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Essential Utilities
WTRG

Overview Fund Activity

668 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, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
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
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
551
Capital Advisors Ltd
Ohio
$31K 826 – –
WB
552
Webster Bank
Connecticut
$30.6K 825 – –
FCT
553
First Community Trust
Iowa
$29.8K 802 – –
NB
554
NBT Bank
New York
$29.7K 800 – –
Bessemer Group
555
Bessemer Group
New Jersey
$29K 776 +69 +10%
AA
556
Addison Advisors
Vermont
$28.6K 771 – –
KIM
557
Kestra Investment Management
Texas
$28.6K 724 – –
MA
558
MCF Advisors
Kentucky
$28K 753 – –
PSB
559
Piscataqua Savings Bank
New Hampshire
$27.8K 750 – –
PFBT
560
Parkside Financial Bank & Trust
Missouri
$27.5K 741 +33 +5%
VWA
561
VSM Wealth Advisory
Maryland
$26.7K 720 – –
PGAM
562
Princeton Global Asset Management
New Jersey
$26.2K 705 – –
SC
563
SouthState Corp
Florida
$26K 701 +626 +835%
FCAS
564
First Command Advisory Services
Texas
$24.7K 666 – –
FPB
565
First PREMIER Bank
South Dakota
$24K 650 – –
CTA
566
Colonial Trust Advisors
South Carolina
$23.2K 625 -1,000 -62%
API
567
Asset Planning Inc
California
$23.2K 625 – –
SIS
568
Strategic Investment Solutions
Illinois
$22.8K 614 +5 +0.8%
VNA
569
Valley National Advisers
Pennsylvania
$22K 600 -250 -29%
BSB
570
Bangor Savings Bank
Maine
$21.7K 583 +5 +0.9%
VCM
571
Versant Capital Management
Arizona
$21.1K 569 +89 +19%
DIP
572
DT Investment Partners
Pennsylvania
$20.9K 564 – –
HWA
573
HHM Wealth Advisors
Tennessee
$20.8K 561 – –
DAM
574
Delta Asset Management
Tennessee
$20.8K 560 – –
AAP
575
Arax Advisory Partners
Colorado
$20.1K 542 +1 +0.2%
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