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Essential Utilities

672 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
SIS
551
Sound Income Strategies
Florida
$35.3K
BTI
552
Blue Trust Inc
Georgia
$34.9K
KSB
553
Kennebec Savings Bank
Maine
$33.8K
CAL
554
Capital Advisors Ltd
Ohio
$33K
WB
555
Webster Bank
Connecticut
$32.9K
FCT
556
First Community Trust
Iowa
$32K
NB
557
NBT Bank
New York
$31.9K
AA
558
Addison Advisors
Vermont
$30.8K
MA
559
MCF Advisors
Kentucky
$30.1K
PSB
560
Piscataqua Savings Bank
New Hampshire
$29.9K
PFBT
561
Parkside Financial Bank & Trust
Missouri
$29.6K
AUB
562
Atlantic Union Bankshares
Virginia
$29.2K
VWA
563
VSM Wealth Advisory
Maryland
$28.7K
PGAM
564
Princeton Global Asset Management
New Jersey
$28.1K
SC
565
SouthState Corp
Florida
$28K
PE
566
Point72 Europe
United Kingdom
$27.3K
ANBT
567
American National Bank & Trust
Texas
$26.8K
FCAS
568
First Command Advisory Services
Texas
$26.6K
FPB
569
First PREMIER Bank
South Dakota
$26K
CTA
570
Colonial Trust Advisors
South Carolina
$24.9K
API
571
Asset Planning Inc
California
$24.9K
SIS
572
Strategic Investment Solutions
Illinois
$24.7K
DWM
573
Darwin Wealth Management
Florida
$24.2K
BSB
574
Bangor Savings Bank
Maine
$23.5K
VNA
575
Valley National Advisers
Pennsylvania
$23K