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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 %
GA
426
GSG Advisors
New Jersey
$294K -$415 -11 -0.1%
IMCOOI
427
Investment Management Corp of Ontario (IMCO)
Canada
$293K +$7.91K +200 +3%
Janus Henderson Group
428
Janus Henderson Group
United Kingdom
$292K -$1.99M -50,577 -87%
BFM
429
Boothbay Fund Management
New York
$291K +$291K +7,352 New
RFA
430
RTD Financial Advisors
Pennsylvania
$287K +$5.81K +147 +2%
AAG
431
Armstrong Advisory Group
Massachusetts
$285K – – –
VIM
432
Vinva Investment Management
Australia
$284K +$284K +7,225 New
RIM
433
Rakuten Investment Management
Japan
$283K +$283K +7,198 New
JIC
434
Johnson Investment Counsel
Ohio
$281K +$237 +6 +0.1%
GIA
435
Gateway Investment Advisers
Ohio
$273K – – –
NAMP
436
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$270K – – –
PWA
437
Providence Wealth Advisors
Illinois
$270K – – –
ACM
438
Advisors Capital Management
New Jersey
$268K – – –
GT
439
Greenleaf Trust
Michigan
$266K -$14.6K -370 -5%
KIG
440
Kennedy Investment Group
New Jersey
$266K -$593 -15 -0.2%
AIC
441
Archer Investment Corporation
Indiana
$264K +$252K +6,382 +2,134%
CG
442
Caprock Group
Idaho
$263K -$74K -1,872 -22%
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$263K +$263K +6,673 New
AG
444
Ascent Group
Virginia
$261K -$2.21K -56 -0.8%
AIM
445
Anchor Investment Management
South Carolina
$258K +$1.03K +26 +0.4%
Walleye Capital
446
Walleye Capital
New York
$258K +$258K +6,517 New
SPC
447
Sigma Planning Corp
Michigan
$257K +$1.5K +38 +0.6%
TWP
448
Tower Wealth Partners
Pennsylvania
$255K +$1.11K +28 +0.4%
NFG
449
Nations Financial Group
Iowa
$251K +$79 +2 +0%
CTC
450
Cetera Trust Company
Minnesota
$250K – – –
16 17
18
19 20