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Essential Utilities
WTRG

Overview Fund Activity

668 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, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
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
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFIPS
526
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.3K 2,000 +2,000 New
MUAMU
527
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$74K 2,000 – –
BCM
528
Blume Capital Management
California
$72.3K 1,947 -1,600 -45%
PS
529
Principal Securities
Iowa
$70.7K 1,903 -568 -23%
GWM
530
Geneos Wealth Management
Colorado
$69.3K 1,866 -1,907 -51%
MWM
531
Mascoma Wealth Management
New Hampshire
$65.6K 1,766 – –
CT
532
Clearstead Trust
Maine
$65.2K 1,756 +256 +17%
NAAA
533
New Age Alpha Advisors
New York
$63.8K 1,717 +186 +12%
JGIA
534
Jackson Grant Investment Advisers
Connecticut
$63K 1,695 – –
CT
535
Coastline Trust
Rhode Island
$62.9K 1,693 – –
ADL
536
Asset Dedication LLC
California
$62.3K 1,677 – –
CA
537
Clearstead Advisors
Ohio
$56.7K 1,527 +1,462 +2,249%
IA
538
IFP Advisors
Florida
$56.5K 1,083 -27 -2%
CA
539
CoreCap Advisors
Michigan
$53.4K 1,438 -34 -2%
TC
540
Truvestments Capital
Florida
$52.6K 1,415 +9 +0.6%
ACM
541
Aster Capital Management
United Arab Emirates
$46.8K 1,260 +870 +223%
CNBTD
542
Citizens National Bank Trust Department
Mississippi
$46.4K 1,250 – –
BAM
543
Byrne Asset Management
New Jersey
$46.1K 1,240 -662 -35%
VIS
544
Vega Investment Solutions
France
$42.7K 1,150 -1,162 -50%
OCM
545
Orion Capital Management
California
$41.8K 1,125 – –
CI
546
CX Institutional
Indiana
$39K 1,062 – –
BTI
547
Blue Trust Inc
Georgia
$37.2K 1,002 +26 +3%
CCC
548
Chelsea Counsel Company
California
$33.4K 900 – –
HT
549
Headlands Technologies
Illinois
$33.3K 897 +120 +15%
KSB
550
Kennebec Savings Bank
Maine
$31.5K 848 +848 New
20 21
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