WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

668 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, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
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
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$65.3M 1,757,701 -664,484 -27%
Empower Advisory Group
27
Empower Advisory Group
Colorado
$63.5M 1,711,008 +25,803 +2%
Allianz Asset Management
28
Allianz Asset Management
Germany
$61.2M 1,647,146 +18,296 +1%
UBS Group
29
UBS Group
Switzerland
$57.7M 1,553,976 -72,696 -4%
Bank of America
30
Bank of America
North Carolina
$49.6M 1,336,424 +564,799 +73%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$47.2M 1,271,201 +1,195,189 +1,572%
EIP
32
Epoch Investment Partners
New York
$44M 1,185,401 +7,458 +0.6%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$42.8M 1,152,652 +121,011 +12%
Franklin Resources
34
Franklin Resources
California
$42.7M 1,150,803 +99,255 +9%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$37.4M 1,006,252 +685,024 +213%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$37.3M 1,003,032 -110,418 -10%
AAMU
37
AEGON Asset Management (UK)
United Kingdom
$33.4M 900,380 +139,727 +18%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$32.4M 873,326 +22,210 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$31.9M 857,773 +359,104 +72%
ProShare Advisors
40
ProShare Advisors
Maryland
$30.9M 830,786 -103,134 -11%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$29.9M 804,835 -136,974 -15%
Millennium Management
42
Millennium Management
New York
$29.6M 795,816 +752,350 +1,731%
Swiss National Bank
43
Swiss National Bank
Switzerland
$29.4M 792,300 +56,600 +8%
GKIM
44
GW&K Investment Management
Massachusetts
$26.6M 716,387 -14,315 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$26.5M 717,716 +642,277 +851%
Goldman Sachs
46
Goldman Sachs
New York
$26.1M 703,369 -240,428 -25%
EIP
47
Energy Income Partners
Connecticut
$25.4M 683,391 -37,493 -5%
GCM
48
Ghisallo Capital Management
Massachusetts
$23.8M 642,030 +642,030 New
Principal Financial Group
49
Principal Financial Group
Iowa
$23.6M 635,788 -70,514 -10%
Wells Fargo
50
Wells Fargo
California
$22.7M 611,629 +89,105 +17%
1
2
3 4 5