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Essential Utilities

676 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, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.63%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$664K
TI
327
Tidal Investments
Wisconsin
$652K
VIM
328
Vinva Investment Management
Australia
$643K
LOAMS
329
Lombard Odier Asset Management (Switzerland)
Switzerland
$642K
ECM
330
Everence Capital Management
Indiana
$637K
WC
331
Westerkirk Capital
$634K
ISL
332
Ingalls & Snyder LLC
New York
$634K
I
333
InceptionR
California
$633K
Mirae Asset Global ETFs Holdings
334
Mirae Asset Global ETFs Holdings
Hong Kong
$629K
SA
335
Sanctuary Advisors
Indiana
$625K
FPF
336
First Pacific Financial
Washington
$624K
BMSSC
337
B. Metzler seel. Sohn & Co
Germany
$621K
STA
338
Summit Trail Advisors
New York
$620K
LIM
339
Loudon Investment Management
New Hampshire
$617K
P
340
&Partners
Tennessee
$615K
CCC
341
Chesapeake Capital Corp
Florida
$607K
EHC
342
Everett Harris & Co
California
$599K
DADC
343
D.A. Davidson & Co
Montana
$589K
CI
344
CX Institutional
Indiana
$577K
ALMGDA
345
AG2R La Mondiale Gestion d'Actifs
France
$576K
RFA
346
Resurgent Financial Advisors
Georgia
$575K
WTC
347
WhitTier Trust Company
Nevada
$566K
HWM
348
HB Wealth Management
Georgia
$563K
US Bancorp
349
US Bancorp
Minnesota
$562K
PBK
350
Peoples Bank (Kansas)
Kansas
$559K