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Essential Utilities

676 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, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
401
Hennion & Walsh Asset Management
New Jersey
$385K
Capstone Investment Advisors
402
Capstone Investment Advisors
New York
$380K
AC
403
Allstate Corporation
Illinois
$378K
MMM
404
Mendel Money Management
Illinois
$377K
HIS
405
Horizon Investment Services
Indiana
$373K
OAC
406
OMERS Administration Corp
Ontario, Canada
$372K
GEA
407
Glen Eagle Advisors
New Jersey
$371K
VI
408
Vestcor Inc
New Brunswick, Canada
$369K
HFS
409
Hantz Financial Services
Michigan
$360K
NP
410
NorthRock Partners
Minnesota
$359K
OC
411
Oppenheimer & Co
New York
$356K
FAFN
412
First Affirmative Financial Network
Colorado
$354K
CL
413
Choreo LLC
Illinois
$351K
PA
414
Procyon Advisors
Connecticut
$349K
GT
415
Glenview Trust
Kentucky
$348K
CA
416
Continuum Advisory
Idaho
$348K
Schroder Investment Management Group
417
Schroder Investment Management Group
United Kingdom
$346K
AC
418
Apella Capital
Connecticut
$345K
S
419
SignatureFD
Georgia
$344K
GVAG
420
Great Valley Advisor Group
Delaware
$341K
Janus Henderson Group
421
Janus Henderson Group
United Kingdom
$338K
HSA
422
HBK Sorce Advisory
Pennsylvania
$337K
GI
423
GAMMA Investing
California
$334K
RP
424
Rowlandmiller & Partners
Georgia
$333K
OBGC
425
O'Brien Greene & Co
Pennsylvania
$324K