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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$436K -$40 -1 -0%
CBA
377
Coastal Bridge Advisors
Connecticut
$433K +$433K +10,964 New
IAA
378
Independent Advisor Alliance
North Carolina
$427K +$4.23K +107 +1%
TC
379
TwinBeech Capital
New York
$425K +$425K +10,761 New
IF
380
Intrua Financial
Texas
$421K +$421K +10,654 New
Voloridge Investment Management
381
Voloridge Investment Management
Florida
$421K +$421K +10,652 New
IFWM
382
Institute for Wealth Management
Colorado
$419K -$3.52K -89 -0.8%
FMWA
383
Forvis Mazars Wealth Advisors
Missouri
$413K -$55.1K -1,394 -12%
AWM
384
AE Wealth Management
Kansas
$405K -$251K -6,359 -38%
PP
385
Prudential plc
United Kingdom
$400K -$3.06M -77,530 -88%
VWM
386
Verus Wealth Management
Wisconsin
$394K +$791 +20 +0.2%
PCM
387
Penserra Capital Management
California
$393K +$393K +9,961 New
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$392K +$30.6K +773 +8%
UCFA
389
United Capital Financial Advisors
Texas
$388K +$103K +2,618 +36%
OC
390
Oppenheimer & Co
New York
$386K +$48.1K +1,218 +14%
GEA
391
Glen Eagle Advisors
New Jersey
$373K -$3.95K -100 -1%
FAFN
392
First Affirmative Financial Network
Colorado
$372K -$22.9K -580 -6%
OAC
393
OMERS Administration Corp
Ontario, Canada
$368K -$61.1K -1,546 -14%
MMM
394
Mendel Money Management
Illinois
$367K +$8.3K +210 +2%
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$366K +$366K +9,264 New
VA
396
Vident Advisory
Georgia
$366K +$366K +9,256 New
PA
397
Procyon Advisors
Connecticut
$362K – – –
CB
398
Commerce Bank
Missouri
$359K +$53.9K +1,364 +18%
DWT
399
Dorsey & Whitney Trust
South Dakota
$359K -$11.5K -291 -3%
PCM
400
Prelude Capital Management
New York
$352K -$292K -7,380 -45%
14 15
16
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