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Essential Utilities
WTRG

Overview Fund Activity

671 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, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
–
Holders Change %
0%
% of All Funds
9%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
BlackRock
BlackRock
New York
$1.27B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
4
Millennium Management
Millennium Management
New York
$29.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
Fidelity International
Bermuda
$65.3M
5
ACG
Aventail Capital Group
New York
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
476
Tower Research Capital (TRC)
New York
$224K -$301K -8,105 -57%
TWP
477
Tower Wealth Partners
Pennsylvania
$223K -$16.7K -450 -7%
CAM
478
Cozad Asset Management
Illinois
$223K – – –
PFG
479
PAX Financial Group
Texas
$221K +$221K +5,946 New
NFG
480
Nations Financial Group
Iowa
$221K -$14.9K -400 -6%
CRIG
481
Charter Research & Investment Group
Connecticut
$220K – – –
TF
482
Tompkins Financial
New York
$219K +$156K +4,200 +249%
BFM
483
Boothbay Fund Management
New York
$217K -$56.1K -1,511 -21%
WHCI
484
W.H. Cornerstone Investments
Massachusetts
$214K +$1.49K +40 +0.7%
SWP
485
Stratos Wealth Partners
Ohio
$210K +$210K +5,644 New
CCMG
486
Clark Capital Management Group
Pennsylvania
$208K – – –
VA
487
Vident Advisory
Georgia
$206K -$138K -3,715 -40%
Mirae Asset Global Investments
488
Mirae Asset Global Investments
South Korea
$206K +$2.34K +63 +1%
BCA
489
Bay Colony Advisors
Massachusetts
$206K -$483 -13 -0.2%
KWA
490
Kingswood Wealth Advisors
California
$205K -$12.4K -335 -6%
EE
491
EWG Elevate
California
$205K +$9.14K +246 +5%
HNB
492
Huntington National Bank
Ohio
$204K +$520 +14 +0.3%
NAS
493
Nicolet Advisory Services
Wisconsin
$202K +$202K +5,300 New
TPCW
494
TD Private Client Wealth
New York
$199K -$3.71K -100 -2%
EB
495
Eastern Bank
Massachusetts
$184K – – –
GI
496
GAMMA Investing
California
$176K +$51.8K +1,395 +42%
CF
497
Centaurus Financial
California
$176K +$111 +3 +0.1%
BBPWM
498
Blue Bell Private Wealth Management
Pennsylvania
$176K -$602K -16,207 -77%
AssetMark Inc
499
AssetMark Inc
California
$166K +$4.16K +112 +3%
Bank Julius Baer & Co
500
Bank Julius Baer & Co
Switzerland
$160K +$18.4K +495 +13%
18 19
20
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