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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
PBK
351
Peoples Bank (Kansas)
Kansas
$579K
ALMGDA
352
AG2R La Mondiale Gestion d'Actifs
France
$576K
LIM
353
Loudon Investment Management
New Hampshire
$574K
US Bancorp
354
US Bancorp
Minnesota
$564K
KeyBank National Association
355
KeyBank National Association
Ohio
$562K
EHC
356
Everett Harris & Co
California
$557K
SC
357
Savant Capital
Illinois
$552K
DADC
358
D.A. Davidson & Co
Montana
$548K
II
359
Inspire Investing
Idaho
$544K
RFA
360
Resurgent Financial Advisors
Georgia
$535K
WTC
361
WhitTier Trust Company
Nevada
$535K
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$532K
CL
363
Choreo LLC
Illinois
$526K
1C
364
111 Capital
France
$519K
RP
365
Rowlandmiller & Partners
Georgia
$506K
RDWM
366
Red Door Wealth Management
Tennessee
$502K
BJL
367
Brighton Jones LLC
Washington
$501K
Mirae Asset Global ETFs Holdings
368
Mirae Asset Global ETFs Holdings
Hong Kong
$494K
MSS
369
Mitchell Sinkler & Starr
Pennsylvania
$489K
MIF
370
Mediolanum International Funds
Ireland
$484K
MGP
371
M&G plc
United Kingdom
$482K
MAS
372
Meeder Advisory Services
Ohio
$481K
MGP
373
Metis Global Partners
California
$480K
EM
374
ELCO Management
New York
$479K
FCBT
375
First Citizens Bank & Trust
North Carolina
$473K