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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
501
Shell Asset Management
Netherlands
$132K +$46.5K +1,181 +54%
QL
502
Quarry LP
New York
$129K +$112K +2,842 +656%
FFA
503
Farther Finance Advisors
California
$128K +$88.4K +2,234 +220%
HDIM
504
Hanson & Doremus Investment Management
Vermont
$124K – – –
WT
505
Whittier Trust
California
$124K -$4.66K -118 -4%
SWM
506
Spire Wealth Management
Virginia
$122K – – –
TCOV
507
Trust Company of Vermont
Vermont
$119K – – –
PWA
508
Provenance Wealth Advisors
Florida
$119K -$100K -2,535 -46%
SFI
509
Siemens Fonds Invest
Germany
$118K +$118K +2,987 New
HI
510
Harbour Investments
Wisconsin
$108K +$7.23K +183 +7%
SIS
511
Sound Income Strategies
Florida
$106K – – –
CT
512
Colonial Trust
South Carolina
$104K -$5.97K -151 -5%
UB
513
UMB Bank
Missouri
$103K +$85K +2,150 +465%
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$103K -$46.3K -1,172 -31%
CBT
515
Crews Bank & Trust
Florida
$97.8K – – –
PA
516
Parallel Advisors
California
$95.2K -$12.6K -319 -12%
GWSG
517
GPS Wealth Strategies Group
Colorado
$92.4K – – –
VIS
518
Vega Investment Solutions
France
$91.4K +$91.4K +2,312 New
PS
519
Principal Securities
Iowa
$89.7K +$13.3K +366 +17%
HBW
520
Hazlett, Burt & Watson
West Virginia
$85K -$26.1K -654 -23%
ABWM
521
Alpine Bank Wealth Management
Colorado
$82.3K +$82.3K +2,082 New
CFD
522
Creative Financial Designs
Indiana
$81.2K +$672 +17 +0.8%
TVWM
523
Tower View Wealth Management
Wisconsin
$79.4K +$672 +17 +0.9%
MUAMU
524
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$79K -$79K -2,000 -50%
TWC
525
TD Waterhouse Canada
Ontario, Canada
$75.4K -$12.1K -307 -14%
19 20
21
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