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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
EverSource Wealth Advisors
Alabama
$40.5K +$15.1K +382 +60%
BTI
552
Blue Trust Inc
Georgia
$38.6K +$10.5K +266 +37%
National Pension Service
553
National Pension Service
South Korea
$37.6K +$16.1K +407 +75%
CCC
554
Chelsea Counsel Company
California
$35.6K – – –
ANBT
555
American National Bank & Trust
Texas
$34.9K +$34.9K +882 New
CAL
556
Capital Advisors Ltd
Ohio
$33K -$6.31K -158 -16%
VNA
557
Valley National Advisers
Pennsylvania
$33K +$33K +850 New
WB
558
Webster Bank
Connecticut
$32.6K – – –
FCT
559
First Community Trust
Iowa
$31.7K – – –
NB
560
NBT Bank
New York
$31.6K – – –
HT
561
Headlands Technologies
Illinois
$30.7K +$30.7K +777 New
AA
562
Addison Advisors
Vermont
$30.5K – – –
MA
563
MCF Advisors
Kentucky
$29.8K – – –
PSB
564
Piscataqua Savings Bank
New Hampshire
$29.6K – – –
PEAK6
565
PEAK6
Illinois
$29.6K +$29.6K +748 New
KIM
566
Kestra Investment Management
Texas
$28.6K +$15K +380 +110%
VWA
567
VSM Wealth Advisory
Maryland
$28.5K – – –
Bessemer Group
568
Bessemer Group
New Jersey
$28K -$34K -858 -55%
PFBT
569
Parkside Financial Bank & Trust
Missouri
$28K +$5.61K +142 +25%
PGAM
570
Princeton Global Asset Management
New Jersey
$27.9K – – –
FCAS
571
First Command Advisory Services
Texas
$26.3K – – –
FPB
572
First PREMIER Bank
South Dakota
$26K – – –
FHA
573
First Horizon Advisors
Tennessee
$25.1K +$2.45K +62 +11%
API
574
Asset Planning Inc
California
$24.7K – – –
SIS
575
Strategic Investment Solutions
Illinois
$24.1K +$988 +25 +4%
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23
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