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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
PCA
426
Pallas Capital Advisors
Massachusetts
$313K
MWM
427
Modern Wealth Management
Kansas
$310K
AG
428
AIA Group
Hong Kong
$305K
ECM
429
Evergreen Capital Management
Washington
$303K
GA
430
GSG Advisors
New Jersey
$303K
PA
431
Pinnacle Associates
New York
$301K
BHIA
432
Birch Hill Investment Advisors
Massachusetts
$299K
AssetMark Inc
433
AssetMark Inc
California
$298K
CAM
434
Cresset Asset Management
Illinois
$296K
MFG
435
Merit Financial Group
Georgia
$295K
TRCT
436
Tower Research Capital (TRC)
New York
$292K
WWM
437
Whalen Wealth Management
Nevada
$290K
IWC
438
Integrated Wealth Concepts
Massachusetts
$288K
FRA
439
Frank Rimerman Advisors
California
$284K
JIC
440
Johnson Investment Counsel
Ohio
$284K
RFA
441
RTD Financial Advisors
Pennsylvania
$283K
SWM
442
SeaCrest Wealth Management
New York
$280K
IF
443
Intrua Financial
Texas
$278K
PWA
444
Providence Wealth Advisors
Illinois
$277K
CTC
445
Cetera Trust Company
Minnesota
$276K
MML Investors Services
446
MML Investors Services
Massachusetts
$275K
ACM
447
Advisors Capital Management
New Jersey
$272K
MOS
448
MGO One Seven
Ohio
$271K
KIG
449
Kennedy Investment Group
New Jersey
$270K
NAMP
450
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K