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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
SAM
526
Smartleaf Asset Management
Massachusetts
$63.3K
CT
527
Clearstead Trust
Maine
$59.9K
CA
528
CoreCap Advisors
Michigan
$57.7K
TWC
529
TD Waterhouse Canada
Ontario, Canada
$57.5K
VCM
530
Versant Capital Management
Arizona
$57.1K
TC
531
Truvestments Capital
Florida
$56.1K
BCM
532
Blume Capital Management
California
$54.9K
TVWM
533
Tower View Wealth Management
Wisconsin
$54K
A
534
AlphaQuest
New York
$51.2K
QC
535
Quent Capital
New York
$49.7K
BAM
536
Byrne Asset Management
New Jersey
$49.5K
TWD
537
True Wealth Design
Ohio
$48.4K
Bessemer Group
538
Bessemer Group
New Jersey
$45K
OCM
539
Orion Capital Management
California
$44.9K
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$39.9K
CCC
541
Chelsea Counsel Company
California
$35.9K
SIS
542
Sound Income Strategies
Florida
$35.3K
BTI
543
Blue Trust Inc
Georgia
$34.9K
KSB
544
Kennebec Savings Bank
Maine
$33.8K
CAL
545
Capital Advisors Ltd
Ohio
$33K
WB
546
Webster Bank
Connecticut
$32.9K
FCT
547
First Community Trust
Iowa
$32K
NB
548
NBT Bank
New York
$31.9K
AA
549
Addison Advisors
Vermont
$30.8K
MA
550
MCF Advisors
Kentucky
$30.1K