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Essential Utilities

676 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, 271 increasing their positions, 179 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: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
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 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
601
Smallwood Wealth Investment Management
New Jersey
$13.3K
SS
602
SBI Securities
Japan
$13.3K
C
603
Covestor
United Kingdom
$13K
HWM
604
Hemington Wealth Management
Virginia
$13K
HNB
605
Hilltop National Bank
Wyoming
$13K
WA
606
Westfuller Advisors
New York
$12.1K
T. Rowe Price Investment Management
607
T. Rowe Price Investment Management
Maryland
$12K
FF
608
Friedenthal Financial
New Jersey
$12K
SWA
609
SOA Wealth Advisors
New York
$11.3K
BCV
610
Banque Cantonale Vaudoise
Switzerland
$11K
SC
611
Swan Capital
Florida
$10.5K
PFSC
612
Peoples Financial Services Corp
Pennsylvania
$9.97K
PWMG
613
Private Wealth Management Group
New Jersey
$9.66K
ACM
614
Anfield Capital Management
California
$9.58K
MAM
615
Meeder Asset Management
Ohio
$9.3K
FDCP
616
Foster Dykema Cabot & Partners
Massachusetts
$9.18K
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$8.98K
BGAI
618
Bruce G. Allen Investments
Colorado
$8.86K
TC
619
Trust Company
Kansas
$7.98K
BF
620
BOK Financial
Oklahoma
$7.54K
GGI
621
Godsey & Gibb Inc
Virginia
$7.5K
AIC
622
Archer Investment Corporation
Indiana
$7.49K
CMA
623
Cedar Mountain Advisors
Oregon
$6.78K
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
$6.3K
NECFA
625
New England Capital Financial Advisors
Connecticut
$6.26K