WTRG icon

Essential Utilities

662 hedge funds and large institutions have $9.05B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 263 increasing their positions, 176 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: $ → $

2.36% more ownership

Funds ownership: 78.53%80.89% (+2.4%)

8% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 79

2% less funds holding

Funds holding: 677662 (-15)

Holders
662
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
RF
626
Rossby Financial
Florida
$2.48K
ZBNA
627
Zions Bancorporation, National Association
Utah
$2.47K
S
628
Sachetta
Massachusetts
$2.27K
CFP
629
Comprehensive Financial Planning
Pennsylvania
$2K
CPG
630
Cornerstone Planning Group
New Jersey
$1.86K
BIA
631
Bell Investment Advisors
California
$1.76K
BWL
632
Bogart Wealth LLC
Virginia
$1.65K
CH
633
Cromwell Holdings
Wyoming
$1.48K
DPW
634
DiNuzzo Private Wealth
Pennsylvania
$1.34K
MG
635
Mather Group
Illinois
$1.08K
BFS
636
Bare Financial Services
Pennsylvania
$1.04K
NFSG
637
Newbridge Financial Services Group
Florida
$1.04K
OAJ
638
Ogorek Anthony Joseph
New York
$1K
UIA
639
Ulland Investment Advisors
Minnesota
$1K
CCM
640
Cloud Capital Management
Washington
$1K
RWM
641
Rialto Wealth Management
New York
$918
SWM
642
Spire Wealth Management
Virginia
$798
GA
643
Guerra Advisors
Florida
$798
HWA
644
Heartwood Wealth Advisors
Virginia
$758
BHWM
645
Bay Harbor Wealth Management
Maryland
$638
SIC
646
SJS Investment Consulting
Ohio
$599
MEG
647
Millstone Evans Group
Colorado
$559
STB
648
S&T Bank
Pennsylvania
$559
SHIM
649
Stone House Investment Management
Pennsylvania
$479
HIA
650
HFM Investment Advisors
New Jersey
$479