WTRG icon

Essential Utilities

672 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
NFG
476
Nations Financial Group
Iowa
$236K
TF
477
Tompkins Financial
New York
$235K
TAFW
478
Tred Avon Family Wealth
Maryland
$232K
TPCW
479
TD Private Client Wealth
New York
$228K
WHCI
480
W.H. Cornerstone Investments
Massachusetts
$227K
TWP
481
Tower Wealth Partners
Pennsylvania
$225K
SI
482
Seeds Investor
New York
$225K
CCMG
483
Clark Capital Management Group
Pennsylvania
$224K
VA
484
Vident Advisory
Georgia
$222K
BCA
485
Bay Colony Advisors
Massachusetts
$222K
KF
486
Krilogy Financial
Missouri
$219K
Jane Street
487
Jane Street
New York
$219K
CFG
488
Certior Financial Group
Pennsylvania
$214K
HNB
489
Huntington National Bank
Ohio
$214K
EE
490
EWG Elevate
California
$214K
LBC
491
Lowe Brockenbrough & Co
Virginia
$213K
HIP
492
HUB Investment Partners
Texas
$213K
EB
493
Eastern Bank
Massachusetts
$212K
MA
494
MONECO Advisors
Connecticut
$212K
LS
495
Livforsakringsbolaget Skandia
Sweden
$211K
UF
496
Univest Financial
Pennsylvania
$209K
LWA
497
Ledgewood Wealth Advisors
New Hampshire
$208K
BBVA
498
Banco Bilbao Vizcaya Argentaria
Spain
$205K
CIA
499
Caerus Investment Advisors
Texas
$203K
BHWM
500
Bar Harbor Wealth Management
New Hampshire
$202K