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Essential Utilities

678 hedge funds and large institutions have $9.08B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 273 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

193% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $4.92M

53% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 179

11% more capital invested

Capital invested by funds: $8.2B → $9.08B (+$880M)

2.44% more ownership

Funds ownership: 78.7%81.14% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 682678 (-4)

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
86
Increased
273
Reduced
179
Closed
79
Calls
$14.4M
Puts
$4.92M
Net Calls
+$9.49M
Net Calls Change
+$674K
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$71.5M -$1.29M -33,863 -2%
Empower Advisory Group
27
Empower Advisory Group
Colorado
$69.5M +$1.14M +30,018 +2%
Fidelity International
28
Fidelity International
Bermuda
$69M -$1.09M -28,517 -2%
AQR Capital Management
29
AQR Capital Management
Connecticut
$62.7M +$33.3M +873,990 +122%
Allianz Asset Management
30
Allianz Asset Management
Germany
$61.1M -$4.41M -115,586 -7%
UBS Group
31
UBS Group
Switzerland
$53.6M -$8.06M -211,497 -14%
EIP
32
Epoch Investment Partners
New York
$47M -$284K -7,440 -0.6%
Franklin Resources
33
Franklin Resources
California
$46.9M +$913K +23,947 +2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$39.9M -$204K -5,344 -0.5%
ProShare Advisors
35
ProShare Advisors
Maryland
$38.6M +$5.18M +135,899 +16%
TIA
36
Tandem Investment Advisors
South Carolina
$37.9M -$42.7M -1,121,299 -54%
Wells Fargo
37
Wells Fargo
California
$36.7M +$11.8M +308,873 +51%
GAM
38
Gotham Asset Management
New York
$36.2M +$21.7M +569,210 +168%
AAMU
39
AEGON Asset Management (UK)
United Kingdom
$35.8M -$167K -4,379 -0.5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$35.5M -$4.32M -113,424 -11%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$35.4M +$3.11M +81,635 +10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$35M +$118K +3,108 +0.4%
Bank of America
43
Bank of America
North Carolina
$34.1M -$18.3M -481,323 -36%
GKIM
44
GW&K Investment Management
Massachusetts
$32.7M +$3.92M +102,862 +14%
Swiss National Bank
45
Swiss National Bank
Switzerland
$32.2M +$602K +15,800 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$31.3M -$2.83M -74,321 -9%
EIP
47
Energy Income Partners
Connecticut
$29M +$1.67M +43,712 +6%
Barclays
48
Barclays
United Kingdom
$25.8M +$11.7M +305,851 +90%
Principal Financial Group
49
Principal Financial Group
Iowa
$25M -$394K -10,345 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$23.4M +$451K +11,844 +2%