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Essential Utilities
WTRG

Overview Fund Activity

668 hedge funds and large institutions have $8.17B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 277 increasing their positions, 197 reducing their positions, and 63 closing their positions.

Holders
668
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
8.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
277
Reduced
197
Closed
63
Calls
$10.8M
Puts
$4.81M
Net Calls
+$5.97M
Net Calls Change
+$683K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
BlackRock
3
BlackRock
New York
$1.27B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47.2M
5
Millennium Management
5
Millennium Management
New York
$29.6M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$433M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$198M
4
Fidelity International
4
Fidelity International
Bermuda
$65.3M
5
ACG
5
Aventail Capital Group
New York
$15.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NECFA
626
New England Capital Financial Advisors
Connecticut
$5.83K 157 – –
CWM
627
Copia Wealth Management
Oregon
$5.13K 138 – –
AG
628
AmeriFlex Group
Nevada
$4.66K 126 – –
BFS
629
Bare Financial Services
Pennsylvania
$3.57K 96 +96 New
W
630
WealthCollab
Washington
$3.42K 92 – –
CSC
631
Caldwell Sutter Capital
California
$3.16K 85 – –
TCM
632
Tradewinds Capital Management
Washington
$2.86K 77 -13,331 -99%
MYIA
633
Mount Yale Investment Advisors
Colorado
$2.64K 71 +71 New
FFO
634
Fortitude Family Office
Arizona
$2.49K 67 +67 New
WPA
635
Wealth Preservation Advisors
Tennessee
$2.34K 63 +12 +24%
AUB
636
Atlantic Union Bankshares
Virginia
$2.16K 58 +58 New
S
637
Sachetta
Massachusetts
$2.12K 57 -7 -11%
BIA
638
Bell Investment Advisors
California
$2.12K 57 +13 +30%
MHR
639
Matthew Hamilton Rosenberg
$2.04K 55 +52 +1,733%
CFP
640
Comprehensive Financial Planning
Pennsylvania
$1.86K 50 – –
TCA
641
Trifecta Capital Advisors
Illinois
$1.75K 47 +47 New
PWA
642
Principia Wealth Advisory
Texas
$1.71K 46 +26 +130%
CPG
643
Cornerstone Planning Group
New Jersey
$1.71K 45 +30 +200%
BWL
644
Bogart Wealth LLC
Virginia
$1.53K 41 +41 New
CH
645
Cromwell Holdings
Wyoming
$1.37K 37 +19 +106%
DPW
646
DiNuzzo Private Wealth
Pennsylvania
$1.34K 36 -3 -8%
RWM
647
Rialto Wealth Management
New York
$1K 27 -17 -39%
OAJ
648
Ogorek Anthony Joseph
New York
$1K 33 – –
UIA
649
Ulland Investment Advisors
Minnesota
$1K 30 – –
NFSG
650
Newbridge Financial Services Group
Florida
$966 26 – –
24 25
26
27 28