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Essential Utilities

676 hedge funds and large institutions have $9.07B invested in Essential Utilities in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 271 increasing their positions, 179 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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 capital invested

Capital invested by funds: $ → $

2.44% more ownership

Funds ownership: 78.62%81.06% (+2.4%)

9% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 79

1% less funds holding

Funds holding: 680676 (-4)

Holders
676
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$4.92M
Net Calls
Net Calls Change

Top Buyers

1 +$133M
2 +$122M
3 +$104M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$69.5M
5
Goldman Sachs
Goldman Sachs
New York
+$47.8M

Top Sellers

1 -$58.7M
2 -$47.2M
3 -$42.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.7M
5
Amundi
Amundi
France
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$5.87K
JWM
627
JPL Wealth Management
Colorado
$5.79K
CWM
628
Copia Wealth Management
Oregon
$5.51K
SL
629
Salomon & Ludwin
Virginia
$4.37K
W
630
WealthCollab
Washington
$3.67K
RWS
631
Retirement Wealth Solutions
Wisconsin
$3.51K
CSC
632
Caldwell Sutter Capital
California
$3.39K
TIM
633
Thompson Investment Management
Wisconsin
$3.23K
FFO
634
Fortitude Family Office
Arizona
$3.19K
TCM
635
Tradewinds Capital Management
Washington
$3.09K
RDFA
636
Ritter Daniher Financial Advisory
Ohio
$2.67K
WPA
637
Wealth Preservation Advisors
Tennessee
$2.51K
RF
638
Rossby Financial
Florida
$2.48K
ZBNA
639
Zions Bancorporation, National Association
Utah
$2.47K
S
640
Sachetta
Massachusetts
$2.27K
CFP
641
Comprehensive Financial Planning
Pennsylvania
$2K
CPG
642
Cornerstone Planning Group
New Jersey
$1.86K
BIA
643
Bell Investment Advisors
California
$1.76K
BWL
644
Bogart Wealth LLC
Virginia
$1.65K
CH
645
Cromwell Holdings
Wyoming
$1.48K
DPW
646
DiNuzzo Private Wealth
Pennsylvania
$1.34K
PWA
647
Principia Wealth Advisory
Texas
$1.08K
MG
648
Mather Group
Illinois
$1.08K
BFS
649
Bare Financial Services
Pennsylvania
$1.04K
NFSG
650
Newbridge Financial Services Group
Florida
$1.04K