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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
DWT
376
Dorsey & Whitney Trust
South Dakota
$428K
UCFA
377
United Capital Financial Advisors
Texas
$427K
GIBU
378
Gulf International Bank (UK)
United Kingdom
$427K
BAMF
379
BI Asset Management Fondsmaeglerselskab
Denmark
$426K
CAU
380
Caxton Associates (UK)
$421K
KCM
381
Kathmere Capital Management
Pennsylvania
$419K
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$417K
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$416K
DS
384
DRW Securities
Illinois
$415K
WC
385
Wexford Capital
Florida
$409K
VWM
386
Verus Wealth Management
Wisconsin
$404K
ACM
387
Aquatic Capital Management
Illinois
$403K
IFWM
388
Institute for Wealth Management
Colorado
$401K
CBU
389
CIBC Bancorp USA
Illinois
$401K
ALAM
390
Asahi Life Asset Management
Japan
$391K
CB
391
Commerce Bank
Missouri
$386K
HWAM
392
Hennion & Walsh Asset Management
New Jersey
$385K
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$380K
AC
394
Allstate Corporation
Illinois
$378K
MMM
395
Mendel Money Management
Illinois
$377K
HIS
396
Horizon Investment Services
Indiana
$373K
OAC
397
OMERS Administration Corp
Ontario, Canada
$372K
GEA
398
Glen Eagle Advisors
New Jersey
$371K
VI
399
Vestcor Inc
New Brunswick, Canada
$369K
HFS
400
Hantz Financial Services
Michigan
$360K