WTRG icon

Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
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
GWSG
526
GPS Wealth Strategies Group
Colorado
$86.8K
TWC
527
TD Waterhouse Canada
Ontario, Canada
$77.5K
ABWM
528
Alpine Bank Wealth Management
Colorado
$77.3K
CFD
529
Creative Financial Designs
Indiana
$76.1K
TVWM
530
Tower View Wealth Management
Wisconsin
$75.2K
BL
531
BFSG LLC
California
$75.1K
TFIPS
532
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.3K
MUAMU
533
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$74K
BCM
534
Blume Capital Management
California
$72.3K
PS
535
Principal Securities
Iowa
$70.7K
GWM
536
Geneos Wealth Management
Colorado
$69.3K
MWM
537
Mascoma Wealth Management
New Hampshire
$65.6K
CT
538
Clearstead Trust
Maine
$65.2K
NAAA
539
New Age Alpha Advisors
New York
$63.8K
JGIA
540
Jackson Grant Investment Advisers
Connecticut
$63K
CT
541
Coastline Trust
Rhode Island
$62.9K
ADL
542
Asset Dedication LLC
California
$62.3K
CA
543
Clearstead Advisors
Ohio
$56.7K
IA
544
IFP Advisors
Florida
$56.5K
CA
545
CoreCap Advisors
Michigan
$53.4K
TC
546
Truvestments Capital
Florida
$52.6K
ACM
547
Aster Capital Management
United Arab Emirates
$46.8K
CNBTD
548
Citizens National Bank Trust Department
Mississippi
$46.4K
BAM
549
Byrne Asset Management
New Jersey
$46.1K
VIS
550
Vega Investment Solutions
France
$42.7K