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Essential Utilities

676 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$1.04M
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$1.04M
BC
278
Blackhill Capital
New Jersey
$1.04M
CB
279
Community Bank
New York
$1.04M
SIAP
280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
EI
281
Ethic Inc
New York
$1.02M
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$1.01M
Focus Partners Wealth
283
Focus Partners Wealth
Massachusetts
$1.01M
KOC
284
Koss-Olinger Consulting
Florida
$995K
GWM
285
Gitterman Wealth Management
New Jersey
$955K
Lido Advisors
286
Lido Advisors
California
$955K
BFM
287
Boothbay Fund Management
New York
$944K
KFI
288
Key Financial Inc
Pennsylvania
$922K
GWCM
289
Godshalk Welsh Capital Management
Pennsylvania
$916K
Truist Financial
290
Truist Financial
North Carolina
$905K
AAP
291
Arax Advisory Partners
Colorado
$886K
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$885K
HTC
293
Haverford Trust Company
Pennsylvania
$881K
William Blair & Company
294
William Blair & Company
Illinois
$880K
CIC
295
Carnegie Investment Counsel
Ohio
$879K
II
296
Inspire Investing
Idaho
$854K
Federated Hermes
297
Federated Hermes
Pennsylvania
$848K
APC
298
Aspire Private Capital
North Carolina
$845K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$843K
AWM
300
Axxcess Wealth Management
California
$841K