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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 reducing their positions, and 79 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
ME
576
McIlrath & Eck
Washington
$16.9K
PB
577
Pinnacle Bancorp
Nebraska
$16.9K
LFG
578
Larson Financial Group
Missouri
$16.6K
HBW
579
Hazlett, Burt & Watson
West Virginia
$16K
CT
580
Caldwell Trust
Florida
$16K
GXJ
581
Global X Japan
Japan
$15.6K
JWA
582
JFS Wealth Advisors
Pennsylvania
$15.6K
CSB
583
City State Bank
Iowa
$15.2K
RF
584
Robbins Farley
New Hampshire
$15K
BONH
585
Bank of New Hampshire
New Hampshire
$15K
CWP
586
Concord Wealth Partners
Virginia
$14.4K
NMG
587
New Millennium Group
Utah
$14.1K
TCOT
588
Trust Company of Toledo
Ohio
$14K
SWIM
589
Smallwood Wealth Investment Management
New Jersey
$13.3K
SS
590
SBI Securities
Japan
$13.3K
C
591
Covestor
United Kingdom
$13K
HWM
592
Hemington Wealth Management
Virginia
$13K
HNB
593
Hilltop National Bank
Wyoming
$13K
WA
594
Westfuller Advisors
New York
$12.1K
T. Rowe Price Investment Management
595
T. Rowe Price Investment Management
Maryland
$12K
FF
596
Friedenthal Financial
New Jersey
$12K
SWA
597
SOA Wealth Advisors
New York
$11.3K
BCV
598
Banque Cantonale Vaudoise
Switzerland
$11K
SC
599
Swan Capital
Florida
$10.5K
PFSC
600
Peoples Financial Services Corp
Pennsylvania
$9.97K