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Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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 +$139M
2 +$128M
3 +$108M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$71.9M
5
Goldman Sachs
Goldman Sachs
New York
+$50.1M

Top Sellers

1 -$61.5M
2 -$47.2M
3 -$44.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.6M
5
Amundi
Amundi
France
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$9.66K
ACM
602
Anfield Capital Management
California
$9.58K
MAM
603
Meeder Asset Management
Ohio
$9.3K
FDCP
604
Foster Dykema Cabot & Partners
Massachusetts
$9.18K
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$8.98K
BGAI
606
Bruce G. Allen Investments
Colorado
$8.86K
TC
607
Trust Company
Kansas
$7.98K
BF
608
BOK Financial
Oklahoma
$7.54K
GGI
609
Godsey & Gibb Inc
Virginia
$7.5K
AIC
610
Archer Investment Corporation
Indiana
$7.49K
CMA
611
Cedar Mountain Advisors
Oregon
$6.78K
IUHSA
612
Itau Unibanco Holding S.A.
Brazil
$6.3K
NECFA
613
New England Capital Financial Advisors
Connecticut
$6.26K
TFA
614
Transamerica Financial Advisors
Florida
$5.87K
JWM
615
JPL Wealth Management
Colorado
$5.79K
CWM
616
Copia Wealth Management
Oregon
$5.51K
SL
617
Salomon & Ludwin
Virginia
$4.37K
W
618
WealthCollab
Washington
$3.67K
RWS
619
Retirement Wealth Solutions
Wisconsin
$3.51K
CSC
620
Caldwell Sutter Capital
California
$3.39K
TIM
621
Thompson Investment Management
Wisconsin
$3.23K
FFO
622
Fortitude Family Office
Arizona
$3.19K
TCM
623
Tradewinds Capital Management
Washington
$3.09K
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$2.67K
WPA
625
Wealth Preservation Advisors
Tennessee
$2.51K