WTRG icon

Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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 +$139M
2 +$128M
3 +$108M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$71.9M
5
Goldman Sachs
Goldman Sachs
New York
+$50.1M

Top Sellers

1 -$61.5M
2 -$47.2M
3 -$44.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.6M
5
Amundi
Amundi
France
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
526
Principal Securities
Iowa
$80.1K
MUAMU
527
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$80K
GAM
528
Guinness Asset Management
United Kingdom
$77.1K
GWM
529
Geneos Wealth Management
Colorado
$74.5K
MWM
530
Mascoma Wealth Management
New Hampshire
$70.5K
JGIA
531
Jackson Grant Investment Advisers
Connecticut
$67.6K
CT
532
Coastline Trust
Rhode Island
$67.6K
ADL
533
Asset Dedication LLC
California
$66.9K
SAM
534
Smartleaf Asset Management
Massachusetts
$63.3K
CT
535
Clearstead Trust
Maine
$59.9K
CA
536
CoreCap Advisors
Michigan
$57.7K
TWC
537
TD Waterhouse Canada
Ontario, Canada
$57.5K
VCM
538
Versant Capital Management
Arizona
$57.1K
TC
539
Truvestments Capital
Florida
$56.1K
BCM
540
Blume Capital Management
California
$54.9K
TVWM
541
Tower View Wealth Management
Wisconsin
$54K
A
542
AlphaQuest
New York
$51.2K
QC
543
Quent Capital
New York
$49.7K
IA
544
IFP Advisors
Florida
$49.5K
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
CNBTD
549
Citizens National Bank Trust Department
Mississippi
$39.9K
CCC
550
Chelsea Counsel Company
California
$35.9K