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Essential Utilities

676 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
526
Alpine Bank Wealth Management
Colorado
$83.1K
PS
527
Principal Securities
Iowa
$80.1K
MUAMU
528
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$80K
GAM
529
Guinness Asset Management
United Kingdom
$77.1K
GWM
530
Geneos Wealth Management
Colorado
$74.5K
MWM
531
Mascoma Wealth Management
New Hampshire
$70.5K
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$67.6K
CT
533
Coastline Trust
Rhode Island
$67.6K
ADL
534
Asset Dedication LLC
California
$66.9K
SAM
535
Smartleaf Asset Management
Massachusetts
$63.3K
CT
536
Clearstead Trust
Maine
$59.9K
CA
537
CoreCap Advisors
Michigan
$57.7K
TWC
538
TD Waterhouse Canada
Ontario, Canada
$57.5K
VCM
539
Versant Capital Management
Arizona
$57.1K
TC
540
Truvestments Capital
Florida
$56.1K
BCM
541
Blume Capital Management
California
$54.9K
TVWM
542
Tower View Wealth Management
Wisconsin
$54K
A
543
AlphaQuest
New York
$51.2K
QC
544
Quent Capital
New York
$49.7K
BAM
545
Byrne Asset Management
New Jersey
$49.5K
TWD
546
True Wealth Design
Ohio
$48.4K
Bessemer Group
547
Bessemer Group
New Jersey
$45K
OCM
548
Orion Capital Management
California
$44.9K
IA
549
IFP Advisors
Florida
$43.5K
CNBTD
550
Citizens National Bank Trust Department
Mississippi
$39.9K