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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
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
OCM
551
Orion Capital Management
California
$41.8K
CI
552
CX Institutional
Indiana
$39K
BTI
553
Blue Trust Inc
Georgia
$37.2K
CCC
554
Chelsea Counsel Company
California
$33.4K
HT
555
Headlands Technologies
Illinois
$33.3K
KSB
556
Kennebec Savings Bank
Maine
$31.5K
CAL
557
Capital Advisors Ltd
Ohio
$31K
WB
558
Webster Bank
Connecticut
$30.6K
FCT
559
First Community Trust
Iowa
$29.8K
NB
560
NBT Bank
New York
$29.7K
Bessemer Group
561
Bessemer Group
New Jersey
$29K
AA
562
Addison Advisors
Vermont
$28.6K
KIM
563
Kestra Investment Management
Texas
$28.6K
MA
564
MCF Advisors
Kentucky
$28K
PSB
565
Piscataqua Savings Bank
New Hampshire
$27.8K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$27.5K
VWA
567
VSM Wealth Advisory
Maryland
$26.7K
PGAM
568
Princeton Global Asset Management
New Jersey
$26.2K
SC
569
SouthState Corp
Florida
$26K
FCAS
570
First Command Advisory Services
Texas
$24.7K
FPB
571
First PREMIER Bank
South Dakota
$24K
CTA
572
Colonial Trust Advisors
South Carolina
$23.2K
API
573
Asset Planning Inc
California
$23.2K
SIS
574
Strategic Investment Solutions
Illinois
$22.8K
VNA
575
Valley National Advisers
Pennsylvania
$22K