WTRG icon

Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$686K
SCM
327
Sterling Capital Management
North Carolina
$681K
CGH
328
Crossmark Global Holdings
Texas
$672K
VIM
329
Vinva Investment Management
Australia
$666K
FIA
330
Foundations Investment Advisors
Arizona
$662K
BWM
331
Blossom Wealth Management
California
$657K
KBC Group
332
KBC Group
Belgium
$652K
FT
333
Fiduciary Trust
Massachusetts
$647K
IA
334
Inspire Advisors
Idaho
$647K
CA
335
Continuum Advisory
Idaho
$645K
Simplex Trading
336
Simplex Trading
Illinois
$642K
ST
337
Smithfield Trust
Pennsylvania
$642K
BAM
338
Belpointe Asset Management
Nevada
$631K
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$618K
QCM
340
QRG Capital Management
Illinois
$617K
TI
341
Tidal Investments
Wisconsin
$608K
WANY
342
Wealthspire Advisors (New York)
New York
$608K
DTL
343
Dynamic Technology Lab
Singapore
$606K
I
344
InceptionR
California
$599K
ISL
345
Ingalls & Snyder LLC
New York
$598K
LOAMS
346
Lombard Odier Asset Management (Switzerland)
Switzerland
$598K
ECM
347
Everence Capital Management
Indiana
$593K
WC
348
Westerkirk Capital
$591K
FPF
349
First Pacific Financial
Washington
$583K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$583K