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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
CAM
426
Cresset Asset Management
Illinois
$296K
MFG
427
Merit Financial Group
Georgia
$295K
TRCT
428
Tower Research Capital (TRC)
New York
$292K
WWM
429
Whalen Wealth Management
Nevada
$290K
IWC
430
Integrated Wealth Concepts
Massachusetts
$288K
FRA
431
Frank Rimerman Advisors
California
$284K
JIC
432
Johnson Investment Counsel
Ohio
$284K
RFA
433
RTD Financial Advisors
Pennsylvania
$283K
SWM
434
SeaCrest Wealth Management
New York
$280K
IF
435
Intrua Financial
Texas
$278K
PWA
436
Providence Wealth Advisors
Illinois
$277K
CTC
437
Cetera Trust Company
Minnesota
$276K
MML Investors Services
438
MML Investors Services
Massachusetts
$275K
ACM
439
Advisors Capital Management
New Jersey
$272K
MOS
440
MGO One Seven
Ohio
$271K
KIG
441
Kennedy Investment Group
New Jersey
$270K
NAMP
442
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K
SO
443
STRS Ohio
Ohio
$268K
AG
444
Ascent Group
Virginia
$263K
PF
445
Phoenix Financial
Israel
$258K
PWM
446
PTM Wealth Management
United States
$256K
SC
447
Syon Capital
California
$255K
NAAA
448
New Age Alpha Advisors
New York
$253K
GT
449
Greenleaf Trust
Michigan
$253K
AIM
450
Anchor Investment Management
South Carolina
$253K