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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
HDIM
501
Hanson & Doremus Investment Management
Vermont
$125K
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$124K
WT
503
Whittier Trust
California
$123K
TCOV
504
Trust Company of Vermont
Vermont
$120K
GRP
505
Global Retirement Partners
California
$117K
GFWA
506
Grey Fox Wealth Advisors
Delaware
$115K
EWA
507
EverSource Wealth Advisors
Alabama
$112K
HI
508
Harbour Investments
Wisconsin
$109K
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$106K
CFD
510
Creative Financial Designs
Indiana
$103K
CT
511
Colonial Trust
South Carolina
$98.8K
CBT
512
Crews Bank & Trust
Florida
$98.7K
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$98K
PTC
514
Private Trust Company
Ohio
$96.4K
GWSG
515
GPS Wealth Strategies Group
Colorado
$93.3K
CA
516
Clearstead Advisors
Ohio
$85.9K
ABWM
517
Alpine Bank Wealth Management
Colorado
$83.1K
PS
518
Principal Securities
Iowa
$80.1K
MUAMU
519
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$80K
GAM
520
Guinness Asset Management
United Kingdom
$77.1K
GWM
521
Geneos Wealth Management
Colorado
$74.5K
MWM
522
Mascoma Wealth Management
New Hampshire
$70.5K
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$67.6K
CT
524
Coastline Trust
Rhode Island
$67.6K
ADL
525
Asset Dedication LLC
California
$66.9K