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Essential Utilities

678 hedge funds and large institutions have $8.19B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 279 increasing their positions, 201 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.36% less ownership

Funds ownership: 79.92%78.56% (-1.4%)

6% less capital invested

Capital invested by funds: $8.71B → $8.19B (-$520M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
678
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$93.4M
2 +$57.2M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$27.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.8M

Top Sellers

1 -$371M
2 -$58.7M
3 -$44.3M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
ACG
Aventail Capital Group
New York
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Ameritas Advisory Services
Nebraska
$7.71K
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$7.61K
GJIA
628
Glass Jacobson Investment Advisors
Maryland
$7.43K
TC
629
Trust Company
Kansas
$7.43K
GGI
630
Godsey & Gibb Inc
Virginia
$6.98K
BF
631
BOK Financial
Oklahoma
$6.57K
KWM
632
Kiker Wealth Management
Georgia
$6.5K
CIA
633
Cape Investment Advisory
Georgia
$6.45K
CMA
634
Cedar Mountain Advisors
Oregon
$6.26K
IUHSA
635
Itau Unibanco Holding S.A.
Brazil
$5.87K
NECFA
636
New England Capital Financial Advisors
Connecticut
$5.83K
CWM
637
Copia Wealth Management
Oregon
$5.13K
AG
638
AmeriFlex Group
Nevada
$4.66K
BFS
639
Bare Financial Services
Pennsylvania
$3.56K
W
640
WealthCollab
Washington
$3.42K
CSC
641
Caldwell Sutter Capital
California
$3.16K
TCM
642
Tradewinds Capital Management
Washington
$2.85K
MYIA
643
Mount Yale Investment Advisors
Colorado
$2.64K
FFO
644
Fortitude Family Office
Arizona
$2.49K
WPA
645
Wealth Preservation Advisors
Tennessee
$2.34K
AUB
646
Atlantic Union Bankshares
Virginia
$2.15K
S
647
Sachetta
Massachusetts
$2.12K
BIA
648
Bell Investment Advisors
California
$2.12K
MHR
649
Matthew Hamilton Rosenberg
$2.04K
CFP
650
Comprehensive Financial Planning
Pennsylvania
$1.86K