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Essential Utilities

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
326
Vinva Investment Management
Australia
$666K +$399K +10,811 +150%
FIA
327
Foundations Investment Advisors
Arizona
$662K -$557 -15 -0.1%
BWM
328
Blossom Wealth Management
California
$657K +$2.6K +70 +0.4%
KBC Group
329
KBC Group
Belgium
$652K -$204K -5,505 -24%
FT
330
Fiduciary Trust
Massachusetts
$647K -$236K -6,350 -27%
IA
331
Inspire Advisors
Idaho
$647K +$647K +17,430 New
CA
332
Continuum Advisory
Idaho
$645K +$1.97K +53 +0.3%
Simplex Trading
333
Simplex Trading
Illinois
$642K -$64.4K -1,736 -9%
ST
334
Smithfield Trust
Pennsylvania
$642K
BAM
335
Belpointe Asset Management
Nevada
$631K -$2.71K -73 -0.4%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$618K +$90.3K +2,430 +17%
QCM
337
QRG Capital Management
Illinois
$617K +$74.2K +1,998 +14%
TI
338
Tidal Investments
Wisconsin
$608K +$608K +16,361 New
WANY
339
Wealthspire Advisors (New York)
New York
$608K +$1.37K +37 +0.2%
DTL
340
Dynamic Technology Lab
Singapore
$606K -$220K -5,911 -27%
I
341
InceptionR
California
$599K +$306K +8,231 +104%
ISL
342
Ingalls & Snyder LLC
New York
$598K +$98K +2,640 +20%
LOAMS
343
Lombard Odier Asset Management (Switzerland)
Switzerland
$598K
ECM
344
Everence Capital Management
Indiana
$593K -$285K -7,670 -32%
WC
345
Westerkirk Capital
$591K +$591K +15,900 New
FPF
346
First Pacific Financial
Washington
$583K -$49.6K -1,336 -8%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$583K +$146K +3,940 +34%
PBK
348
Peoples Bank (Kansas)
Kansas
$579K -$2.6K -70 -0.4%
ALMGDA
349
AG2R La Mondiale Gestion d'Actifs
France
$576K
LIM
350
Loudon Investment Management
New Hampshire
$574K