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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
CBT
526
Crews Bank & Trust
Florida
$91.8K
PTC
527
Private Trust Company
Ohio
$89.7K
GWSG
528
GPS Wealth Strategies Group
Colorado
$86.8K
TWC
529
TD Waterhouse Canada
Ontario, Canada
$77.5K
ABWM
530
Alpine Bank Wealth Management
Colorado
$77.3K
CFD
531
Creative Financial Designs
Indiana
$76.1K
TVWM
532
Tower View Wealth Management
Wisconsin
$75.2K
BL
533
BFSG LLC
California
$75.1K
TFIPS
534
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.3K
MUAMU
535
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$74K
BCM
536
Blume Capital Management
California
$72.3K
PS
537
Principal Securities
Iowa
$70.7K
GWM
538
Geneos Wealth Management
Colorado
$69.3K
MWM
539
Mascoma Wealth Management
New Hampshire
$65.6K
CT
540
Clearstead Trust
Maine
$65.2K
NAAA
541
New Age Alpha Advisors
New York
$63.8K
JGIA
542
Jackson Grant Investment Advisers
Connecticut
$63K
CT
543
Coastline Trust
Rhode Island
$62.9K
ADL
544
Asset Dedication LLC
California
$62.3K
CA
545
Clearstead Advisors
Ohio
$56.7K
IA
546
IFP Advisors
Florida
$56.5K
CA
547
CoreCap Advisors
Michigan
$53.4K
TC
548
Truvestments Capital
Florida
$52.6K
ACM
549
Aster Capital Management
United Arab Emirates
$46.8K
CNBTD
550
Citizens National Bank Trust Department
Mississippi
$46.4K