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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
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$71.5M
Empower Advisory Group
27
Empower Advisory Group
Colorado
$69.5M
Fidelity International
28
Fidelity International
Bermuda
$69M
AQR Capital Management
29
AQR Capital Management
Connecticut
$62.7M
Allianz Asset Management
30
Allianz Asset Management
Germany
$61.1M
UBS Group
31
UBS Group
Switzerland
$53.6M
EIP
32
Epoch Investment Partners
New York
$47M
Franklin Resources
33
Franklin Resources
California
$46.9M
Fidelity Investments
34
Fidelity Investments
Massachusetts
$39.9M
ProShare Advisors
35
ProShare Advisors
Maryland
$38.6M
TIA
36
Tandem Investment Advisors
South Carolina
$37.9M
Wells Fargo
37
Wells Fargo
California
$36.7M
GAM
38
Gotham Asset Management
New York
$36.2M
AAMU
39
AEGON Asset Management (UK)
United Kingdom
$35.8M
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$35.5M
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$35.4M
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$35M
Bank of America
43
Bank of America
North Carolina
$34.1M
GKIM
44
GW&K Investment Management
Massachusetts
$32.7M
Swiss National Bank
45
Swiss National Bank
Switzerland
$32.2M
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$31.3M
EIP
47
Energy Income Partners
Connecticut
$29M
Barclays
48
Barclays
United Kingdom
$25.8M
Principal Financial Group
49
Principal Financial Group
Iowa
$25M
Deutsche Bank
50
Deutsche Bank
Germany
$23.4M