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Essential Utilities

679 hedge funds and large institutions have $8.81B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 244 increasing their positions, 206 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 46

96% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $5.48M

18% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 206

11% more capital invested

Capital invested by funds: $7.9B → $8.81B (+$904M)

9% more funds holding

Funds holding: 622679 (+57)

1.57% more ownership

Funds ownership: 79.29%80.86% (+1.6%)

Holders
679
Holders Change
+57
Holders Change %
+9.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
112
Increased
244
Reduced
206
Closed
46
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
26
Empower Advisory Group
Colorado
$66.6M +$924K +25,167 +2%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$66.1M +$2.9M +79,041 +5%
Allianz Asset Management
28
Allianz Asset Management
Germany
$64.4M -$11.3M -306,968 -16%
UBS Group
29
UBS Group
Switzerland
$64.3M +$5.21M +141,875 +10%
Cohen & Steers
30
Cohen & Steers
New York
$58.7M +$1.62M +44,060 +3%
EIP
31
Epoch Investment Partners
New York
$46.6M -$698K -19,003 -2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$44M +$2.41M +65,744 +6%
Franklin Resources
33
Franklin Resources
California
$41.6M +$187K +5,105 +0.5%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$40.8M +$28.4M +773,628 +300%
JP Morgan Chase
35
JP Morgan Chase
New York
$38.8M +$14.6M +398,344 +68%
Goldman Sachs
36
Goldman Sachs
New York
$37.3M +$19.1M +519,933 +123%
ACG
37
Aventail Capital Group
New York
$37.2M +$34.6M +942,298 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$37.2M -$432K -11,765 -1%
ProShare Advisors
39
ProShare Advisors
Maryland
$36.9M +$2.21M +60,123 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$33.6M +$1.85M +50,332 +6%
Aviva
41
Aviva
United Kingdom
$33.2M +$4.55M +123,940 +17%
Bank of America
42
Bank of America
North Carolina
$30.5M +$885K +24,088 +3%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$30.1M -$8.23M -223,990 -23%
Swiss National Bank
44
Swiss National Bank
Switzerland
$29.1M +$44.1K +1,200 +0.2%
GKIM
45
GW&K Investment Management
Massachusetts
$28.9M +$180K +4,905 +0.7%
EIP
46
Energy Income Partners
Connecticut
$28.5M +$919K +25,021 +4%
Deutsche Bank
47
Deutsche Bank
Germany
$28.2M +$426K +11,607 +2%
Principal Financial Group
48
Principal Financial Group
Iowa
$27.9M -$704K -19,179 -3%
N
49
Nuveen
North Carolina
$25.5M +$1.85M +50,491 +8%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$22.3M +$730K +19,868 +4%

WTRG Hedge Fund Activity: Q1 2025 in Review

679 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2025, worth a combined $8.81B — up 11% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WTRG positions and 46 closed out — a net gain of 66 holders — while 244 added to existing stakes and 206 trimmed.

The largest buyer was Maple-Brown Abbott, opening a new position worth an estimated $87.6M. The largest seller was Amundi, cutting an estimated $48.2M.

  • 679 institutional investors held Essential Utilities (WTRG) as of Q1 2025, up from 622 in Q4 2024.
  • Funds reported $8.81B of Essential Utilities stock for Q1 2025, up 11% quarter-over-quarter.
  • 112 funds opened new Essential Utilities positions in Q1 2025 and 46 closed out, a net change of +66 holders.
  • The largest Essential Utilities buyer in Q1 2025 was Maple-Brown Abbott, an estimated $87.6M added.
  • The largest Essential Utilities seller in Q1 2025 was Amundi, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2025.