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Essential Utilities

676 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, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.63%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$841K
SAM
302
Securian Asset Management
Minnesota
$838K
HIW
303
Holos Integrated Wealth
Pennsylvania
$833K
ACB
304
Aristotle Capital Boston
Massachusetts
$824K
FT
305
Fiduciary Trust
Massachusetts
$804K
SF
306
Summit Financial
New Jersey
$797K
MCM
307
Manchester Capital Management
Vermont
$766K
PIM
308
Penobscot Investment Management
Massachusetts
$757K
QCM
309
QRG Capital Management
Illinois
$745K
AT
310
AMF Tjänstepension
Sweden
$742K
RIL
311
Rothschild Investment LLC
Illinois
$738K
QCG
312
Quadrant Capital Group
Ohio
$726K
BJL
313
Brighton Jones LLC
Washington
$725K
MF
314
Magnetar Financial
Illinois
$724K
CGH
315
Crossmark Global Holdings
Texas
$722K
CTC
316
Central Trust Company
Missouri
$713K
FIA
317
Foundations Investment Advisors
Arizona
$712K
BWM
318
Blossom Wealth Management
California
$709K
KBC Group
319
KBC Group
Belgium
$700K
LA
320
Lindenwold Advisors
Pennsylvania
$694K
SCM
321
Sterling Capital Management
North Carolina
$692K
BAM
322
Belpointe Asset Management
Nevada
$689K
ST
323
Smithfield Trust
Pennsylvania
$689K
ET
324
Entropy Technologies
New York
$680K
WANY
325
Wealthspire Advisors (New York)
New York
$671K