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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
MCM
301
Manchester Capital Management
Vermont
$766K
PIM
302
Penobscot Investment Management
Massachusetts
$757K
QCM
303
QRG Capital Management
Illinois
$745K
AT
304
AMF Tjänstepension
Sweden
$742K
RIL
305
Rothschild Investment LLC
Illinois
$738K
QCG
306
Quadrant Capital Group
Ohio
$726K
BJL
307
Brighton Jones LLC
Washington
$725K
MF
308
Magnetar Financial
Illinois
$724K
CGH
309
Crossmark Global Holdings
Texas
$722K
CTC
310
Central Trust Company
Missouri
$713K
FIA
311
Foundations Investment Advisors
Arizona
$712K
BWM
312
Blossom Wealth Management
California
$709K
SCM
313
Sterling Capital Management
North Carolina
$692K
BAM
314
Belpointe Asset Management
Nevada
$689K
ST
315
Smithfield Trust
Pennsylvania
$689K
ET
316
Entropy Technologies
New York
$680K
WANY
317
Wealthspire Advisors (New York)
New York
$671K
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$664K
TI
319
Tidal Investments
Wisconsin
$652K
VIM
320
Vinva Investment Management
Australia
$643K
LOAMS
321
Lombard Odier Asset Management (Switzerland)
Switzerland
$642K
ECM
322
Everence Capital Management
Indiana
$637K
WC
323
Westerkirk Capital
$634K
ISL
324
Ingalls & Snyder LLC
New York
$634K
I
325
InceptionR
California
$633K