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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIM
601
Smallwood Wealth Investment Management
New Jersey
$13.2K +$13.2K +334 New
SW
602
SVB Wealth
Massachusetts
$12.9K +$12.9K +326 New
HWM
603
Hemington Wealth Management
Virginia
$12K +$3.03K +81 +34%
CB
604
CNB Bank
Pennsylvania
$11.9K – – –
NC
605
NewSquare Capital
Pennsylvania
$11.5K +$11.1K +281 +2,555%
FCG
606
Financial Connections Group
California
$11K – – –
HFS
607
Hantz Financial Services
Michigan
$10K +$10K +262 New
MC
608
Montag & Caldwell
Georgia
$9.88K – – –
PFSC
609
Peoples Financial Services Corp
Pennsylvania
$9.88K – – –
PWMG
610
Private Wealth Management Group
New Jersey
$9.57K -$119 -3 -1%
DWM
611
Darwin Wealth Management
Florida
$8.17K – – –
TC
612
Trust Company
Kansas
$7.91K +$7.91K +200 New
GGI
613
Godsey & Gibb Inc
Virginia
$7.43K – – –
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$7.31K +$3.36K +85 +85%
GJIA
615
Glass Jacobson Investment Advisors
Maryland
$7.26K – – –
BF
616
BOK Financial
Oklahoma
$7K – – –
KWM
617
Kiker Wealth Management
Georgia
$6.92K +$6.92K +175 New
CIA
618
Cape Investment Advisory
Georgia
$6.86K – – –
CMA
619
Cedar Mountain Advisors
Oregon
$6.6K +$40 +1 +0.6%
HCP
620
Hexagon Capital Partners
Arkansas
$6.33K +$1.03K +26 +19%
NECFA
621
New England Capital Financial Advisors
Connecticut
$6.21K – – –
A
622
AlphaQuest
New York
$6.01K +$6.01K +152 New
IUHSA
623
Itau Unibanco Holding S.A.
Brazil
$6K – – –
TH
624
TCTC Holdings
Texas
$5.53K – – –
CWM
625
Copia Wealth Management
Oregon
$5.46K – – –
23 24
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