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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
RFA
451
RTD Financial Advisors
Pennsylvania
$264K
PWA
452
Providence Wealth Advisors
Illinois
$262K
SI
453
Seeds Investor
New York
$260K
GT
454
Glenview Trust
Kentucky
$259K
MG
455
Marex Group
$258K
CTC
456
Cetera Trust Company
Minnesota
$257K
FFA
457
Farther Finance Advisors
California
$257K
AIM
458
Anchor Investment Management
South Carolina
$254K
ACM
459
Advisors Capital Management
New Jersey
$252K
NAMP
460
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$251K
KIG
461
Kennedy Investment Group
New Jersey
$251K
AIC
462
Archer Investment Corporation
Indiana
$248K
P
463
&Partners
Tennessee
$247K
AG
464
Ascent Group
Virginia
$245K
SO
465
STRS Ohio
Ohio
$245K
PA
466
PharVision Advisers
Florida
$243K
SPC
467
Sigma Planning Corp
Michigan
$242K
EH
468
Equitable Holdings
New York
$241K
IMCOOI
469
Investment Management Corp of Ontario (IMCO)
Canada
$238K
MCM
470
MAI Capital Management
Ohio
$237K
GT
471
Greenleaf Trust
Michigan
$236K
LSIA
472
LaSalle St. Investment Advisors
Illinois
$235K
MWM
473
Modern Wealth Management
Kansas
$234K
PWM
474
PTM Wealth Management
United States
$233K
MFG
475
MidWestOne Financial Group
Iowa
$232K