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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
–
Holders Change %
0%
% of All Funds
9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
BlackRock
BlackRock
New York
$1.27B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
4
Millennium Management
Millennium Management
New York
$29.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
Fidelity International
Bermuda
$65.3M
5
ACG
Aventail Capital Group
New York
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
EP Wealth Advisors
California
$315K +$7.02K +189 +2%
IF
427
Intrua Financial
Texas
$308K -$88.1K -2,372 -22%
FRA
428
Frank Rimerman Advisors
California
$306K +$306K +8,244 New
HSA
429
HBK Sorce Advisory
Pennsylvania
$303K +$2.3K +62 +0.8%
OBGC
430
O'Brien Greene & Co
Pennsylvania
$301K – – –
LS
431
Livforsakringsbolaget Skandia
Sweden
$301K – – –
FTWA
432
Fifth Third Wealth Advisors
Ohio
$300K +$557 +15 +0.2%
FBT
433
First Bankers Trust
Kentucky
$298K – – –
AC
434
Apella Capital
Connecticut
$298K +$6.38K +173 +2%
S
435
SignatureFD
Georgia
$292K +$8.8K +237 +3%
PF
436
Phoenix Financial
Israel
$292K -$21.1K -568 -7%
AAG
437
Armstrong Advisory Group
Massachusetts
$291K – – –
SAM
438
Shell Asset Management
Netherlands
$290K +$166K +4,472 +134%
GA
439
GSG Advisors
New Jersey
$290K – – –
PA
440
Pinnacle Associates
New York
$280K – – –
JIC
441
Johnson Investment Counsel
Ohio
$278K +$14.2K +383 +5%
BHIA
442
Birch Hill Investment Advisors
Massachusetts
$278K – – –
LA
443
Lindenwold Advisors
Pennsylvania
$277K -$1.26K -34 -0.5%
CAM
444
Cresset Asset Management
Illinois
$277K -$15.4K -415 -5%
SWM
445
SeaCrest Wealth Management
New York
$274K -$19.6K -529 -7%
RFA
446
RTD Financial Advisors
Pennsylvania
$264K -$5.46K -147 -2%
PWA
447
Providence Wealth Advisors
Illinois
$262K – – –
SI
448
Seeds Investor
New York
$260K -$60.8K -1,637 -19%
GT
449
Glenview Trust
Kentucky
$259K +$58.9K +1,586 +29%
MG
450
Marex Group
$258K +$258K +6,960 New
16 17
18
19 20