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Essential Utilities

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
376
Schonfeld Strategic Advisors
New York
$466K -$1.03M -27,668 -69%
AFG
377
Atomi Financial Group
New York
$465K +$39.6K +1,065 +9%
XT
378
XTX Topco
Cayman Islands
$465K -$1.17M -31,442 -72%
OTL
379
Oak Thistle LLC
New York
$464K -$596K -16,037 -56%
MWM
380
Modera Wealth Management
New Jersey
$458K -$18.6K -501 -4%
IC
381
IEQ Capital
California
$458K +$2.38K +64 +0.5%
QWM
382
Quaker Wealth Management
New Jersey
$455K +$455K +12,259 New
PIM
383
Pullen Investment Management
Florida
$451K -$5.5K -148 -1%
CMS
384
Capital Market Strategies
Florida
$449K -$74.3K -2,000 -14%
AWM
385
AE Wealth Management
Kansas
$448K +$67.5K +1,816 +18%
WA
386
WealthTrust Axiom
Pennsylvania
$447K
GWM
387
Gitterman Wealth Management
New Jersey
$444K +$16.6K +446 +4%
Royal London Asset Management
388
Royal London Asset Management
United Kingdom
$438K
IAA
389
Independent Advisor Alliance
North Carolina
$438K +$36.4K +980 +9%
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$435K +$25.4K +684 +6%
BWP
391
Bernardo Wealth Planning
Pennsylvania
$432K +$11K +296 +3%
FTC
392
Farmers Trust Company
Ohio
$427K
SM
393
Sciencast Management
New Jersey
$422K +$422K +11,349 New
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$416K +$205K +5,521 +97%
GIBU
395
Gulf International Bank (UK)
United Kingdom
$414K -$155K -4,177 -27%
SHFA
396
SS&H Financial Advisors
Michigan
$411K
DWT
397
Dorsey & Whitney Trust
South Dakota
$411K +$73.6K +1,983 +22%
ECM
398
EagleClaw Capital Management
Massachusetts
$410K
GCP
399
GSA Capital Partners
United Kingdom
$408K +$408K +10,981 New
CBA
400
Coastal Bridge Advisors
Connecticut
$407K +$37 +1 +0%