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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
Mirae Asset Global ETFs Holdings
326
Mirae Asset Global ETFs Holdings
Hong Kong
$629K
FPF
327
First Pacific Financial
Washington
$624K
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$621K
STA
329
Summit Trail Advisors
New York
$620K
LIM
330
Loudon Investment Management
New Hampshire
$617K
P
331
&Partners
Tennessee
$615K
CCC
332
Chesapeake Capital Corp
Florida
$607K
EHC
333
Everett Harris & Co
California
$599K
DADC
334
D.A. Davidson & Co
Montana
$589K
CI
335
CX Institutional
Indiana
$577K
ALMGDA
336
AG2R La Mondiale Gestion d'Actifs
France
$576K
RFA
337
Resurgent Financial Advisors
Georgia
$575K
WTC
338
WhitTier Trust Company
Nevada
$566K
HWM
339
HB Wealth Management
Georgia
$563K
US Bancorp
340
US Bancorp
Minnesota
$562K
PBK
341
Peoples Bank (Kansas)
Kansas
$559K
MAS
342
Meeder Advisory Services
Ohio
$549K
MGP
343
Metis Global Partners
California
$543K
SC
344
Savant Capital
Illinois
$541K
RDWM
345
Red Door Wealth Management
Tennessee
$540K
Nomura Holdings
346
Nomura Holdings
Japan
$531K
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$528K
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$523K
FCBT
349
First Citizens Bank & Trust
North Carolina
$520K
MSS
350
Mitchell Sinkler & Starr
Pennsylvania
$512K