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Essential Utilities

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$5.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
626
AmeriFlex Group
Nevada
$4.98K
SC
627
Swan Capital
Florida
$4.94K
SCB
628
Saudi Central Bank
Saudi Arabia
$4.07K
W
629
WealthCollab
Washington
$3.64K
LFG
630
Larson Financial Group
Missouri
$3.4K
CSC
631
Caldwell Sutter Capital
California
$3.36K
SC
632
SouthState Corp
Florida
$2.96K
CWC
633
Carolinas Wealth Consulting
North Carolina
$2.73K
CA
634
Clearstead Advisors
Ohio
$2.57K
S
635
Sachetta
Massachusetts
$2.53K
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K
HHGA
637
Halbert Hargrove Global Advisors
California
$2.37K
SSB
638
Sandy Spring Bank
Maryland
$2.29K
WPA
639
Wealth Preservation Advisors
Tennessee
$2.02K
CFP
640
Comprehensive Financial Planning
Pennsylvania
$1.98K
SIM
641
Synergy Investment Management
Florida
$1.98K
PIM
642
Plato Investment Management
Australia
$1.84K
BIA
643
Bell Investment Advisors
California
$1.74K
RWM
644
Rialto Wealth Management
New York
$1.74K
DPW
645
DiNuzzo Private Wealth
Pennsylvania
$1.54K
VWM
646
Valley Wealth Managers
New Jersey
$1.3K
SIC
647
SJS Investment Consulting
Ohio
$1.23K
GFPC
648
Global Financial Private Client
Florida
$1.19K
MG
649
Mather Group
Illinois
$1.07K
NFSG
650
Newbridge Financial Services Group
Florida
$1.03K