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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
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
OC
426
Oppenheimer & Co
New York
$324K
CWM
427
Congress Wealth Management
Massachusetts
$322K
GVAG
428
Great Valley Advisor Group
Delaware
$316K
EWA
429
EP Wealth Advisors
California
$315K
IF
430
Intrua Financial
Texas
$308K
FRA
431
Frank Rimerman Advisors
California
$306K
HSA
432
HBK Sorce Advisory
Pennsylvania
$303K
OBGC
433
O'Brien Greene & Co
Pennsylvania
$301K
LS
434
Livforsakringsbolaget Skandia
Sweden
$301K
FTWA
435
Fifth Third Wealth Advisors
Ohio
$300K
FBT
436
First Bankers Trust
Kentucky
$298K
AC
437
Apella Capital
Connecticut
$298K
S
438
SignatureFD
Georgia
$292K
PF
439
Phoenix Financial
Israel
$292K
AAG
440
Armstrong Advisory Group
Massachusetts
$291K
SAM
441
Shell Asset Management
Netherlands
$290K
GA
442
GSG Advisors
New Jersey
$290K
PA
443
Pinnacle Associates
New York
$280K
JIC
444
Johnson Investment Counsel
Ohio
$278K
BHIA
445
Birch Hill Investment Advisors
Massachusetts
$278K
LA
446
Lindenwold Advisors
Pennsylvania
$277K
CAM
447
Cresset Asset Management
Illinois
$277K
SWM
448
SeaCrest Wealth Management
New York
$274K
RFA
449
RTD Financial Advisors
Pennsylvania
$264K
PWA
450
Providence Wealth Advisors
Illinois
$262K