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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
MCM
451
MAI Capital Management
Ohio
$252K
Mirae Asset Global Investments
452
Mirae Asset Global Investments
South Korea
$252K
EH
453
Equitable Holdings
New York
$251K
PA
454
Profund Advisors
Maryland
$250K
FC
455
Fulcrum Capital
Washington
$249K
MFG
456
MidWestOne Financial Group
Iowa
$249K
LSIA
457
LaSalle St. Investment Advisors
Illinois
$248K
SPC
458
Sigma Planning Corp
Michigan
$248K
RCYC
459
Richard C. Young & Co
Rhode Island
$246K
JSW
460
Journey Strategic Wealth
New Jersey
$244K
SAM
461
Shell Asset Management
Netherlands
$242K
CAM
462
Cozad Asset Management
Illinois
$239K
MWM
463
Modera Wealth Management
New Jersey
$239K
AWA
464
Aaron Wealth Advisors
Illinois
$237K
CRIG
465
Charter Research & Investment Group
Connecticut
$237K
RBC
466
Romano Brothers & Co
Illinois
$237K
SFS
467
Sowell Financial Services
Arkansas
$236K
NFG
468
Nations Financial Group
Iowa
$236K
TF
469
Tompkins Financial
New York
$235K
TAFW
470
Tred Avon Family Wealth
Maryland
$232K
TPCW
471
TD Private Client Wealth
New York
$228K
WHCI
472
W.H. Cornerstone Investments
Massachusetts
$227K
TWP
473
Tower Wealth Partners
Pennsylvania
$225K
SI
474
Seeds Investor
New York
$225K
CCMG
475
Clark Capital Management Group
Pennsylvania
$224K