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Essential Utilities
WTRG

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
BlackRock
BlackRock
New York
$1.27B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
4
Millennium Management
Millennium Management
New York
$29.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
Fidelity International
Bermuda
$65.3M
5
ACG
Aventail Capital Group
New York
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
CIBC World Markets
New York
$405K -$36.1K -971 -8%
BAMF
402
BI Asset Management Fondsmaeglerselskab
Denmark
$401K +$103K +2,766 +34%
KCM
403
Kathmere Capital Management
Pennsylvania
$399K -$47.9K -1,291 -11%
Two Sigma Advisers
404
Two Sigma Advisers
New York
$394K +$394K +10,600 New
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$388K +$557 +15 +0.1%
UCFA
406
United Capital Financial Advisors
Texas
$379K +$14.6K +394 +4%
PP
407
Prudential plc
United Kingdom
$375K – – –
IFWM
408
Institute for Wealth Management
Colorado
$374K -$20.4K -550 -5%
VWM
409
Verus Wealth Management
Wisconsin
$373K +$3.12K +84 +0.8%
EWA
410
Exencial Wealth Advisors
Oklahoma
$368K +$368K +9,901 New
ABLA
411
Alan B. Lancz & Associates
Ohio
$360K +$360K +9,684 New
HWAM
412
Hennion & Walsh Asset Management
New Jersey
$360K +$15.5K +416 +4%
CB
413
Commerce Bank
Missouri
$356K +$18.8K +505 +6%
GEA
414
Glen Eagle Advisors
New Jersey
$350K +$37 +1 +0%
MMM
415
Mendel Money Management
Illinois
$349K +$3.71K +100 +1%
OAC
416
OMERS Administration Corp
Ontario, Canada
$346K – – –
DS
417
DRW Securities
Illinois
$345K +$345K +9,229 New
VI
418
Vestcor Inc
New Brunswick, Canada
$344K -$75.8K -2,041 -18%
GLF
419
Groupe la Francaise
France
$340K +$340K +9,167 New
BC
420
Bridgefront Capital
Texas
$340K -$344K -9,256 -50%
A
421
Allianz
Germany
$336K -$78K -2,099 -19%
PA
422
Procyon Advisors
Connecticut
$325K -$14.9K -401 -4%
OC
423
Oppenheimer & Co
New York
$324K -$39.5K -1,064 -11%
CWM
424
Congress Wealth Management
Massachusetts
$322K +$322K +8,671 New
GVAG
425
Great Valley Advisor Group
Delaware
$316K +$1.11K +30 +0.4%
15 16
17
18 19