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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 %
TSMHT
576
Thurston Springer Miller Herd & Titak
Indiana
$19K 511 +4 +0.8%
TWD
577
True Wealth Design
Ohio
$18.7K 503 +501 +25,050%
BC
578
Barrett & Company
Rhode Island
$18.6K 500 – –
HBW
579
Hazlett, Burt & Watson
West Virginia
$18K 500 -1,630 -77%
RA
580
Rise Advisors
New York
$17.8K 480 – –
BBHC
581
Brown Brothers Harriman & Co
New York
$17.4K 468 – –
PWA
582
Provenance Wealth Advisors
Florida
$17K 458 -2,545 -85%
SAM
583
Smartleaf Asset Management
Massachusetts
$16.6K 450 -1,033 -70%
ME
584
McIlrath & Eck
Washington
$15.7K 424 – –
PB
585
Pinnacle Bancorp
Nebraska
$15.7K 423 – –
LFG
586
Larson Financial Group
Missouri
$15.7K 423 +337 +392%
JWA
587
JFS Wealth Advisors
Pennsylvania
$15K 404 -68 -14%
SC
588
Swan Capital
Florida
$14.9K 401 +276 +221%
CSB
589
City State Bank
Iowa
$14.1K 380 – –
BONH
590
Bank of New Hampshire
New Hampshire
$13.9K 375 – –
RF
591
Robbins Farley
New Hampshire
$13.9K 375 – –
CWP
592
Concord Wealth Partners
Virginia
$13.3K 358 +3 +0.8%
SS
593
SBI Securities
Japan
$13.3K 357 -14 -4%
TPWA
594
Twin Peaks Wealth Advisors
California
$13.1K 337 +337 New
C
595
Covestor
United Kingdom
$13K 350 -10 -3%
HWM
596
Hemington Wealth Management
Virginia
$13K 355 +34 +11%
TCOT
597
Trust Company of Toledo
Ohio
$13K 350 +350 New
NMG
598
New Millennium Group
Utah
$13K 349 +3 +0.9%
BGAI
599
Bruce G. Allen Investments
Colorado
$12.6K 339 -35 -9%
HNB
600
Hilltop National Bank
Wyoming
$12.1K 325 +325 New
22 23
24
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