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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Byrne Asset Management
New Jersey
$46.1K
VIS
552
Vega Investment Solutions
France
$42.7K
OCM
553
Orion Capital Management
California
$41.8K
CI
554
CX Institutional
Indiana
$39K
BTI
555
Blue Trust Inc
Georgia
$37.2K
CCC
556
Chelsea Counsel Company
California
$33.4K
HT
557
Headlands Technologies
Illinois
$33.3K
KSB
558
Kennebec Savings Bank
Maine
$31.5K
CAL
559
Capital Advisors Ltd
Ohio
$31K
WB
560
Webster Bank
Connecticut
$30.6K
FCT
561
First Community Trust
Iowa
$29.8K
NB
562
NBT Bank
New York
$29.7K
Bessemer Group
563
Bessemer Group
New Jersey
$29K
AA
564
Addison Advisors
Vermont
$28.6K
KIM
565
Kestra Investment Management
Texas
$28.6K
MA
566
MCF Advisors
Kentucky
$28K
PSB
567
Piscataqua Savings Bank
New Hampshire
$27.8K
PFBT
568
Parkside Financial Bank & Trust
Missouri
$27.5K
VWA
569
VSM Wealth Advisory
Maryland
$26.7K
PGAM
570
Princeton Global Asset Management
New Jersey
$26.2K
SC
571
SouthState Corp
Florida
$26K
FCAS
572
First Command Advisory Services
Texas
$24.7K
FPB
573
First PREMIER Bank
South Dakota
$24K
CTA
574
Colonial Trust Advisors
South Carolina
$23.2K
API
575
Asset Planning Inc
California
$23.2K