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Essential Utilities

671 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
8.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
576
HHM Wealth Advisors
Tennessee
$20.8K
DAM
577
Delta Asset Management
Tennessee
$20.8K
AAP
578
Arax Advisory Partners
Colorado
$20.1K +$37 +1 +0.2%
TSMHT
579
Thurston Springer Miller Herd & Titak
Indiana
$19K +$149 +4 +0.8%
TWD
580
True Wealth Design
Ohio
$18.7K +$18.6K +501 +25,050%
BC
581
Barrett & Company
Rhode Island
$18.6K
HBW
582
Hazlett, Burt & Watson
West Virginia
$18K -$58.7K -1,630 -77%
RA
583
Rise Advisors
New York
$17.8K
BBHC
584
Brown Brothers Harriman & Co
New York
$17.4K
PWA
585
Provenance Wealth Advisors
Florida
$17K -$94.5K -2,545 -85%
SAM
586
Smartleaf Asset Management
Massachusetts
$16.6K -$38.1K -1,033 -70%
ME
587
McIlrath & Eck
Washington
$15.7K
PB
588
Pinnacle Bancorp
Nebraska
$15.7K
LFG
589
Larson Financial Group
Missouri
$15.7K +$12.5K +337 +392%
JWA
590
JFS Wealth Advisors
Pennsylvania
$15K -$2.53K -68 -14%
SC
591
Swan Capital
Florida
$14.9K +$10.3K +276 +221%
CSB
592
City State Bank
Iowa
$14.1K
RF
593
Robbins Farley
New Hampshire
$13.9K
BONH
594
Bank of New Hampshire
New Hampshire
$13.9K
CWP
595
Concord Wealth Partners
Virginia
$13.3K +$112 +3 +0.8%
SS
596
SBI Securities
Japan
$13.3K -$520 -14 -4%
TPWA
597
Twin Peaks Wealth Advisors
California
$13.1K +$13.1K +337 New
C
598
Covestor
United Kingdom
$13K -$371 -10 -3%
HWM
599
Hemington Wealth Management
Virginia
$13K +$1.25K +34 +11%
TCOT
600
Trust Company of Toledo
Ohio
$13K +$13K +350 New