WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

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
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
401
Aquatic Capital Management
Illinois
$349K -$722K -18,257 -67%
MW
402
Marcum Wealth
Ohio
$345K -$18K -455 -5%
SI
403
Seeds Investor
New York
$341K +$24.7K +624 +8%
ASN
404
Advisory Services Network
Georgia
$340K +$340K +8,594 New
QT
405
Quantbot Technologies
New York
$337K +$337K +8,513 New
GVAG
406
Great Valley Advisor Group
Delaware
$335K -$18.7K -474 -5%
PF
407
Phoenix Financial
Israel
$335K -$1.73M -43,496 -84%
EWA
408
EP Wealth Advisors
California
$328K -$36.6K -926 -10%
II
409
Inspire Investing
Idaho
$321K +$32.3K +818 +11%
OBGC
410
O'Brien Greene & Co
Pennsylvania
$321K – – –
LS
411
Livforsakringsbolaget Skandia
Sweden
$320K – – –
HSA
412
HBK Sorce Advisory
Pennsylvania
$320K +$5.77K +146 +2%
FTWA
413
Fifth Third Wealth Advisors
Ohio
$319K +$1.19K +30 +0.4%
BAMF
414
BI Asset Management Fondsmaeglerselskab
Denmark
$318K -$76.9K -1,944 -19%
FBT
415
First Bankers Trust
Kentucky
$318K -$89.8K -2,271 -22%
ECM
416
Evergreen Capital Management
Washington
$317K -$59.3K -1,499 -16%
SWM
417
SeaCrest Wealth Management
New York
$313K +$119 +3 +0%
I
418
InceptionR
California
$312K -$328K -8,285 -51%
CAM
419
Cresset Asset Management
Illinois
$311K +$21.4K +542 +7%
S
420
SignatureFD
Georgia
$301K -$46.9K -1,187 -13%
JF
421
Jump Financial
Illinois
$301K +$301K +7,612 New
AC
422
Apella Capital
Connecticut
$299K +$12.6K +334 +4%
PA
423
Pinnacle Associates
New York
$298K – – –
LA
424
Lindenwold Advisors
Pennsylvania
$296K -$5.1K -129 -2%
BHIA
425
Birch Hill Investment Advisors
Massachusetts
$296K -$14.2K -360 -5%
15 16
17
18 19