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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 %
National Pension Service
501
National Pension Service
South Korea
$155K +$120K +3,233 +340%
BIG
502
Brooklyn Investment Group
New York
$151K +$100K +2,703 +199%
Group One Trading
503
Group One Trading
Illinois
$149K +$149K +4,016 New
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$146K -$53.3K -1,431 -27%
SFI
505
Siemens Fonds Invest
Germany
$127K +$16.3K +439 +15%
UB
506
UMB Bank
Missouri
$117K +$20.4K +549 +21%
HDIM
507
Hanson & Doremus Investment Management
Vermont
$117K – – –
WT
508
Whittier Trust
California
$116K – – –
GRP
509
Global Retirement Partners
California
$116K +$116K +3,127 New
QL
510
Quarry LP
New York
$113K -$8.17K -220 -7%
VSQM
511
V-Square Quantitative Management
Illinois
$113K -$25.5K -686 -18%
TCOV
512
Trust Company of Vermont
Vermont
$112K – – –
HFS
513
Hantz Financial Services
Michigan
$111K +$101K +2,732 +1,043%
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$110K +$13.8K +371 +14%
EWA
515
EverSource Wealth Advisors
Alabama
$102K +$64K +1,723 +168%
HI
516
Harbour Investments
Wisconsin
$102K +$409 +11 +0.4%
SIS
517
Sound Income Strategies
Florida
$99.6K – – –
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$94.3K +$45.3K +1,220 +92%
PA
519
Parallel Advisors
California
$93.3K +$3.86K +104 +4%
CT
520
Colonial Trust
South Carolina
$92K -$6.13K -165 -6%
CBT
521
Crews Bank & Trust
Florida
$91.8K – – –
PTC
522
Private Trust Company
Ohio
$89.7K -$94.8K -2,552 -51%
GWSG
523
GPS Wealth Strategies Group
Colorado
$86.8K – – –
TWC
524
TD Waterhouse Canada
Ontario, Canada
$77.5K +$5.3K +140 +7%
ABWM
525
Alpine Bank Wealth Management
Colorado
$77.3K – – –
19 20
21
22 23