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Essential Utilities

676 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, 271 increasing their positions, 179 reducing their positions, and 79 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
576
Valley National Advisers
Pennsylvania
$23K
DIP
577
DT Investment Partners
Pennsylvania
$22.5K
HWA
578
HHM Wealth Advisors
Tennessee
$22.4K
DAM
579
Delta Asset Management
Tennessee
$22.3K
BC
580
Barrett & Company
Rhode Island
$19.9K
PWA
581
Physician Wealth Advisors
Utah
$19.9K
RA
582
Rise Advisors
New York
$19.2K
BBHC
583
Brown Brothers Harriman & Co
New York
$18.7K
RFP
584
Root Financial Partners
California
$18.7K
PWA
585
Provenance Wealth Advisors
Florida
$18.3K
WIM
586
Westside Investment Management
California
$17.6K
ME
587
McIlrath & Eck
Washington
$16.9K
PB
588
Pinnacle Bancorp
Nebraska
$16.9K
LFG
589
Larson Financial Group
Missouri
$16.6K
HBW
590
Hazlett, Burt & Watson
West Virginia
$16K
CT
591
Caldwell Trust
Florida
$16K
GXJ
592
Global X Japan
Japan
$15.6K
JWA
593
JFS Wealth Advisors
Pennsylvania
$15.6K
CSB
594
City State Bank
Iowa
$15.2K
RF
595
Robbins Farley
New Hampshire
$15K
BONH
596
Bank of New Hampshire
New Hampshire
$15K
CWP
597
Concord Wealth Partners
Virginia
$14.4K
NMG
598
New Millennium Group
Utah
$14.1K
LSA
599
Leonteq Securities AG
Switzerland
$14K
TCOT
600
Trust Company of Toledo
Ohio
$14K