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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 reducing their positions, and 79 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
NP
401
NorthRock Partners
Minnesota
$359K
OC
402
Oppenheimer & Co
New York
$356K
FAFN
403
First Affirmative Financial Network
Colorado
$354K
CL
404
Choreo LLC
Illinois
$351K
PA
405
Procyon Advisors
Connecticut
$349K
GT
406
Glenview Trust
Kentucky
$348K
CA
407
Continuum Advisory
Idaho
$348K
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$346K
AC
409
Apella Capital
Connecticut
$345K
S
410
SignatureFD
Georgia
$344K
GVAG
411
Great Valley Advisor Group
Delaware
$341K
Janus Henderson Group
412
Janus Henderson Group
United Kingdom
$338K
HSA
413
HBK Sorce Advisory
Pennsylvania
$337K
GI
414
GAMMA Investing
California
$334K
RP
415
Rowlandmiller & Partners
Georgia
$333K
OBGC
416
O'Brien Greene & Co
Pennsylvania
$324K
FBT
417
First Bankers Trust
Kentucky
$321K
AAG
418
Armstrong Advisory Group
Massachusetts
$316K
PCA
419
Pallas Capital Advisors
Massachusetts
$313K
MWM
420
Modern Wealth Management
Kansas
$310K
ECM
421
Evergreen Capital Management
Washington
$303K
GA
422
GSG Advisors
New Jersey
$303K
PA
423
Pinnacle Associates
New York
$301K
BHIA
424
Birch Hill Investment Advisors
Massachusetts
$299K
AssetMark Inc
425
AssetMark Inc
California
$298K