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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$583K
PBK
352
Peoples Bank (Kansas)
Kansas
$579K
ALMGDA
353
AG2R La Mondiale Gestion d'Actifs
France
$576K
LIM
354
Loudon Investment Management
New Hampshire
$574K
US Bancorp
355
US Bancorp
Minnesota
$564K
KeyBank National Association
356
KeyBank National Association
Ohio
$562K
EHC
357
Everett Harris & Co
California
$557K
SC
358
Savant Capital
Illinois
$552K
DADC
359
D.A. Davidson & Co
Montana
$548K
II
360
Inspire Investing
Idaho
$544K
RFA
361
Resurgent Financial Advisors
Georgia
$535K
WTC
362
WhitTier Trust Company
Nevada
$535K
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$532K
CL
364
Choreo LLC
Illinois
$526K
1C
365
111 Capital
France
$519K
RP
366
Rowlandmiller & Partners
Georgia
$506K
RDWM
367
Red Door Wealth Management
Tennessee
$502K
BJL
368
Brighton Jones LLC
Washington
$501K
Mirae Asset Global ETFs Holdings
369
Mirae Asset Global ETFs Holdings
Hong Kong
$494K
MSS
370
Mitchell Sinkler & Starr
Pennsylvania
$489K
MIF
371
Mediolanum International Funds
Ireland
$484K
MGP
372
M&G plc
United Kingdom
$482K
MAS
373
Meeder Advisory Services
Ohio
$481K
MGP
374
Metis Global Partners
California
$480K
EM
375
ELCO Management
New York
$479K