WTRG icon

Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
476
Stanley-Laman Group
Pennsylvania
$228K
SFS
477
Sowell Financial Services
Arkansas
$227K
NP
478
NorthRock Partners
Minnesota
$227K
TRCT
479
Tower Research Capital (TRC)
New York
$224K
TWP
480
Tower Wealth Partners
Pennsylvania
$223K
CAM
481
Cozad Asset Management
Illinois
$223K
PFG
482
PAX Financial Group
Texas
$221K
NFG
483
Nations Financial Group
Iowa
$221K
CRIG
484
Charter Research & Investment Group
Connecticut
$220K
TF
485
Tompkins Financial
New York
$219K
BFM
486
Boothbay Fund Management
New York
$217K
WHCI
487
W.H. Cornerstone Investments
Massachusetts
$214K
SWP
488
Stratos Wealth Partners
Ohio
$210K
CCMG
489
Clark Capital Management Group
Pennsylvania
$208K
VA
490
Vident Advisory
Georgia
$206K
Mirae Asset Global Investments
491
Mirae Asset Global Investments
South Korea
$206K
BCA
492
Bay Colony Advisors
Massachusetts
$206K
KWA
493
Kingswood Wealth Advisors
California
$205K
EE
494
EWG Elevate
California
$205K
HNB
495
Huntington National Bank
Ohio
$204K
NAS
496
Nicolet Advisory Services
Wisconsin
$202K
TPCW
497
TD Private Client Wealth
New York
$199K
EB
498
Eastern Bank
Massachusetts
$184K
GI
499
GAMMA Investing
California
$176K
CF
500
Centaurus Financial
California
$176K