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Essential Utilities
WTRG

Overview Fund Activity

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
9%
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$105M
2
BlackRock
BlackRock
New York
$1.27B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.2M
4
Millennium Management
Millennium Management
New York
$29.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
Fidelity International
Bermuda
$65.3M
5
ACG
Aventail Capital Group
New York
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
601
New Millennium Group
Utah
$13K +$112 +3 +0.9%
BGAI
602
Bruce G. Allen Investments
Colorado
$12.6K -$1.3K -35 -9%
HNB
603
Hilltop National Bank
Wyoming
$12.1K +$12.1K +325 New
NC
604
NewSquare Capital
Pennsylvania
$12K +$1.19K +32 +11%
FF
605
Friedenthal Financial
New Jersey
$11.1K -$869K -23,402 -99%
CB
606
CNB Bank
Pennsylvania
$11.1K – – –
FCG
607
Financial Connections Group
California
$11K – – –
CIAM
608
Caitong International Asset Management
Hong Kong
$10.7K +$10.7K +287 New
SWA
609
SOA Wealth Advisors
New York
$10.4K -$5.87K -158 -36%
FHA
610
First Horizon Advisors
Tennessee
$10.1K -$13.5K -363 -57%
BCV
611
Banque Cantonale Vaudoise
Switzerland
$10K -$6.43K -173 -39%
GXJ
612
Global X Japan
Japan
$9.32K -$5.53K -149 -37%
MC
613
Montag & Caldwell
Georgia
$9.29K – – –
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$9.28K – – –
PWMG
615
Private Wealth Management Group
New Jersey
$8.99K – – –
ACM
616
Anfield Capital Management
California
$8.91K +$8.91K +240 New
WIM
617
Westside Investment Management
California
$8.55K +$8.55K +227 New
DWM
618
Darwin Wealth Management
Florida
$8.36K – – –
AAS
619
Ameritas Advisory Services
Nebraska
$7.71K +$7.71K +208 New
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$7.61K +$743 +20 +11%
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$7.43K – – –
TC
622
Trust Company
Kansas
$7.43K – – –
GGI
623
Godsey & Gibb Inc
Virginia
$6.98K – – –
BF
624
BOK Financial
Oklahoma
$6.57K – – –
KWM
625
Kiker Wealth Management
Georgia
$6.5K – – –
23 24
25
26 27