC
279
Philadelphia Trust Company
Pennsylvania
$1.03M
Two Sigma Investments
280
Two Sigma Investments
New York
$1.01M
KOC
281
Koss-Olinger Consulting
Florida
$996K
Truist Financial
282
Truist Financial
North Carolina
$993K
CCM
283
Cullen Capital Management
New York
$992K
LF
284
Lee Financial
Texas
$990K
NYLIM
285
New York Life Investment Management
New York
$989K
CTC
286
Central Trust Company
Missouri
$981K
AW
287
Apricus Wealth
South Carolina
$975K
RB
288
Rodgers Brothers
Pennsylvania
$972K
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$972K
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$970K
BC
291
Blackhill Capital
New Jersey
$967K
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$959K
SIAP
293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$959K
VT
294
Vise Technologies
New York
$958K
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$955K
BHCM
296
Brevan Howard Capital Management
Jersey
$923K
CB
297
Community Bank
New York
$917K
JG
298
Jain Global
New York
$914K
HTC
299
Haverford Trust Company
Pennsylvania
$895K
William Blair & Company
300
William Blair & Company
Illinois
$892K