WTRG icon

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
VA
476
Vident Advisory
Georgia
$222K
BCA
477
Bay Colony Advisors
Massachusetts
$222K
KF
478
Krilogy Financial
Missouri
$219K
Jane Street
479
Jane Street
New York
$219K
CFG
480
Certior Financial Group
Pennsylvania
$214K
HNB
481
Huntington National Bank
Ohio
$214K
EE
482
EWG Elevate
California
$214K
LBC
483
Lowe Brockenbrough & Co
Virginia
$213K
HIP
484
HUB Investment Partners
Texas
$213K
EB
485
Eastern Bank
Massachusetts
$212K
MA
486
MONECO Advisors
Connecticut
$212K
LS
487
Livforsakringsbolaget Skandia
Sweden
$211K
UF
488
Univest Financial
Pennsylvania
$209K
LWA
489
Ledgewood Wealth Advisors
New Hampshire
$208K
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$205K
CIA
491
Caerus Investment Advisors
Texas
$203K
BHWM
492
Bar Harbor Wealth Management
New Hampshire
$202K
CF
493
Centaurus Financial
California
$189K
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$172K
ASN
495
Advisory Services Network
Georgia
$157K
SFI
496
Siemens Fonds Invest
Germany
$155K
BL
497
BFSG LLC
California
$154K
UB
498
UMB Bank
Missouri
$149K
PA
499
Parallel Advisors
California
$148K
BC
500
Bayforest Capital
United Kingdom
$136K