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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
376
First Citizens Bank & Trust
North Carolina
$473K
CYG
377
Clean Yield Group
Vermont
$473K
Nomura Holdings
378
Nomura Holdings
Japan
$471K
TMAM
379
Tokio Marine Asset Management
Japan
$470K
SSA
380
Schonfeld Strategic Advisors
New York
$466K
AFG
381
Atomi Financial Group
New York
$465K
XT
382
XTX Topco
Cayman Islands
$465K
OTL
383
Oak Thistle LLC
New York
$464K
MWM
384
Modera Wealth Management
New Jersey
$458K
IC
385
IEQ Capital
California
$458K
QWM
386
Quaker Wealth Management
New Jersey
$455K
PIM
387
Pullen Investment Management
Florida
$451K
CMS
388
Capital Market Strategies
Florida
$449K
AWM
389
AE Wealth Management
Kansas
$448K
WA
390
WealthTrust Axiom
Pennsylvania
$447K
GWM
391
Gitterman Wealth Management
New Jersey
$444K
Royal London Asset Management
392
Royal London Asset Management
United Kingdom
$438K
IAA
393
Independent Advisor Alliance
North Carolina
$438K
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$435K
BWP
395
Bernardo Wealth Planning
Pennsylvania
$432K
FTC
396
Farmers Trust Company
Ohio
$427K
SM
397
Sciencast Management
New Jersey
$422K
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$416K
GIBU
399
Gulf International Bank (UK)
United Kingdom
$414K
SHFA
400
SS&H Financial Advisors
Michigan
$411K