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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
301
Qsemble Capital Management
New York
$750K +$750K +18,974 New
Grantham, Mayo, Van Otterloo & Co (GMO)
302
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$738K +$738K +18,663 New
BC
303
Bridgefront Capital
Texas
$728K +$728K +18,406 New
BJL
304
Brighton Jones LLC
Washington
$717K +$22.4K +566 +3%
FIA
305
Foundations Investment Advisors
Arizona
$705K +$345K +8,739 +96%
CGH
306
Crossmark Global Holdings
Texas
$702K -$3.28K -83 -0.5%
BWM
307
Blossom Wealth Management
California
$696K +$69.8K +1,765 +11%
QCG
308
Quadrant Capital Group
Ohio
$691K +$415K +10,506 +151%
CA
309
Continuum Advisory
Idaho
$685K -$344K -8,712 -33%
ST
310
Smithfield Trust
Pennsylvania
$683K – – –
BAM
311
Belpointe Asset Management
Nevada
$674K -$33.1K -838 -5%
OAM
312
Ostrum Asset Management
France
$674K -$3.34M -84,572 -83%
FPF
313
First Pacific Financial
Washington
$674K +$6.29K +159 +0.9%
AV
314
ASR Vermogensbeheer
Netherlands
$661K +$661K +16,713 New
AAM
315
Advisors Asset Management
Colorado
$648K -$110K -2,792 -15%
WANY
316
Wealthspire Advisors (New York)
New York
$645K +$12.9K +327 +2%
USAA
317
United Services Automobile Association
Texas
$645K – – –
AC
318
Allstate Corporation
Illinois
$637K +$310K +7,845 +95%
LOAMS
319
Lombard Odier Asset Management (Switzerland)
Switzerland
$636K – – –
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$632K +$391K +9,883 +162%
PBK
321
Peoples Bank (Kansas)
Kansas
$619K -$31.2K -790 -5%
IIM
322
INTECH Investment Management
Florida
$615K +$312K +7,891 +103%
LIM
323
Loudon Investment Management
New Hampshire
$611K – – –
GIBU
324
Gulf International Bank (UK)
United Kingdom
$606K -$169K -4,265 -22%
ALMGDA
325
AG2R La Mondiale Gestion d'Actifs
France
$598K +$598K +15,521 New
11 12
13
14 15