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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
BBPWM
501
Blue Bell Private Wealth Management
Pennsylvania
$176K
AssetMark Inc
502
AssetMark Inc
California
$166K
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$160K
National Pension Service
504
National Pension Service
South Korea
$155K
BIG
505
Brooklyn Investment Group
New York
$151K
Group One Trading
506
Group One Trading
Illinois
$149K
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$146K
SFI
508
Siemens Fonds Invest
Germany
$127K
UB
509
UMB Bank
Missouri
$117K
HDIM
510
Hanson & Doremus Investment Management
Vermont
$117K
WT
511
Whittier Trust
California
$116K
GRP
512
Global Retirement Partners
California
$116K
QL
513
Quarry LP
New York
$113K
VSQM
514
V-Square Quantitative Management
Illinois
$113K
TCOV
515
Trust Company of Vermont
Vermont
$112K
HFS
516
Hantz Financial Services
Michigan
$111K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$110K
EWA
518
EverSource Wealth Advisors
Alabama
$102K
HI
519
Harbour Investments
Wisconsin
$102K
SIS
520
Sound Income Strategies
Florida
$99.6K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$94.3K
PA
522
Parallel Advisors
California
$93.3K
CT
523
Colonial Trust
South Carolina
$92K
CBT
524
Crews Bank & Trust
Florida
$91.8K
PTC
525
Private Trust Company
Ohio
$89.7K