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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
301
CoreCommodity Management
Connecticut
$891K
Lido Advisors
302
Lido Advisors
California
$890K
RC
303
Resolution Capital
Australia
$886K
KFI
304
Key Financial Inc
Pennsylvania
$881K
EI
305
Ethic Inc
New York
$874K
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$870K
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$864K
GWCM
308
Godshalk Welsh Capital Management
Pennsylvania
$853K
CIC
309
Carnegie Investment Counsel
Ohio
$818K
PCM
310
Prelude Capital Management
New York
$806K
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
$796K
HIW
312
Holos Integrated Wealth
Pennsylvania
$793K
AWM
313
Axxcess Wealth Management
California
$792K
APC
314
Aspire Private Capital
North Carolina
$786K
EC
315
EntryPoint Capital
New York
$785K
Federated Hermes
316
Federated Hermes
Pennsylvania
$763K
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$756K
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$734K
SAM
319
Securian Asset Management
Minnesota
$729K
RIL
320
Rothschild Investment LLC
Illinois
$725K
AI
321
Atria Investments
North Carolina
$719K
MCM
322
Manchester Capital Management
Vermont
$713K
TC
323
TwinBeech Capital
New York
$707K
PIM
324
Penobscot Investment Management
Massachusetts
$705K
Grantham, Mayo, Van Otterloo & Co (GMO)
325
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$703K