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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 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:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
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
SIS
576
Strategic Investment Solutions
Illinois
$22.8K
VNA
577
Valley National Advisers
Pennsylvania
$22K
BSB
578
Bangor Savings Bank
Maine
$21.7K
VCM
579
Versant Capital Management
Arizona
$21.1K
DIP
580
DT Investment Partners
Pennsylvania
$20.9K
HWA
581
HHM Wealth Advisors
Tennessee
$20.8K
DAM
582
Delta Asset Management
Tennessee
$20.8K
AAP
583
Arax Advisory Partners
Colorado
$20.1K
TSMHT
584
Thurston Springer Miller Herd & Titak
Indiana
$19K
TWD
585
True Wealth Design
Ohio
$18.7K
BC
586
Barrett & Company
Rhode Island
$18.6K
HBW
587
Hazlett, Burt & Watson
West Virginia
$18K
RA
588
Rise Advisors
New York
$17.8K
BBHC
589
Brown Brothers Harriman & Co
New York
$17.4K
PWA
590
Provenance Wealth Advisors
Florida
$17K
SAM
591
Smartleaf Asset Management
Massachusetts
$16.6K
ME
592
McIlrath & Eck
Washington
$15.7K
PB
593
Pinnacle Bancorp
Nebraska
$15.7K
LFG
594
Larson Financial Group
Missouri
$15.7K
JWA
595
JFS Wealth Advisors
Pennsylvania
$15K
SC
596
Swan Capital
Florida
$14.9K
CT
597
Caldwell Trust
Florida
$14.9K
CSB
598
City State Bank
Iowa
$14.1K
RF
599
Robbins Farley
New Hampshire
$13.9K
BONH
600
Bank of New Hampshire
New Hampshire
$13.9K