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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$1.04M
BC
277
Blackhill Capital
New Jersey
$1.04M
CB
278
Community Bank
New York
$1.04M
SIAP
279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M
EI
280
Ethic Inc
New York
$1.02M
Bank of Nova Scotia
281
Bank of Nova Scotia
Ontario, Canada
$1.01M
Focus Partners Wealth
282
Focus Partners Wealth
Massachusetts
$1.01M
KOC
283
Koss-Olinger Consulting
Florida
$995K
GWM
284
Gitterman Wealth Management
New Jersey
$955K
Lido Advisors
285
Lido Advisors
California
$955K
BFM
286
Boothbay Fund Management
New York
$944K
KFI
287
Key Financial Inc
Pennsylvania
$922K
GWCM
288
Godshalk Welsh Capital Management
Pennsylvania
$916K
Truist Financial
289
Truist Financial
North Carolina
$905K
AAP
290
Arax Advisory Partners
Colorado
$886K
BBPWM
291
Blue Bell Private Wealth Management
Pennsylvania
$885K
HTC
292
Haverford Trust Company
Pennsylvania
$881K
William Blair & Company
293
William Blair & Company
Illinois
$880K
CIC
294
Carnegie Investment Counsel
Ohio
$879K
II
295
Inspire Investing
Idaho
$854K
Federated Hermes
296
Federated Hermes
Pennsylvania
$848K
APC
297
Aspire Private Capital
North Carolina
$845K
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$843K
AWM
299
Axxcess Wealth Management
California
$841K
SAM
300
Securian Asset Management
Minnesota
$838K