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Essential Utilities

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
301
Key Financial Inc
Pennsylvania
$881K +$1.56K +42 +0.2%
EI
302
Ethic Inc
New York
$874K -$1.4M -37,894 -62%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$870K +$870K +23,421 New
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$864K -$28K -754 -3%
GWCM
305
Godshalk Welsh Capital Management
Pennsylvania
$853K -$82.6K -2,225 -9%
CIC
306
Carnegie Investment Counsel
Ohio
$818K +$1.34K +36 +0.2%
PCM
307
Prelude Capital Management
New York
$806K +$475K +12,780 +143%
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$796K -$1.27M -34,200 -61%
HIW
309
Holos Integrated Wealth
Pennsylvania
$793K
AWM
310
Axxcess Wealth Management
California
$792K -$10.9K -294 -1%
APC
311
Aspire Private Capital
North Carolina
$786K
EC
312
EntryPoint Capital
New York
$785K +$785K +21,126 New
Federated Hermes
313
Federated Hermes
Pennsylvania
$763K -$223 -6 -0%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$756K -$7.28K -196 -1%
Bank of Nova Scotia
315
Bank of Nova Scotia
Ontario, Canada
$734K +$366K +9,862 +99%
SAM
316
Securian Asset Management
Minnesota
$729K +$20.1K +542 +3%
RIL
317
Rothschild Investment LLC
Illinois
$725K +$7.61K +205 +1%
AI
318
Atria Investments
North Carolina
$719K +$719K +19,350 New
MCM
319
Manchester Capital Management
Vermont
$713K -$31.6K -851 -4%
TC
320
TwinBeech Capital
New York
$707K +$307K +8,274 +77%
PIM
321
Penobscot Investment Management
Massachusetts
$705K
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$703K +$9.92K +267 +1%
QCG
323
Quadrant Capital Group
Ohio
$686K +$37.4K +1,008 +6%
SCM
324
Sterling Capital Management
North Carolina
$681K +$161K +4,348 +31%
CGH
325
Crossmark Global Holdings
Texas
$672K +$12K +323 +2%