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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
RDWM
351
Red Door Wealth Management
Tennessee
$540K
Nomura Holdings
352
Nomura Holdings
Japan
$531K
IMCOOI
353
Investment Management Corp of Ontario (IMCO)
Canada
$528K
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$523K
FCBT
355
First Citizens Bank & Trust
North Carolina
$520K
MSS
356
Mitchell Sinkler & Starr
Pennsylvania
$512K
ABLA
357
Alan B. Lancz & Associates
Ohio
$510K
CYG
358
Clean Yield Group
Vermont
$508K
TMAM
359
Tokio Marine Asset Management
Japan
$505K
DO
360
denkapparat Operations
Germany
$500K
KeyBank National Association
361
KeyBank National Association
Ohio
$487K
LCM
362
Landscape Capital Management
New Jersey
$481K
PIM
363
Pullen Investment Management
Florida
$478K
AWM
364
AE Wealth Management
Kansas
$473K
Royal London Asset Management
365
Royal London Asset Management
United Kingdom
$470K
QWM
366
Quaker Wealth Management
New Jersey
$470K
FTWA
367
Fifth Third Wealth Advisors
Ohio
$464K
FTC
368
Farmers Trust Company
Ohio
$459K
WA
369
WealthTrust Axiom
Pennsylvania
$456K
FFA
370
Farther Finance Advisors
California
$454K
EM
371
ELCO Management
New York
$451K
SI
372
Severin Investments
Missouri
$449K
GCM
373
Graham Capital Management
Connecticut
$449K
BWP
374
Bernardo Wealth Planning
Pennsylvania
$442K
SHFA
375
SS&H Financial Advisors
Michigan
$442K