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Essential Utilities

676 hedge funds and large institutions have $8.18B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 278 increasing their positions, 200 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:

1.38% less ownership

Funds ownership: 79.91%78.53% (-1.4%)

6% less capital invested

Capital invested by funds: $8.7B → $8.18B (-$522M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
676
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
GJIA
626
Glass Jacobson Investment Advisors
Maryland
$7.43K
TC
627
Trust Company
Kansas
$7.43K
GGI
628
Godsey & Gibb Inc
Virginia
$6.98K
BF
629
BOK Financial
Oklahoma
$6.57K
KWM
630
Kiker Wealth Management
Georgia
$6.5K
CIA
631
Cape Investment Advisory
Georgia
$6.45K
CMA
632
Cedar Mountain Advisors
Oregon
$6.26K
IUHSA
633
Itau Unibanco Holding S.A.
Brazil
$5.87K
NECFA
634
New England Capital Financial Advisors
Connecticut
$5.83K
CWM
635
Copia Wealth Management
Oregon
$5.13K
AG
636
AmeriFlex Group
Nevada
$4.66K
BFS
637
Bare Financial Services
Pennsylvania
$3.56K
W
638
WealthCollab
Washington
$3.42K
CSC
639
Caldwell Sutter Capital
California
$3.16K
TCM
640
Tradewinds Capital Management
Washington
$2.85K
MYIA
641
Mount Yale Investment Advisors
Colorado
$2.64K
FFO
642
Fortitude Family Office
Arizona
$2.49K
WPA
643
Wealth Preservation Advisors
Tennessee
$2.34K
AUB
644
Atlantic Union Bankshares
Virginia
$2.15K
S
645
Sachetta
Massachusetts
$2.12K
BIA
646
Bell Investment Advisors
California
$2.12K
MHR
647
Matthew Hamilton Rosenberg
$2.04K
CFP
648
Comprehensive Financial Planning
Pennsylvania
$1.86K
TCA
649
Trifecta Capital Advisors
Illinois
$1.75K
PWA
650
Principia Wealth Advisory
Texas
$1.71K