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Essential Utilities

676 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, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$202K
CF
502
Centaurus Financial
California
$189K
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$172K
ASN
504
Advisory Services Network
Georgia
$157K
SFI
505
Siemens Fonds Invest
Germany
$155K
BL
506
BFSG LLC
California
$154K
UB
507
UMB Bank
Missouri
$149K
PA
508
Parallel Advisors
California
$148K
BC
509
Bayforest Capital
United Kingdom
$136K
HDIM
510
Hanson & Doremus Investment Management
Vermont
$125K
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$124K
WT
512
Whittier Trust
California
$123K
TCOV
513
Trust Company of Vermont
Vermont
$120K
GRP
514
Global Retirement Partners
California
$117K
GFWA
515
Grey Fox Wealth Advisors
Delaware
$115K
EWA
516
EverSource Wealth Advisors
Alabama
$112K
HI
517
Harbour Investments
Wisconsin
$109K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$106K
CFD
519
Creative Financial Designs
Indiana
$103K
CT
520
Colonial Trust
South Carolina
$98.8K
CBT
521
Crews Bank & Trust
Florida
$98.7K
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$98K
PTC
523
Private Trust Company
Ohio
$96.4K
GWSG
524
GPS Wealth Strategies Group
Colorado
$93.3K
CA
525
Clearstead Advisors
Ohio
$85.9K