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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
SO
451
STRS Ohio
Ohio
$268K
AG
452
Ascent Group
Virginia
$263K
PF
453
Phoenix Financial
Israel
$258K
PWM
454
PTM Wealth Management
United States
$256K
SC
455
Syon Capital
California
$255K
NAAA
456
New Age Alpha Advisors
New York
$253K
GT
457
Greenleaf Trust
Michigan
$253K
AIM
458
Anchor Investment Management
South Carolina
$253K
MCM
459
MAI Capital Management
Ohio
$252K
Mirae Asset Global Investments
460
Mirae Asset Global Investments
South Korea
$252K
EH
461
Equitable Holdings
New York
$251K
PA
462
Profund Advisors
Maryland
$250K
MFG
463
MidWestOne Financial Group
Iowa
$249K
FC
464
Fulcrum Capital
Washington
$249K
LSIA
465
LaSalle St. Investment Advisors
Illinois
$248K
SPC
466
Sigma Planning Corp
Michigan
$248K
RCYC
467
Richard C. Young & Co
Rhode Island
$246K
JSW
468
Journey Strategic Wealth
New Jersey
$244K
SAM
469
Shell Asset Management
Netherlands
$242K
CAM
470
Cozad Asset Management
Illinois
$239K
MWM
471
Modera Wealth Management
New Jersey
$239K
AWA
472
Aaron Wealth Advisors
Illinois
$237K
CRIG
473
Charter Research & Investment Group
Connecticut
$237K
RBC
474
Romano Brothers & Co
Illinois
$237K
SFS
475
Sowell Financial Services
Arkansas
$236K