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Essential Utilities

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$5.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$436K
CBA
377
Coastal Bridge Advisors
Connecticut
$433K
IAA
378
Independent Advisor Alliance
North Carolina
$427K
TC
379
TwinBeech Capital
New York
$425K
IF
380
Intrua Financial
Texas
$421K
Voloridge Investment Management
381
Voloridge Investment Management
Florida
$421K
IFWM
382
Institute for Wealth Management
Colorado
$419K
FMWA
383
Forvis Mazars Wealth Advisors
Missouri
$413K
AWM
384
AE Wealth Management
Kansas
$405K
PP
385
Prudential plc
United Kingdom
$400K
VWM
386
Verus Wealth Management
Wisconsin
$394K
PCM
387
Penserra Capital Management
California
$393K
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$392K
UCFA
389
United Capital Financial Advisors
Texas
$388K
OC
390
Oppenheimer & Co
New York
$386K
GEA
391
Glen Eagle Advisors
New Jersey
$373K
FAFN
392
First Affirmative Financial Network
Colorado
$372K
OAC
393
OMERS Administration Corp
Ontario, Canada
$368K
MMM
394
Mendel Money Management
Illinois
$367K
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$366K
VA
396
Vident Advisory
Georgia
$366K
PA
397
Procyon Advisors
Connecticut
$362K
CB
398
Commerce Bank
Missouri
$359K
DWT
399
Dorsey & Whitney Trust
South Dakota
$359K
PCM
400
Prelude Capital Management
New York
$352K