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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
PSB
551
Piscataqua Savings Bank
New Hampshire
$29.9K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$29.6K
AUB
553
Atlantic Union Bankshares
Virginia
$29.2K
VWA
554
VSM Wealth Advisory
Maryland
$28.7K
PGAM
555
Princeton Global Asset Management
New Jersey
$28.1K
SC
556
SouthState Corp
Florida
$28K
PE
557
Point72 Europe
United Kingdom
$27.3K
ANBT
558
American National Bank & Trust
Texas
$26.8K
FCAS
559
First Command Advisory Services
Texas
$26.6K
FPB
560
First PREMIER Bank
South Dakota
$26K
CTA
561
Colonial Trust Advisors
South Carolina
$24.9K
API
562
Asset Planning Inc
California
$24.9K
DWM
563
Darwin Wealth Management
Florida
$24.2K
BSB
564
Bangor Savings Bank
Maine
$23.5K
VNA
565
Valley National Advisers
Pennsylvania
$23K
DIP
566
DT Investment Partners
Pennsylvania
$22.5K
HWA
567
HHM Wealth Advisors
Tennessee
$22.4K
DAM
568
Delta Asset Management
Tennessee
$22.3K
BC
569
Barrett & Company
Rhode Island
$19.9K
PWA
570
Physician Wealth Advisors
Utah
$19.9K
RA
571
Rise Advisors
New York
$19.2K
BBHC
572
Brown Brothers Harriman & Co
New York
$18.7K
RFP
573
Root Financial Partners
California
$18.7K
PWA
574
Provenance Wealth Advisors
Florida
$18.3K
WIM
575
Westside Investment Management
California
$17.6K