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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
576
Bangor Savings Bank
Maine
$22.9K +$198 +5 +0.9%
DIP
577
DT Investment Partners
Pennsylvania
$22.3K – – –
HWA
578
HHM Wealth Advisors
Tennessee
$22.2K – – –
DAM
579
Delta Asset Management
Tennessee
$22.1K – – –
AAP
580
Arax Advisory Partners
Colorado
$21.4K -$24.5K -619 -53%
TSMHT
581
Thurston Springer Miller Herd & Titak
Indiana
$20.1K +$158 +4 +0.8%
BC
582
Barrett & Company
Rhode Island
$19.8K – – –
VCM
583
Versant Capital Management
Arizona
$19K +$14.2K +360 +300%
RA
584
Rise Advisors
New York
$19K +$19K +480 New
JWA
585
JFS Wealth Advisors
Pennsylvania
$18.7K +$988 +25 +6%
BBHC
586
Brown Brothers Harriman & Co
New York
$18.5K – – –
SWA
587
SOA Wealth Advisors
New York
$17.3K +$158 +4 +0.9%
BCV
588
Banque Cantonale Vaudoise
Switzerland
$17K +$17K +442 New
ME
589
McIlrath & Eck
Washington
$16.8K – – –
PB
590
Pinnacle Bancorp
Nebraska
$16.7K – – –
GXJ
591
Global X Japan
Japan
$15.8K +$15.8K +400 New
CSB
592
City State Bank
Iowa
$15K – – –
RF
593
Robbins Farley
New Hampshire
$14.8K – – –
BONH
594
Bank of New Hampshire
New Hampshire
$14.8K – – –
ACM
595
Aster Capital Management
United Arab Emirates
$14.8K +$14.8K +390 New
BGAI
596
Bruce G. Allen Investments
Colorado
$14.8K – – –
SS
597
SBI Securities
Japan
$14.7K +$1.5K +38 +11%
CWP
598
Concord Wealth Partners
Virginia
$14K +$119 +3 +0.9%
C
599
Covestor
United Kingdom
$14K +$1.87K +48 +15%
NMG
600
New Millennium Group
Utah
$13.7K +$79 +2 +0.6%
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