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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
HIW
301
Holos Integrated Wealth
Pennsylvania
$833K
ACB
302
Aristotle Capital Boston
Massachusetts
$824K
FT
303
Fiduciary Trust
Massachusetts
$804K
SF
304
Summit Financial
New Jersey
$797K
MCM
305
Manchester Capital Management
Vermont
$766K
PIM
306
Penobscot Investment Management
Massachusetts
$757K
QCM
307
QRG Capital Management
Illinois
$745K
AT
308
AMF Tjänstepension
Sweden
$742K
RIL
309
Rothschild Investment LLC
Illinois
$738K
QCG
310
Quadrant Capital Group
Ohio
$726K
BJL
311
Brighton Jones LLC
Washington
$725K
MF
312
Magnetar Financial
Illinois
$724K
CGH
313
Crossmark Global Holdings
Texas
$722K
CTC
314
Central Trust Company
Missouri
$713K
FIA
315
Foundations Investment Advisors
Arizona
$712K
BWM
316
Blossom Wealth Management
California
$709K
LA
317
Lindenwold Advisors
Pennsylvania
$694K
SCM
318
Sterling Capital Management
North Carolina
$692K
BAM
319
Belpointe Asset Management
Nevada
$689K
ST
320
Smithfield Trust
Pennsylvania
$689K
ET
321
Entropy Technologies
New York
$680K
WANY
322
Wealthspire Advisors (New York)
New York
$671K
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$664K
TI
324
Tidal Investments
Wisconsin
$652K
SA
325
Sanctuary Advisors
Indiana
$643K