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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
AW
276
Apricus Wealth
South Carolina
$1.05M
RB
277
Rodgers Brothers
Pennsylvania
$1.04M
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$1.04M
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$13.6K +356 +1%
BC
280
Blackhill Capital
New Jersey
$1.04M
CB
281
Community Bank
New York
$1.04M +$48.1K +1,262 +5%
SIAP
282
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
EI
283
Ethic Inc
New York
$1.02M +$68.9K +1,808 +8%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$1.01M +$213K +5,587 +28%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$1.01M -$12K -316 -1%
KOC
286
Koss-Olinger Consulting
Florida
$995K -$1.14K -30 -0.1%
GWM
287
Gitterman Wealth Management
New Jersey
$955K +$456K +11,972 +100%
Lido Advisors
288
Lido Advisors
California
$955K -$1.68K -44 -0.2%
BFM
289
Boothbay Fund Management
New York
$944K +$679K +17,809 +305%
KFI
290
Key Financial Inc
Pennsylvania
$922K +$1.56K +41 +0.2%
GWCM
291
Godshalk Welsh Capital Management
Pennsylvania
$916K
Truist Financial
292
Truist Financial
North Carolina
$905K -$155K -4,054 -15%
AAP
293
Arax Advisory Partners
Colorado
$886K +$825K +21,656 +3,996%
BBPWM
294
Blue Bell Private Wealth Management
Pennsylvania
$885K +$665K +17,457 +369%
HTC
295
Haverford Trust Company
Pennsylvania
$881K -$76.4K -2,004 -8%
William Blair & Company
296
William Blair & Company
Illinois
$880K -$74.2K -1,946 -8%
CIC
297
Carnegie Investment Counsel
Ohio
$879K
II
298
Inspire Investing
Idaho
$854K +$258K +6,761 +46%
Federated Hermes
299
Federated Hermes
Pennsylvania
$848K +$27.3K +716 +3%
APC
300
Aspire Private Capital
North Carolina
$845K