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Essential Utilities

672 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, 267 increasing their positions, 180 reducing their positions, and 80 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: $ → $

2.4% more ownership

Funds ownership: 78.65%81.04% (+2.4%)

8% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 80

1% less funds holding

Funds holding: 680672 (-8)

Holders
672
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
C
601
Covestor
United Kingdom
$13K
HWM
602
Hemington Wealth Management
Virginia
$13K
HNB
603
Hilltop National Bank
Wyoming
$13K
WA
604
Westfuller Advisors
New York
$12.1K
T. Rowe Price Investment Management
605
T. Rowe Price Investment Management
Maryland
$12K
FF
606
Friedenthal Financial
New Jersey
$12K
SWA
607
SOA Wealth Advisors
New York
$11.3K
BCV
608
Banque Cantonale Vaudoise
Switzerland
$11K
SC
609
Swan Capital
Florida
$10.5K
PFSC
610
Peoples Financial Services Corp
Pennsylvania
$9.97K
PWMG
611
Private Wealth Management Group
New Jersey
$9.66K
ACM
612
Anfield Capital Management
California
$9.58K
MAM
613
Meeder Asset Management
Ohio
$9.3K
FDCP
614
Foster Dykema Cabot & Partners
Massachusetts
$9.18K
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$8.98K
BGAI
616
Bruce G. Allen Investments
Colorado
$8.86K
TC
617
Trust Company
Kansas
$7.98K
BF
618
BOK Financial
Oklahoma
$7.54K
GGI
619
Godsey & Gibb Inc
Virginia
$7.5K
AIC
620
Archer Investment Corporation
Indiana
$7.49K
CMA
621
Cedar Mountain Advisors
Oregon
$6.78K
IUHSA
622
Itau Unibanco Holding S.A.
Brazil
$6.3K
NECFA
623
New England Capital Financial Advisors
Connecticut
$6.26K
TFA
624
Transamerica Financial Advisors
Florida
$5.87K
JWM
625
JPL Wealth Management
Colorado
$5.79K