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Essential Utilities
WTRG

Overview Fund Activity

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
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
626
AmeriFlex Group
Nevada
$4.98K +$4.98K +126 New
SC
627
Swan Capital
Florida
$4.94K – – –
SCB
628
Saudi Central Bank
Saudi Arabia
$4.07K +$4.07K +103 New
W
629
WealthCollab
Washington
$3.64K +$3.64K +92 New
LFG
630
Larson Financial Group
Missouri
$3.4K +$3.2K +81 +1,620%
CSC
631
Caldwell Sutter Capital
California
$3.36K +$3.36K +85 New
SC
632
SouthState Corp
Florida
$2.97K +$2.97K +75 New
CWC
633
Carolinas Wealth Consulting
North Carolina
$2.73K -$45.3K -1,146 -94%
CA
634
Clearstead Advisors
Ohio
$2.57K +$2.57K +65 New
S
635
Sachetta
Massachusetts
$2.53K +$1.19K +30 +88%
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K – – –
HHGA
637
Halbert Hargrove Global Advisors
California
$2.37K +$2.37K +60 New
SSB
638
Sandy Spring Bank
Maryland
$2.29K -$4.19K -106 -65%
WPA
639
Wealth Preservation Advisors
Tennessee
$2.02K +$2.02K +51 New
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 +$1.74K +44 New
DPW
645
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$237 +6 +18%
VWM
646
Valley Wealth Managers
New Jersey
$1.3K – – –
SIC
647
SJS Investment Consulting
Ohio
$1.23K +$119 +3 +11%
GFPC
648
Global Financial Private Client
Florida
$1.19K +$830 +21 +233%
MG
649
Mather Group
Illinois
$1.07K – – –
NFSG
650
Newbridge Financial Services Group
Florida
$1.03K -$9.85K -249 -91%
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