Essential Utilities
WTRG
682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.
156% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $5.67M
43% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 200
18% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 65
1% more funds holding
Funds holding: 678 → 682 (+4)
2.17% less ownership
Funds ownership: 80.86% → 78.7% (-2.2%)
7% less capital invested
Capital invested by funds: $8.81B → $8.2B (-$608M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$97.9M |
| 2 |
BlackRock
New York
|
+$60M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$46.6M |
| 4 |
Millennium Management
New York
|
+$29.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$389M |
| 2 |
Cohen & Steers
New York
|
-$58.7M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$46.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$25.9M |
| 5 |
ACG
Aventail Capital Group
New York
|
-$20.6M |
WTRG Hedge Fund Activity: Q2 2025 in Review
682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.
- 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
- Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
- 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
- The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
- The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.
Based on aggregated 13F filings for Q2 2025.