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Essential Utilities

671 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, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
8.99%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
526
Creative Financial Designs
Indiana
$76.1K -$149 -4 -0.2%
TVWM
527
Tower View Wealth Management
Wisconsin
$75.2K +$631 +17 +0.8%
BL
528
BFSG LLC
California
$75.1K +$21.1K +569 +39%
TFIPS
529
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.3K +$74.3K +2,000 New
MUAMU
530
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$74K
BCM
531
Blume Capital Management
California
$72.3K -$59.4K -1,600 -45%
PS
532
Principal Securities
Iowa
$70.7K -$21.1K -568 -23%
GWM
533
Geneos Wealth Management
Colorado
$69.3K -$70.8K -1,907 -51%
MWM
534
Mascoma Wealth Management
New Hampshire
$65.6K
CT
535
Clearstead Trust
Maine
$65.2K +$9.51K +256 +17%
NAAA
536
New Age Alpha Advisors
New York
$63.8K +$6.91K +186 +12%
JGIA
537
Jackson Grant Investment Advisers
Connecticut
$63K
CT
538
Coastline Trust
Rhode Island
$62.9K
ADL
539
Asset Dedication LLC
California
$62.3K
CA
540
Clearstead Advisors
Ohio
$56.7K +$54.3K +1,462 +2,249%
IA
541
IFP Advisors
Florida
$56.5K -$1.41K -27 -2%
CA
542
CoreCap Advisors
Michigan
$53.4K -$1.26K -34 -2%
TC
543
Truvestments Capital
Florida
$52.6K +$334 +9 +0.6%
ACM
544
Aster Capital Management
United Arab Emirates
$46.8K +$32.3K +870 +223%
CNBTD
545
Citizens National Bank Trust Department
Mississippi
$46.4K
BAM
546
Byrne Asset Management
New Jersey
$46.1K -$24.6K -662 -35%
VIS
547
Vega Investment Solutions
France
$42.7K -$43.2K -1,162 -50%
OCM
548
Orion Capital Management
California
$41.8K
CI
549
CX Institutional
Indiana
$39K
BTI
550
Blue Trust Inc
Georgia
$37.2K +$966 +26 +3%