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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
ABLA
351
Alan B. Lancz & Associates
Ohio
$510K
CYG
352
Clean Yield Group
Vermont
$508K
TMAM
353
Tokio Marine Asset Management
Japan
$505K
DO
354
denkapparat Operations
Germany
$500K
KeyBank National Association
355
KeyBank National Association
Ohio
$487K
LCM
356
Landscape Capital Management
New Jersey
$481K
PIM
357
Pullen Investment Management
Florida
$478K
AWM
358
AE Wealth Management
Kansas
$473K
Royal London Asset Management
359
Royal London Asset Management
United Kingdom
$470K
QWM
360
Quaker Wealth Management
New Jersey
$470K
FTWA
361
Fifth Third Wealth Advisors
Ohio
$464K
FTC
362
Farmers Trust Company
Ohio
$459K
WA
363
WealthTrust Axiom
Pennsylvania
$456K
FFA
364
Farther Finance Advisors
California
$454K
EM
365
ELCO Management
New York
$451K
GCM
366
Graham Capital Management
Connecticut
$449K
BWP
367
Bernardo Wealth Planning
Pennsylvania
$442K
SHFA
368
SS&H Financial Advisors
Michigan
$442K
ECM
369
EagleClaw Capital Management
Massachusetts
$441K
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$440K
Simplex Trading
371
Simplex Trading
Illinois
$439K
IAA
372
Independent Advisor Alliance
North Carolina
$438K
CBA
373
Coastal Bridge Advisors
Connecticut
$433K
MM
374
MQS Management
New York
$433K
AFG
375
Atomi Financial Group
New York
$431K