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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
DWT
401
Dorsey & Whitney Trust
South Dakota
$411K
ECM
402
EagleClaw Capital Management
Massachusetts
$410K
GCP
403
GSA Capital Partners
United Kingdom
$408K
CBA
404
Coastal Bridge Advisors
Connecticut
$407K
CWM
405
CIBC World Markets
New York
$405K
BAMF
406
BI Asset Management Fondsmaeglerselskab
Denmark
$401K
KCM
407
Kathmere Capital Management
Pennsylvania
$399K
Two Sigma Advisers
408
Two Sigma Advisers
New York
$394K
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$388K
UCFA
410
United Capital Financial Advisors
Texas
$379K
PP
411
Prudential plc
United Kingdom
$375K
IFWM
412
Institute for Wealth Management
Colorado
$374K
VWM
413
Verus Wealth Management
Wisconsin
$373K
EWA
414
Exencial Wealth Advisors
Oklahoma
$368K
ABLA
415
Alan B. Lancz & Associates
Ohio
$360K
HWAM
416
Hennion & Walsh Asset Management
New Jersey
$360K
CB
417
Commerce Bank
Missouri
$356K
GEA
418
Glen Eagle Advisors
New Jersey
$350K
MMM
419
Mendel Money Management
Illinois
$349K
OAC
420
OMERS Administration Corp
Ontario, Canada
$346K
DS
421
DRW Securities
Illinois
$345K
VI
422
Vestcor Inc
New Brunswick, Canada
$344K
GLF
423
Groupe la Francaise
France
$340K
BC
424
Bridgefront Capital
Texas
$340K
A
425
Allianz
Germany
$336K