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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
326
D.A. Davidson & Co
Montana
$594K +$46.6K +1,179 +9%
WTC
327
WhitTier Trust Company
Nevada
$594K +$24.5K +619 +4%
EHC
328
Everett Harris & Co
California
$593K +$79.1K +2,000 +15%
IFU
329
iSAM Funds (UK)
United Kingdom
$583K +$583K +14,737 New
KeyBank National Association
330
KeyBank National Association
Ohio
$582K +$158 +4 +0%
EM
331
ELCO Management
New York
$580K +$123K +3,118 +27%
QCM
332
QRG Capital Management
Illinois
$578K +$83.7K +2,117 +17%
RFA
333
Resurgent Financial Advisors
Georgia
$570K – – –
EGM
334
Engineers Gate Manager
New York
$565K -$520K -13,157 -48%
US Bancorp
335
US Bancorp
Minnesota
$563K -$30K -760 -5%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$562K +$5.93K +150 +1%
TRCT
337
Tower Research Capital (TRC)
New York
$558K -$23K -582 -4%
CMS
338
Capital Market Strategies
Florida
$557K – – –
PHK
339
Point72 Hong Kong
Hong Kong
$557K +$557K +14,080 New
CL
340
Choreo LLC
Illinois
$554K -$44.6K -1,128 -7%
SCM
341
Sterling Capital Management
North Carolina
$553K -$36.6K -925 -6%
MSS
342
Mitchell Sinkler & Starr
Pennsylvania
$549K -$19K -480 -3%
RP
343
Rowlandmiller & Partners
Georgia
$538K -$10.1K -255 -2%
RDWM
344
Red Door Wealth Management
Tennessee
$535K – – –
AF
345
AGP Franklin
Tennessee
$535K +$50.9K +1,275 +11%
ISL
346
Ingalls & Snyder LLC
New York
$532K +$39.5K +1,000 +8%
TCM
347
Tradewinds Capital Management
Washington
$530K – – –
MGP
348
M&G plc
United Kingdom
$521K – – –
Mirae Asset Global ETFs Holdings
349
Mirae Asset Global ETFs Holdings
Hong Kong
$508K +$36.7K +928 +8%
MWM
350
Modera Wealth Management
New Jersey
$508K -$11K -279 -2%
12 13
14
15 16