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Essential Utilities

672 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
ECM
376
EagleClaw Capital Management
Massachusetts
$441K
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$440K
Simplex Trading
378
Simplex Trading
Illinois
$439K
IAA
379
Independent Advisor Alliance
North Carolina
$438K
CBA
380
Coastal Bridge Advisors
Connecticut
$433K
MM
381
MQS Management
New York
$433K
AFG
382
Atomi Financial Group
New York
$431K
DWT
383
Dorsey & Whitney Trust
South Dakota
$428K
UCFA
384
United Capital Financial Advisors
Texas
$427K
GIBU
385
Gulf International Bank (UK)
United Kingdom
$427K
BAMF
386
BI Asset Management Fondsmaeglerselskab
Denmark
$426K
CAU
387
Caxton Associates (UK)
$421K
KCM
388
Kathmere Capital Management
Pennsylvania
$419K
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$417K
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
$416K
DS
391
DRW Securities
Illinois
$415K
WC
392
Wexford Capital
Florida
$409K
VWM
393
Verus Wealth Management
Wisconsin
$404K
ACM
394
Aquatic Capital Management
Illinois
$403K
IFWM
395
Institute for Wealth Management
Colorado
$401K
CBU
396
CIBC Bancorp USA
Illinois
$401K
ALAM
397
Asahi Life Asset Management
Japan
$391K
CB
398
Commerce Bank
Missouri
$386K
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$385K
Capstone Investment Advisors
400
Capstone Investment Advisors
New York
$380K