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Essential Utilities

671 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, 278 increasing their positions, 199 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
Holders Change %
0%
% of All Funds
9%
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
278
Reduced
199
Closed
64
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
626
Cape Investment Advisory
Georgia
$6.45K
CMA
627
Cedar Mountain Advisors
Oregon
$6.26K +$37 +1 +0.6%
IUHSA
628
Itau Unibanco Holding S.A.
Brazil
$5.87K -$74 -2 -1%
NECFA
629
New England Capital Financial Advisors
Connecticut
$5.83K
CWM
630
Copia Wealth Management
Oregon
$5.13K
AG
631
AmeriFlex Group
Nevada
$4.66K
BFS
632
Bare Financial Services
Pennsylvania
$3.57K +$3.57K +96 New
W
633
WealthCollab
Washington
$3.42K
CSC
634
Caldwell Sutter Capital
California
$3.16K
TCM
635
Tradewinds Capital Management
Washington
$2.86K -$494K -13,331 -99%
MYIA
636
Mount Yale Investment Advisors
Colorado
$2.64K +$2.64K +71 New
FFO
637
Fortitude Family Office
Arizona
$2.49K +$2.49K +67 New
WPA
638
Wealth Preservation Advisors
Tennessee
$2.34K +$446 +12 +24%
AUB
639
Atlantic Union Bankshares
Virginia
$2.16K +$2.16K +58 New
S
640
Sachetta
Massachusetts
$2.12K -$260 -7 -11%
BIA
641
Bell Investment Advisors
California
$2.12K +$483 +13 +30%
MHR
642
Matthew Hamilton Rosenberg
$2.04K +$1.93K +52 +1,733%
CFP
643
Comprehensive Financial Planning
Pennsylvania
$1.86K
TCA
644
Trifecta Capital Advisors
Illinois
$1.75K +$1.75K +47 New
PWA
645
Principia Wealth Advisory
Texas
$1.71K +$965 +26 +130%
CPG
646
Cornerstone Planning Group
New Jersey
$1.71K +$1.14K +30 +200%
BWL
647
Bogart Wealth LLC
Virginia
$1.53K +$1.53K +41 New
CH
648
Cromwell Holdings
Wyoming
$1.37K +$706 +19 +106%
DPW
649
DiNuzzo Private Wealth
Pennsylvania
$1.34K -$112 -3 -8%
RWM
650
Rialto Wealth Management
New York
$1K -$632 -17 -39%