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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
601
Concord Wealth Partners
Virginia
$13.3K
SS
602
SBI Securities
Japan
$13.3K
TPWA
603
Twin Peaks Wealth Advisors
California
$13.1K
C
604
Covestor
United Kingdom
$13K
HWM
605
Hemington Wealth Management
Virginia
$13K
TCOT
606
Trust Company of Toledo
Ohio
$13K
NMG
607
New Millennium Group
Utah
$13K
BGAI
608
Bruce G. Allen Investments
Colorado
$12.6K
SWIM
609
Smallwood Wealth Investment Management
New Jersey
$12.4K
HNB
610
Hilltop National Bank
Wyoming
$12.1K
NC
611
NewSquare Capital
Pennsylvania
$12K
FF
612
Friedenthal Financial
New Jersey
$11.1K
CB
613
CNB Bank
Pennsylvania
$11.1K
FCG
614
Financial Connections Group
California
$11K
CIAM
615
Caitong International Asset Management
Hong Kong
$10.7K
SWA
616
SOA Wealth Advisors
New York
$10.4K
FHA
617
First Horizon Advisors
Tennessee
$10.1K
BCV
618
Banque Cantonale Vaudoise
Switzerland
$10K
GXJ
619
Global X Japan
Japan
$9.32K
MC
620
Montag & Caldwell
Georgia
$9.29K
PFSC
621
Peoples Financial Services Corp
Pennsylvania
$9.28K
PWMG
622
Private Wealth Management Group
New Jersey
$8.99K
ACM
623
Anfield Capital Management
California
$8.91K
WIM
624
Westside Investment Management
California
$8.55K
DWM
625
Darwin Wealth Management
Florida
$8.36K