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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 %
CTC
451
Cetera Trust Company
Minnesota
$257K +$22.1K +595 +9%
FFA
452
Farther Finance Advisors
California
$257K +$136K +3,660 +113%
AIM
453
Anchor Investment Management
South Carolina
$254K +$12.1K +327 +5%
ACM
454
Advisors Capital Management
New Jersey
$252K – – –
NAMP
455
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$251K -$3.16K -85 -1%
KIG
456
Kennedy Investment Group
New Jersey
$251K +$780 +21 +0.3%
AIC
457
Archer Investment Corporation
Indiana
$248K +$111 +3 +0%
P
458
&Partners
Tennessee
$247K +$247K +6,630 New
AG
459
Ascent Group
Virginia
$245K – – –
SO
460
STRS Ohio
Ohio
$245K +$245K +6,588 New
PA
461
PharVision Advisers
Florida
$243K +$243K +6,535 New
SPC
462
Sigma Planning Corp
Michigan
$242K -$74 -2 -0%
EH
463
Equitable Holdings
New York
$241K +$50.9K +1,371 +27%
IMCOOI
464
Investment Management Corp of Ontario (IMCO)
Canada
$238K -$37.1K -1,000 -13%
MCM
465
MAI Capital Management
Ohio
$237K +$44.3K +1,193 +23%
GT
466
Greenleaf Trust
Michigan
$236K -$14.4K -387 -6%
LSIA
467
LaSalle St. Investment Advisors
Illinois
$235K +$1.74K +47 +0.7%
MWM
468
Modern Wealth Management
Kansas
$234K +$234K +6,291 New
PWM
469
PTM Wealth Management
United States
$233K +$1.99K +54 +0.9%
MFG
470
MidWestOne Financial Group
Iowa
$232K – – –
FC
471
Fulcrum Capital
Washington
$232K – – –
STA
472
Summit Trail Advisors
New York
$231K +$231K +6,222 New
SLG
473
Stanley-Laman Group
Pennsylvania
$228K +$37.7K +1,016 +20%
SFS
474
Sowell Financial Services
Arkansas
$227K +$31.9K +860 +16%
NP
475
NorthRock Partners
Minnesota
$227K +$21.2K +571 +10%
17 18
19
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