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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 %
IMRF
351
Illinois Municipal Retirement Fund
Illinois
$507K – – –
CYG
352
Clean Yield Group
Vermont
$503K -$21.4K -541 -4%
TMAM
353
Tokio Marine Asset Management
Japan
$500K – – –
PIM
354
Pullen Investment Management
Florida
$486K +$84.5K +2,138 +21%
IC
355
IEQ Capital
California
$485K +$7.43K +188 +2%
WA
356
WealthTrust Axiom
Pennsylvania
$476K +$476K +12,048 New
KCM
357
Kathmere Capital Management
Pennsylvania
$476K -$10.7K -271 -2%
Nomura Holdings
358
Nomura Holdings
Japan
$475K -$1.32M -33,266 -73%
CWM
359
CIBC World Markets
New York
$469K +$4.19K +106 +0.9%
Royal London Asset Management
360
Royal London Asset Management
United Kingdom
$466K +$466K +11,785 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$464K -$77.6K -1,965 -14%
CP
362
CenterBook Partners
Connecticut
$458K -$294K -7,449 -39%
GWM
363
Gitterman Wealth Management
New Jersey
$455K +$50.3K +1,272 +12%
FTC
364
Farmers Trust Company
Ohio
$454K -$6.29K -159 -1%
AFG
365
Atomi Financial Group
New York
$453K +$98.6K +2,493 +28%
OQS
366
Occudo Quantitative Strategies
Florida
$453K +$453K +11,524 New
BWP
367
Bernardo Wealth Planning
Pennsylvania
$448K +$34.8K +879 +8%
MAS
368
Meeder Advisory Services
Ohio
$448K +$31.7K +802 +8%
VI
369
Vestcor Inc
New Brunswick, Canada
$447K -$406K -10,271 -48%
HWM
370
HB Wealth Management
Georgia
$447K +$15.2K +384 +4%
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$444K -$1.01M -25,595 -69%
A
372
Allianz
Germany
$440K +$440K +11,136 New
MIF
373
Mediolanum International Funds
Ireland
$439K -$112K -2,838 -20%
SHFA
374
SS&H Financial Advisors
Michigan
$438K – – –
ECM
375
EagleClaw Capital Management
Massachusetts
$437K – – –
13 14
15
16 17