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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
576
Bangor Savings Bank
Maine
$21.7K
VCM
577
Versant Capital Management
Arizona
$21.1K
DIP
578
DT Investment Partners
Pennsylvania
$20.9K
HWA
579
HHM Wealth Advisors
Tennessee
$20.8K
DAM
580
Delta Asset Management
Tennessee
$20.8K
AAP
581
Arax Advisory Partners
Colorado
$20.1K
TSMHT
582
Thurston Springer Miller Herd & Titak
Indiana
$19K
TWD
583
True Wealth Design
Ohio
$18.7K
BC
584
Barrett & Company
Rhode Island
$18.6K
HBW
585
Hazlett, Burt & Watson
West Virginia
$18K
RA
586
Rise Advisors
New York
$17.8K
BBHC
587
Brown Brothers Harriman & Co
New York
$17.4K
PWA
588
Provenance Wealth Advisors
Florida
$17K
SAM
589
Smartleaf Asset Management
Massachusetts
$16.6K
ME
590
McIlrath & Eck
Washington
$15.7K
PB
591
Pinnacle Bancorp
Nebraska
$15.7K
LFG
592
Larson Financial Group
Missouri
$15.7K
JWA
593
JFS Wealth Advisors
Pennsylvania
$15K
SC
594
Swan Capital
Florida
$14.9K
CT
595
Caldwell Trust
Florida
$14.9K
CSB
596
City State Bank
Iowa
$14.1K
RF
597
Robbins Farley
New Hampshire
$13.9K
BONH
598
Bank of New Hampshire
New Hampshire
$13.9K
CWP
599
Concord Wealth Partners
Virginia
$13.3K
SS
600
SBI Securities
Japan
$13.3K