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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
DIP
576
DT Investment Partners
Pennsylvania
$22.5K
HWA
577
HHM Wealth Advisors
Tennessee
$22.4K
DAM
578
Delta Asset Management
Tennessee
$22.3K
BC
579
Barrett & Company
Rhode Island
$19.9K
PWA
580
Physician Wealth Advisors
Utah
$19.9K
RA
581
Rise Advisors
New York
$19.2K
BBHC
582
Brown Brothers Harriman & Co
New York
$18.7K
RFP
583
Root Financial Partners
California
$18.7K
PWA
584
Provenance Wealth Advisors
Florida
$18.3K
WIM
585
Westside Investment Management
California
$17.6K
ME
586
McIlrath & Eck
Washington
$16.9K
PB
587
Pinnacle Bancorp
Nebraska
$16.9K
LFG
588
Larson Financial Group
Missouri
$16.6K
HBW
589
Hazlett, Burt & Watson
West Virginia
$16K
CT
590
Caldwell Trust
Florida
$16K
GXJ
591
Global X Japan
Japan
$15.6K
JWA
592
JFS Wealth Advisors
Pennsylvania
$15.6K
CSB
593
City State Bank
Iowa
$15.2K
RF
594
Robbins Farley
New Hampshire
$15K
BONH
595
Bank of New Hampshire
New Hampshire
$15K
CWP
596
Concord Wealth Partners
Virginia
$14.4K
NMG
597
New Millennium Group
Utah
$14.1K
TCOT
598
Trust Company of Toledo
Ohio
$14K
SWIM
599
Smallwood Wealth Investment Management
New Jersey
$13.3K
SS
600
SBI Securities
Japan
$13.3K